Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWGYX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS A) | NA | -11.93% | 0.90% | 6.16% | NA | NA | NA | 5.61% |
Data as of 09/25/2020, AR inception is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWGYX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS A) | 09/18/2013 | 09/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.98 | -11.93 | 0.90 | 6.16 | NA | NA | NA | 5.61 | -18.68 | 25.53 | -6.90 | 17.98 | 13.24 | -2.39 | 11.06 | 6.47 |
| Sharpe Ratio | NA | -0.34 | -0.01 | 0.27 | NA | NA | NA | 0.28 | -0.58 | 2.04 | -0.54 | 2.53 | 1.03 | -0.16 | 1.05 | 2.43 |
| Standard Deviation(%) | NA | 37.05 | 24.03 | 20.00 | NA | NA | NA | 18.07 | 42.78 | 11.85 | 15.34 | 6.90 | 12.59 | 14.98 | 10.47 | 10.09 |
| Draw Down(%) | NA | 38.40 | 38.40 | 38.40 | NA | NA | NA | 38.40 | 38.40 | 7.42 | 18.41 | 3.23 | 9.55 | 13.66 | 6.76 | 3.96 |
| Yield(%) | 0.00 | 12.11 | 13.08 | 11.13 | 6.30 | 4.20 | 3.15 | 9.00 | 1.59 | 14.72 | 18.21 | 11.30 | 2.80 | 3.81 | 2.98 | 0.59 |
Data as of 09/25/2020, AR inception is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWGYX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS A) |
-1.21%
Mar 2017 - Mar 2020 |
1.93%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWGYX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS A) |
13.91%
Sep 2015 - Sep 2018 |
8.79%
Dec 2014 - Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart