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Performance Comparison
Comparison Box

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