Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWCPX (NATIONWIDE CORE PLUS BOND FUND CLASS A) | 5.66% | 2.02% | 2.18% | -1.06% | 1.56% | NA | NA | 1.60% |
Data as of 08/01/2025, AR inception is 04/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWCPX (NATIONWIDE CORE PLUS BOND FUND CLASS A) | 04/25/2013 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 2.02 | 2.18 | -1.06 | 1.56 | NA | NA | 1.60 | 5.66 | -0.50 | 7.03 | -13.62 | -1.72 | 6.39 | 9.38 | -1.70 | 3.64 | 3.69 | 0.70 | 4.51 | -2.07 |
| Sharpe Ratio | NA | -0.20 | -0.18 | -0.53 | 0.03 | NA | NA | 0.09 | 1.25 | -1.17 | 0.38 | -2.02 | -0.64 | 1.15 | 2.53 | -1.27 | 1.18 | 1.19 | 0.20 | 2.14 | -0.91 |
| Standard Deviation(%) | NA | 5.67 | 6.79 | 5.96 | 4.86 | NA | NA | 4.56 | 5.52 | 6.06 | 7.41 | 7.45 | 2.70 | 5.32 | 3.15 | 2.37 | 2.57 | 2.93 | 3.30 | 2.10 | 3.31 |
| Draw Down(%) | NA | 7.45 | 9.86 | 20.40 | 20.40 | NA | NA | 20.40 | 2.85 | 6.54 | 7.75 | 17.87 | 2.36 | 8.34 | 1.81 | 2.82 | 1.37 | 3.60 | 2.24 | 0.97 | 4.16 |
| Yield(%) | 0.00 | 1.44 | 2.88 | 2.19 | 2.56 | 2.06 | 1.55 | 2.58 | 0.00 | 3.77 | 3.97 | 2.27 | 1.63 | 2.49 | 2.94 | 2.70 | 2.81 | 2.89 | 2.75 | 2.70 | 1.84 |
Data as of 08/01/2025, AR inception is 04/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWCPX (NATIONWIDE CORE PLUS BOND FUND CLASS A) |
-5.93%
Oct 2020 - Oct 2023 |
-1.19%
Oct 2017 - Oct 2022 |
0.65%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWCPX (NATIONWIDE CORE PLUS BOND FUND CLASS A) |
5.16%
Nov 2017 - Nov 2020 |
4.40%
Nov 2015 - Nov 2020 |
1.84%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart