Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHFX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS M) | 18.47% | 38.19% | 20.45% | 8.74% | 10.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHFX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS M) | 09/18/2013 | 06/04/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 38.19 | 20.45 | 8.74 | 10.66 | NA | NA | … | … | 18.47 | 9.95 | 11.71 | 15.59 | -12.91 | 36.16 | 8.67 | 21.18 | -16.17 | 4.04 | 25.83 | -3.30 | 5.88 | 8.14 |
| Sharpe Ratio | NA | 2.03 | 0.90 | 0.30 | 0.40 | NA | NA | … | … | 2.61 | 0.35 | 0.42 | 0.62 | -0.60 | 1.59 | 0.18 | 1.29 | -1.10 | 0.27 | 1.69 | -0.23 | 0.41 | 2.26 |
| Standard Deviation(%) | NA | 16.64 | 19.25 | 20.52 | 22.95 | NA | NA | … | … | 17.09 | 20.33 | 19.38 | 19.33 | 24.12 | 22.68 | 46.01 | 15.30 | 16.09 | 12.81 | 15.14 | 14.42 | 14.46 | 13.91 |
| Draw Down(%) | NA | 8.50 | 24.68 | 24.68 | 47.58 | NA | NA | … | … | 8.50 | 20.53 | 9.77 | 16.80 | 23.34 | 11.33 | 45.32 | 12.00 | 25.98 | 8.83 | 10.79 | 12.65 | 11.24 | 4.43 |
| Yield(%) | 0.00 | 12.12 | 10.66 | 6.65 | 7.35 | 6.09 | 4.56 | … | … | 0.09 | 11.39 | 13.61 | 2.91 | 2.77 | 6.53 | 0.89 | 0.78 | 11.13 | 10.84 | 0.79 | 1.16 | 11.97 | 20.65 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NWHFX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS M) |
-10.78%
Mar 2017 – Mar 2020 |
-3.89%
Mar 2015 – Mar 2020 |
5.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHFX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS M) |
24.17%
Mar 2020 – Mar 2023 |
18.69%
Mar 2020 – Mar 2025 |
10.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart