Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHEX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS C) | NA | 1.05% | 3.12% | 6.83% | 5.75% | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHEX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS C) | 09/18/2013 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 1.05 | 3.12 | 6.83 | 5.75 | NA | NA | … | … | -5.19 | 14.77 | -13.76 | 34.72 | 7.66 | 19.91 | -17.80 | 2.88 | 24.49 | -4.35 | 4.76 | 7.78 |
| Sharpe Ratio | NA | -0.17 | 0.05 | 0.20 | 0.22 | NA | NA | … | … | -2.24 | 0.55 | -0.63 | 1.53 | 0.16 | 1.21 | -1.19 | 0.18 | 1.60 | -0.30 | 0.33 | 2.18 |
| Standard Deviation(%) | NA | 19.25 | 21.68 | 27.61 | 22.07 | NA | NA | … | … | 16.53 | 19.30 | 24.08 | 22.65 | 45.89 | 15.31 | 16.06 | 12.74 | 15.15 | 14.40 | 14.51 | 13.75 |
| Draw Down(%) | NA | 15.48 | 25.01 | 45.31 | 48.84 | NA | NA | … | … | 6.56 | 16.99 | 23.91 | 11.40 | 45.31 | 12.34 | 27.00 | 9.18 | 10.91 | 12.97 | 11.49 | 4.42 |
| Yield(%) | 0.00 | 1.26 | 3.27 | 2.66 | 4.73 | 4.07 | 3.05 | … | … | 0.00 | 1.37 | 2.57 | 6.61 | 0.55 | 0.49 | 10.88 | 11.05 | 0.32 | 0.58 | 11.67 | 21.09 |
Data as of 02/16/2024, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHEX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS C) |
-11.96%
Mar 2017 – Mar 2020 |
-5.08%
Mar 2015 – Mar 2020 |
4.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHEX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS C) |
22.86%
Mar 2020 – Mar 2023 |
11.52%
May 2016 – May 2021 |
6.15%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart