Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) | 8.05% | 8.25% | 9.51% | 6.47% | 8.74% | 10.61% | 6.42% | 4.97% |
Data as of 08/08/2025, AR inception is 06/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) | 06/29/1998 | 08/08/2025 |
| 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 (%) | 2.35 | 8.25 | 9.51 | 6.47 | 8.74 | 10.61 | 6.42 | 4.97 | 8.05 | 10.28 | 21.85 | -21.90 | 9.43 | 19.48 | 30.58 | -6.40 | 19.97 | 11.30 | 0.70 | 11.96 | 30.09 | 14.24 | 0.18 | 12.54 | 24.76 | -42.55 | -10.03 | 13.71 | 7.12 | 9.52 | 26.72 | -17.38 | -12.02 | -2.14 | -0.48 | 5.08 |
| Sharpe Ratio | NA | 0.24 | 0.34 | 0.23 | 0.38 | NA | NA | 0.17 | 0.48 | 0.23 | 1.27 | -0.93 | 0.54 | 0.56 | 2.29 | -0.45 | 2.75 | 0.81 | 0.04 | 1.01 | 2.68 | 1.12 | 0.01 | 0.69 | 0.86 | -1.05 | -0.59 | 0.54 | 0.47 | 0.73 | 1.48 | -0.73 | -0.75 | -0.32 | -0.23 | 0.28 |
| Standard Deviation(%) | NA | 21.67 | 18.25 | 19.14 | 19.34 | NA | NA | 20.22 | 22.38 | 16.40 | 13.96 | 25.25 | 17.39 | 34.34 | 12.75 | 17.24 | 7.07 | 13.62 | 15.94 | 11.83 | 11.21 | 12.78 | 23.45 | 18.10 | 28.58 | 41.34 | 22.32 | 19.31 | 10.64 | 11.74 | 17.64 | 25.34 | 19.44 | 19.40 | 16.23 | 25.15 |
| Draw Down(%) | NA | 25.82 | 25.82 | 34.00 | 34.37 | NA | NA | 65.77 | 18.73 | 12.93 | 9.48 | 25.55 | 13.92 | 34.37 | 6.57 | 20.44 | 2.79 | 11.83 | 12.62 | 9.22 | 6.02 | 11.20 | 20.88 | 16.56 | 28.00 | 51.98 | 20.32 | 10.57 | 7.56 | 11.07 | 13.15 | 31.90 | 28.06 | 16.18 | 15.26 | 20.45 |
| Yield(%) | 0.00 | 0.20 | 0.27 | 0.33 | 4.35 | 5.87 | 3.86 | 3.30 | 0.10 | 0.21 | 0.45 | 0.29 | 0.35 | 0.65 | 3.38 | 19.23 | 10.44 | 4.47 | 3.47 | 1.03 | 1.14 | 1.30 | 0.95 | 0.60 | 0.32 | 0.00 | 0.18 | 12.57 | 14.45 | 1.23 | 0.58 | 0.52 | 0.38 | 28.94 | 6.66 | 0.39 |
Data as of 08/08/2025, AR inception is 06/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) |
-22.47%
Feb 2006 - Feb 2009 |
-11.61%
Feb 2004 - Feb 2009 |
-6.19%
Feb 1999 - Feb 2009 |
1.61%
Jul 1998 - Jul 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) |
23.43%
Feb 2009 - Feb 2012 |
20.90%
Feb 2009 - Feb 2014 |
15.42%
Sep 2011 - Sep 2021 |
13.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart