Performance Comparison
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
