Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHKX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS C) | NA | 13.63% | 1.38% | 5.33% | 2.55% | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHKX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES 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 (%) | -0.34 | 13.63 | 1.38 | 5.33 | 2.55 | NA | NA | … | … | 1.04 | 20.44 | -16.81 | 9.04 | 7.24 | 20.27 | -20.47 | 23.22 | -3.30 | -0.09 | -2.95 | 7.04 |
| Sharpe Ratio | NA | 0.74 | -0.04 | 0.21 | 0.10 | NA | NA | … | … | 0.50 | 1.27 | -0.87 | 0.69 | 0.24 | 1.84 | -1.57 | 2.85 | -0.21 | -0.01 | -0.24 | 2.74 |
| Standard Deviation(%) | NA | 12.53 | 15.96 | 18.70 | 16.31 | NA | NA | … | … | 9.01 | 12.90 | 21.08 | 13.05 | 29.53 | 10.26 | 13.95 | 7.97 | 16.98 | 14.84 | 12.25 | 9.82 |
| Draw Down(%) | NA | 10.05 | 31.21 | 33.99 | 40.48 | NA | NA | … | … | 2.30 | 10.05 | 30.28 | 7.50 | 33.99 | 7.63 | 28.31 | 2.95 | 11.91 | 14.55 | 13.27 | 2.42 |
| Yield(%) | 0.00 | 1.84 | 1.76 | 1.96 | 1.97 | 1.50 | 1.12 | … | … | 0.00 | 1.97 | 1.79 | 1.95 | 1.50 | 1.95 | 3.38 | 1.45 | 1.69 | 1.84 | 3.17 | 1.37 |
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 |
|---|---|---|---|---|
| NWHKX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS C) |
-5.51%
Mar 2017 – Mar 2020 |
-3.80%
Sep 2017 – Sep 2022 |
1.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHKX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS C) |
12.04%
Dec 2018 – Dec 2021 |
7.10%
Dec 2018 – Dec 2023 |
3.08%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart