Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWALX (Nationwide BNY Mellon Disciplined Value Fund Class A) | 10.69% | 26.38% | 19.02% | 12.23% | NA | NA | NA | … | … |
Data as of 06/01/2026, Common starting date is 12/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWALX (Nationwide BNY Mellon Disciplined Value Fund Class A) | 12/18/2019 | 06/01/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 26.38 | 19.02 | 12.23 | NA | NA | NA | … | … | 10.69 | 18.40 | 15.11 | 8.43 | -0.88 | 34.84 | 2.18 | 1.11 |
| Sharpe Ratio | NA | 2.20 | 1.23 | 0.66 | NA | NA | NA | … | … | 2.13 | 1.00 | 1.06 | 0.40 | -0.11 | 2.14 | 0.05 | 8.14 |
| Standard Deviation(%) | NA | 11.47 | 12.82 | 15.05 | NA | NA | NA | … | … | 12.95 | 15.55 | 10.83 | 12.08 | 20.57 | 16.27 | 41.20 | 4.94 |
| Draw Down(%) | NA | 6.91 | 14.44 | 16.63 | NA | NA | NA | … | … | 6.91 | 13.30 | 8.55 | 9.24 | 16.63 | 6.46 | 43.36 | 0.47 |
| Yield(%) | 0.00 | 9.89 | 10.90 | 10.66 | 6.92 | 4.61 | 3.46 | … | … | 0.23 | 10.15 | 16.34 | 4.06 | 9.38 | 24.16 | 4.84 | 0.00 |
Data as of 06/01/2026, Common starting date is 12/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWALX (Nationwide BNY Mellon Disciplined Value Fund Class A) |
7.35%
Dec 2021 – Dec 2024 |
12.46%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWALX (Nationwide BNY Mellon Disciplined Value Fund Class A) |
25.61%
Mar 2020 – Mar 2023 |
20.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart