Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHOX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS A) | 15.40% | 29.01% | 27.56% | 7.52% | 15.47% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHOX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS A) | 09/18/2013 | 06/09/2026 |
| 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 (%) | -7.59 | 29.01 | 27.56 | 7.52 | 15.47 | NA | NA | … | … | 15.40 | 3.46 | 10.50 | 62.17 | -44.37 | -1.05 | 33.88 | 38.44 | -2.03 | 37.74 | 10.79 | 5.66 | 15.32 | 10.18 |
| Sharpe Ratio | NA | 1.69 | 1.12 | 0.23 | 0.56 | NA | NA | … | … | 2.36 | 0.02 | 0.15 | 2.85 | -1.23 | -0.04 | 0.85 | 2.01 | -0.14 | 3.16 | 0.61 | 0.32 | 0.99 | 3.56 |
| Standard Deviation(%) | NA | 21.52 | 23.95 | 27.44 | 26.07 | NA | NA | … | … | 24.92 | 29.75 | 26.56 | 20.52 | 37.45 | 25.99 | 39.41 | 18.42 | 24.47 | 11.82 | 17.26 | 17.75 | 15.41 | 11.34 |
| Draw Down(%) | NA | 21.41 | 26.51 | 56.45 | 56.45 | NA | NA | … | … | 17.84 | 26.51 | 18.65 | 12.14 | 46.15 | 20.71 | 30.46 | 11.22 | 24.73 | 5.45 | 15.59 | 12.81 | 9.88 | 3.39 |
| Yield(%) | 0.00 | 13.39 | 14.66 | 6.09 | 11.01 | 9.77 | 7.33 | … | … | 0.00 | 14.06 | 16.74 | 11.11 | 0.00 | 0.00 | 0.00 | 9.91 | 15.97 | 13.27 | 8.19 | 8.41 | 10.32 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| NWHOX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS A) |
-9.67%
Dec 2019 – Dec 2022 |
-0.01%
Dec 2017 – Dec 2022 |
10.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHOX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS A) |
34.38%
Dec 2022 – Dec 2025 |
26.14%
Jun 2016 – Jun 2021 |
15.95%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart