Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBDAX (NATIONWIDE BOND FUND CLASS A) | 0.93% | 5.38% | 0.19% | -1.90% | 0.55% | 1.98% | 2.09% | 3.12% |
Data as of 04/17/2025, AR inception is 05/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBDAX (NATIONWIDE BOND FUND CLASS A) | 05/28/1998 | 04/17/2025 |
| 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.38 | 0.19 | -1.90 | 0.55 | 1.98 | 2.09 | 3.12 | 0.93 | 0.94 | 5.19 | -15.30 | -2.56 | 4.99 | 8.69 | -0.24 | 3.67 | 3.20 | -0.03 | 4.03 | -0.52 | 7.93 | 6.37 | 7.61 | 10.04 | -9.45 | 3.00 | 4.24 | 2.87 | 4.58 | 6.05 | 9.07 | 9.61 | 7.39 | -2.55 | 5.30 |
| Sharpe Ratio | NA | -0.34 | -0.65 | -0.78 | -0.24 | NA | NA | 0.32 | -0.25 | -1.00 | 0.13 | -2.17 | -0.70 | 0.83 | 2.10 | -0.57 | 1.10 | 0.89 | -0.02 | 1.64 | -0.18 | 3.00 | 1.65 | 1.80 | 2.04 | -1.81 | 0.00 | 0.29 | 0.21 | 0.83 | 1.03 | 1.59 | 1.31 | 0.74 | -1.13 | 1.04 |
| Standard Deviation(%) | NA | 4.86 | 6.78 | 5.93 | 4.98 | NA | NA | 4.59 | 3.29 | 5.67 | 7.52 | 7.73 | 3.69 | 5.70 | 3.46 | 2.76 | 2.77 | 3.35 | 3.82 | 2.44 | 3.09 | 2.65 | 3.84 | 4.18 | 4.87 | 5.72 | 3.65 | 3.32 | 3.26 | 4.38 | 5.22 | 5.00 | 5.67 | 4.48 | 5.12 | 5.62 |
| Draw Down(%) | NA | 5.28 | 10.69 | 22.58 | 22.58 | NA | NA | 22.58 | 1.24 | 4.34 | 7.64 | 18.95 | 3.57 | 8.42 | 1.98 | 2.73 | 1.45 | 4.44 | 2.71 | 1.55 | 4.67 | 1.00 | 2.52 | 3.71 | 3.51 | 13.34 | 2.61 | 2.21 | 2.52 | 4.60 | 5.79 | 3.64 | 4.26 | 3.54 | 4.50 | 4.45 |
| Yield(%) | 0.00 | 3.08 | 2.75 | 2.11 | 2.32 | 3.12 | 2.90 | 3.67 | 0.31 | 3.53 | 3.20 | 2.02 | 1.18 | 2.35 | 2.86 | 2.73 | 2.49 | 2.59 | 2.25 | 4.51 | 3.41 | 4.48 | 5.87 | 5.03 | 0.30 | 0.00 | 2.02 | 4.63 | 4.16 | 4.40 | 4.82 | 5.38 | 5.69 | 6.58 | 6.05 | 3.77 |
Data as of 04/17/2025, AR inception is 05/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBDAX (NATIONWIDE BOND FUND CLASS A) |
-7.26%
Oct 2020 - Oct 2023 |
-2.15%
Feb 2020 - Feb 2025 |
0.12%
Oct 2013 - Oct 2023 |
1.54%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBDAX (NATIONWIDE BOND FUND CLASS A) |
10.59%
May 2000 - May 2003 |
7.70%
May 2000 - May 2005 |
5.18%
Oct 2000 - Oct 2010 |
4.86%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart