Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHHX (NATIONWIDE BAILARD COGNITIVE VALUE FUND INSTITUTIONAL SERVICE CLASS) | 19.72% | 36.85% | 19.69% | 9.02% | 10.88% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHHX (NATIONWIDE BAILARD COGNITIVE VALUE FUND INSTITUTIONAL SERVICE CLASS) | 09/18/2013 | 06/11/2026 |
| 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 (%) | 1.11 | 36.85 | 19.69 | 9.02 | 10.88 | NA | NA | … | … | 19.72 | 9.99 | 11.68 | 16.58 | -12.93 | 36.01 | 8.57 | 21.03 | -16.39 | 3.91 | 25.72 | -3.32 | 6.01 | 7.97 |
| Sharpe Ratio | NA | 1.96 | 0.87 | 0.29 | 0.39 | NA | NA | … | … | 2.28 | 0.35 | 0.41 | 0.67 | -0.60 | 1.58 | 0.18 | 1.28 | -1.12 | 0.26 | 1.69 | -0.23 | 0.41 | 2.24 |
| Standard Deviation(%) | NA | 16.82 | 19.20 | 20.57 | 22.96 | NA | NA | … | … | 17.28 | 20.35 | 19.45 | 19.39 | 24.16 | 22.75 | 45.94 | 15.24 | 16.00 | 12.79 | 15.10 | 14.36 | 14.55 | 13.75 |
| Draw Down(%) | NA | 8.53 | 24.68 | 24.68 | 47.74 | NA | NA | … | … | 8.53 | 20.59 | 9.75 | 16.83 | 23.34 | 11.31 | 45.32 | 12.06 | 26.03 | 8.89 | 10.78 | 12.65 | 11.22 | 4.43 |
| Yield(%) | 0.00 | 11.83 | 10.57 | 6.73 | 7.42 | 6.08 | 4.56 | … | … | 0.08 | 11.35 | 13.58 | 3.81 | 2.71 | 6.45 | 0.74 | 0.67 | 10.85 | 10.70 | 0.72 | 1.13 | 12.01 | 20.44 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| NWHHX (NATIONWIDE BAILARD COGNITIVE VALUE FUND INSTITUTIONAL SERVICE CLASS) |
-10.94%
Mar 2017 – Mar 2020 |
-4.01%
Mar 2015 – Mar 2020 |
5.90%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHHX (NATIONWIDE BAILARD COGNITIVE VALUE FUND INSTITUTIONAL SERVICE CLASS) |
24.06%
Mar 2020 – Mar 2023 |
18.84%
Mar 2020 – Mar 2025 |
10.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart