Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHLX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS M) | 14.16% | 27.52% | 21.28% | 10.68% | 9.55% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHLX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS M) | 09/18/2013 | 06/12/2026 |
| 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 (%) | 2.67 | 27.52 | 21.28 | 10.68 | 9.55 | NA | NA | … | … | 14.16 | 34.78 | 7.36 | 21.75 | -15.91 | 10.12 | 8.25 | 21.72 | -19.70 | 24.70 | -2.25 | 0.92 | -1.91 | 7.36 |
| Sharpe Ratio | NA | 1.65 | 1.26 | 0.52 | 0.47 | NA | NA | … | … | 1.68 | 2.21 | 0.30 | 1.43 | -0.83 | 0.78 | 0.27 | 1.96 | -1.52 | 2.99 | -0.15 | 0.06 | -0.16 | 2.89 |
| Standard Deviation(%) | NA | 15.04 | 14.29 | 15.62 | 16.45 | NA | NA | … | … | 18.95 | 14.53 | 12.58 | 12.75 | 20.97 | 13.02 | 29.48 | 10.32 | 13.95 | 8.07 | 16.99 | 14.77 | 12.35 | 9.75 |
| Draw Down(%) | NA | 11.02 | 13.74 | 30.49 | 39.04 | NA | NA | … | … | 11.02 | 13.74 | 8.83 | 9.96 | 29.77 | 7.33 | 33.82 | 7.43 | 27.50 | 2.91 | 11.76 | 14.19 | 12.98 | 2.42 |
| Yield(%) | 0.00 | 7.44 | 6.16 | 4.12 | 4.18 | 3.23 | 2.42 | … | … | 0.18 | 10.12 | 3.97 | 3.25 | 2.37 | 2.95 | 1.51 | 3.22 | 4.24 | 2.50 | 2.08 | 2.75 | 4.21 | 2.31 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| NWHLX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS M) |
-4.54%
Mar 2017 – Mar 2020 |
-2.76%
Sep 2017 – Sep 2022 |
2.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHLX (NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS M) |
25.11%
Sep 2022 – Sep 2025 |
13.27%
Mar 2020 – Mar 2025 |
9.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart