Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHJX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS A) | 14.35% | 29.18% | 21.72% | 10.57% | 8.80% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHJX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS A) | 09/18/2013 | 06/03/2026 |
| 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 (%) | 0.69 | 29.18 | 21.72 | 10.57 | 8.80 | NA | NA | … | … | 14.35 | 34.35 | 6.93 | 21.47 | -16.24 | 9.71 | 7.87 | 21.41 | -20.05 | 24.23 | -2.57 | 0.66 | -2.23 | 7.16 |
| Sharpe Ratio | NA | 1.84 | 1.31 | 0.52 | 0.44 | NA | NA | … | … | 1.90 | 2.18 | 0.26 | 1.40 | -0.84 | 0.75 | 0.26 | 1.93 | -1.54 | 2.99 | -0.16 | 0.04 | -0.18 | 2.81 |
| Standard Deviation(%) | NA | 14.45 | 14.16 | 15.55 | 16.44 | NA | NA | … | … | 18.53 | 14.50 | 12.59 | 12.86 | 21.09 | 12.95 | 29.44 | 10.36 | 13.97 | 7.92 | 17.01 | 14.84 | 12.27 | 9.74 |
| Draw Down(%) | NA | 11.08 | 13.78 | 30.72 | 39.47 | NA | NA | … | … | 11.08 | 13.78 | 8.92 | 10.06 | 30.02 | 7.24 | 33.90 | 7.54 | 27.73 | 3.02 | 11.86 | 14.26 | 12.98 | 2.43 |
| Yield(%) | 0.00 | 8.33 | 5.83 | 3.93 | 3.68 | 2.94 | 2.21 | … | … | 0.06 | 9.86 | 3.64 | 2.95 | 2.17 | 2.53 | 1.40 | 2.79 | 3.94 | 2.07 | 1.88 | 2.47 | 3.87 | 2.01 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| NWHJX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS A) |
-4.84%
Mar 2017 – Mar 2020 |
-3.13%
Sep 2017 – Sep 2022 |
2.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHJX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS A) |
24.76%
Sep 2022 – Sep 2025 |
12.90%
Mar 2020 – Mar 2025 |
9.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
