Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHGX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS R6) | 16.18% | 35.55% | 20.01% | 9.41% | 11.05% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHGX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS R6) | 09/20/2013 | 06/05/2026 |
| 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 (%) | -0.79 | 35.55 | 20.01 | 9.41 | 11.05 | NA | NA | … | … | 16.18 | 9.96 | 11.73 | 16.55 | -12.86 | 42.58 | 8.61 | 21.30 | -16.20 | 3.96 | 25.83 | -3.30 | 5.96 | 8.64 |
| Sharpe Ratio | NA | 2.04 | 0.92 | 0.36 | 0.42 | NA | NA | … | … | 2.62 | 0.35 | 0.42 | 0.67 | -0.59 | 1.82 | 0.18 | 1.30 | -1.10 | 0.26 | 1.69 | -0.23 | 0.41 | 2.49 |
| Standard Deviation(%) | NA | 16.63 | 19.24 | 20.66 | 23.00 | NA | NA | … | … | 17.02 | 20.30 | 19.38 | 19.30 | 24.12 | 23.36 | 45.95 | 15.31 | 16.05 | 12.78 | 15.17 | 14.37 | 14.58 | 13.97 |
| Draw Down(%) | NA | 8.51 | 24.71 | 24.71 | 47.57 | NA | NA | … | … | 8.51 | 20.56 | 9.72 | 16.75 | 23.31 | 11.29 | 45.32 | 12.08 | 25.98 | 8.83 | 10.79 | 12.58 | 11.31 | 4.43 |
| Yield(%) | 0.00 | 12.14 | 11.01 | 7.64 | 8.05 | 6.50 | 4.88 | … | … | 0.09 | 11.40 | 13.62 | 3.88 | 2.77 | 12.26 | 0.90 | 0.78 | 11.14 | 10.83 | 0.79 | 1.16 | 11.97 | 20.77 |
Data as of 06/05/2026, Common starting date is 09/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHGX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS R6) |
-10.82%
Mar 2017 – Mar 2020 |
-3.91%
Mar 2015 – Mar 2020 |
6.49%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHGX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS R6) |
26.11%
Mar 2020 – Mar 2023 |
20.02%
Mar 2020 – Mar 2025 |
11.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart