Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWAEX (Nationwide BNY Mellon Dynamic U.S. Core Fund Eagle Class) | 11.01% | 27.72% | 21.30% | 12.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWAEX (Nationwide BNY Mellon Dynamic U.S. Core Fund Eagle Class) | 10/01/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 27.72 | 21.30 | 12.32 | NA | NA | NA | … | … | 11.01 | 17.32 | 22.39 | 24.29 | -21.92 | 30.49 | 19.10 | 37.34 | -15.96 |
| Sharpe Ratio | NA | 2.22 | 1.28 | 0.59 | NA | NA | NA | … | … | 1.95 | 0.80 | 1.50 | 1.64 | -0.95 | 2.07 | 0.56 | 2.77 | -1.84 |
| Standard Deviation(%) | NA | 11.87 | 14.50 | 16.97 | NA | NA | NA | … | … | 13.58 | 18.02 | 12.51 | 12.66 | 24.75 | 14.73 | 33.55 | 12.94 | 28.39 |
| Draw Down(%) | NA | 8.97 | 18.07 | 27.33 | NA | NA | NA | … | … | 8.97 | 18.07 | 8.23 | 10.73 | 27.33 | 6.28 | 32.77 | 5.82 | 21.94 |
| Yield(%) | 0.00 | 5.32 | 4.80 | 4.47 | 5.63 | 3.75 | 2.81 | … | … | 0.14 | 5.46 | 5.36 | 1.70 | 0.87 | 9.24 | 3.05 | 9.92 | 26.95 |
Data as of 06/04/2026, Common starting date is 10/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWAEX (Nationwide BNY Mellon Dynamic U.S. Core Fund Eagle Class) |
5.90%
Dec 2021 – Dec 2024 |
10.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWAEX (Nationwide BNY Mellon Dynamic U.S. Core Fund Eagle Class) |
28.75%
Dec 2018 – Dec 2021 |
16.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
