Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRMAX (NATIONWIDE S&P 500 INDEX FUND CLASS A) | 8.59% | 13.36% | 17.24% | 14.06% | 12.40% | 13.44% | 9.45% | 6.71% |
Data as of 07/23/2025, AR inception is 03/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRMAX (NATIONWIDE S&P 500 INDEX FUND CLASS A) | 03/27/2000 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 13.36 | 17.24 | 14.06 | 12.40 | 13.44 | 9.45 | 6.71 | 8.59 | 22.14 | 25.38 | -18.93 | 22.78 | 17.71 | 30.67 | -4.03 | 21.14 | 11.30 | 0.47 | 13.00 | 31.87 | 15.37 | 1.46 | 14.67 | 24.29 | -38.56 | 2.17 | 15.33 | 4.39 | 9.46 | 27.93 | -22.55 | -12.35 | -14.17 |
| Sharpe Ratio | NA | 0.47 | 0.87 | 0.68 | 0.58 | NA | NA | 0.27 | 0.49 | 1.21 | 1.63 | -0.84 | 1.72 | 0.50 | 2.33 | -0.32 | 3.04 | 0.85 | 0.03 | 1.14 | 2.85 | 1.21 | 0.06 | 0.80 | 0.89 | -0.96 | -0.05 | 1.21 | 0.22 | 0.77 | 1.62 | -0.91 | -0.69 | -1.05 |
| Standard Deviation(%) | NA | 19.81 | 17.15 | 17.40 | 18.47 | NA | NA | 19.44 | 23.23 | 12.80 | 13.10 | 24.14 | 13.24 | 34.67 | 12.53 | 17.01 | 6.79 | 13.10 | 15.54 | 11.42 | 11.17 | 12.80 | 23.47 | 18.25 | 27.26 | 40.89 | 15.96 | 10.02 | 10.30 | 11.02 | 16.84 | 26.01 | 21.49 | 21.16 |
| Draw Down(%) | NA | 19.38 | 19.38 | 26.56 | 33.84 | NA | NA | 57.24 | 18.80 | 8.46 | 10.05 | 24.81 | 5.33 | 33.84 | 6.72 | 18.74 | 2.67 | 10.31 | 12.13 | 7.34 | 5.61 | 9.67 | 18.92 | 15.50 | 27.21 | 48.61 | 9.95 | 7.52 | 7.03 | 8.12 | 13.75 | 33.23 | 29.16 | 17.87 |
| Yield(%) | 0.00 | 0.81 | 1.14 | 1.24 | 5.21 | 7.84 | 5.39 | 3.56 | 0.26 | 0.95 | 1.24 | 0.88 | 0.86 | 1.29 | 7.51 | 14.80 | 7.44 | 7.67 | 10.66 | 5.72 | 10.73 | 2.89 | 2.13 | 1.64 | 0.72 | 0.00 | 0.42 | 2.01 | 2.15 | 0.67 | 1.28 | 0.91 | 0.61 | 0.69 |
Data as of 07/23/2025, AR inception is 03/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRMAX (NATIONWIDE S&P 500 INDEX FUND CLASS A) |
-16.83%
Feb 2006 - Feb 2009 |
-8.09%
Feb 2004 - Feb 2009 |
-3.10%
Aug 2000 - Aug 2010 |
2.66%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRMAX (NATIONWIDE S&P 500 INDEX FUND CLASS A) |
24.42%
Feb 2009 - Feb 2012 |
22.09%
Feb 2009 - Feb 2014 |
16.06%
Sep 2011 - Sep 2021 |
14.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart