Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GRMRX (NATIONWIDE S&P 500 INDEX FUND CLASS R) 8.03% 24.82% 20.55% 11.37% 13.85% 13.15% NA
Data as of 06/05/2026, Common starting date is 02/07/2007
More Performance Analytics Comparison
Name Start Date End Date
GRMRX (NATIONWIDE S&P 500 INDEX FUND CLASS R) 02/07/2007 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -2.56 24.82 20.55 11.37 13.85 13.15 NA 8.03 16.90 23.82 25.09 -19.22 22.28 17.37 30.42 -4.21 20.78 11.09 0.31 12.54 31.42 14.94 1.11 13.94 23.40 -38.56 -0.65
Sharpe Ratio NA 2.19 1.28 0.56 0.69 NA NA 1.94 0.75 1.58 1.65 -0.86 1.68 0.49 2.31 -0.33 2.98 0.83 0.02 1.08 2.82 1.18 0.05 0.76 0.86 -0.97 -0.23
Standard Deviation(%) NA 11.88 14.85 16.92 18.12 NA NA 13.49 18.65 12.77 13.13 24.17 13.24 34.62 12.53 17.05 6.77 13.10 15.53 11.55 11.14 12.74 23.50 18.23 27.21 40.80 16.66
Draw Down(%) NA 9.01 18.84 26.83 33.88 NA NA 9.01 18.84 8.52 10.15 25.04 5.40 33.88 6.68 18.80 2.69 10.32 12.12 7.30 5.64 9.69 19.00 15.85 27.25 48.61 9.96
Yield(%) 0.00 5.22 3.64 2.35 5.63 7.40 4.89 0.00 5.29 2.69 1.01 0.60 0.54 0.99 7.34 14.67 7.29 7.54 10.42 5.17 10.37 2.55 1.79 1.07 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 02/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GRMRX (NATIONWIDE S&P 500 INDEX FUND CLASS R) -12.21%
Jun 2007 – Jun 2010
-2.93%
May 2007 – May 2012
5.37%
May 2007 – May 2017
6.49%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GRMRX (NATIONWIDE S&P 500 INDEX FUND CLASS R) 23.76%
Feb 2009 – Feb 2012
21.53%
Feb 2009 – Feb 2014
15.72%
Sep 2011 – Sep 2021
14.59%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return