Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWAAX (NATIONWIDE PORTFOLIO COMPLETION FUND CLASS A) | NA | 4.43% | 0.92% | 1.93% | NA | NA | NA | 0.88% |
Data as of 08/18/2017, AR inception is 07/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWAAX (NATIONWIDE PORTFOLIO COMPLETION FUND CLASS A) | 07/29/2011 | 08/18/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 4.43 | 0.92 | 1.93 | NA | NA | NA | 0.88 | 5.22 | 7.70 | -5.50 | 1.53 | -2.20 | 7.89 | -8.11 |
| Sharpe Ratio | NA | 1.01 | 0.15 | 0.39 | NA | NA | NA | 0.13 | 2.42 | 1.35 | -1.11 | 0.41 | -0.41 | 1.30 | -1.32 |
| Standard Deviation(%) | NA | 3.97 | 4.81 | 4.73 | NA | NA | NA | 6.07 | 3.24 | 5.52 | 5.00 | 3.73 | 5.39 | 6.09 | 13.72 |
| Draw Down(%) | NA | 3.61 | 12.88 | 13.14 | NA | NA | NA | 13.14 | 1.82 | 3.61 | 8.50 | 5.87 | 8.79 | 7.56 | 11.61 |
| Yield(%) | 1.79 | 3.88 | 2.04 | 1.58 | 0.76 | 0.50 | 0.38 | 1.26 | 2.12 | 1.98 | 0.00 | 2.56 | 0.94 | 0.47 | 0.00 |
Data as of 08/18/2017, AR inception is 07/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWAAX (NATIONWIDE PORTFOLIO COMPLETION FUND CLASS A) |
-2.53%
Jan 2013 - Jan 2016 |
0.24%
Aug 2011 - Aug 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWAAX (NATIONWIDE PORTFOLIO COMPLETION FUND CLASS A) |
3.56%
Sep 2011 - Sep 2014 |
2.42%
May 2012 - May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart