Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHPX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS C) | NA | 58.42% | 6.44% | 19.18% | 16.67% | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHPX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE 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 (%) | -1.77 | 58.42 | 6.44 | 19.18 | 16.67 | NA | NA | … | … | 11.65 | 62.87 | -37.83 | 18.22 | 49.41 | 37.38 | -2.51 | 36.74 | 9.90 | 4.88 | 14.55 | 9.96 |
| Sharpe Ratio | NA | 2.13 | 0.15 | 0.61 | 0.65 | NA | NA | … | … | 6.38 | 2.25 | -1.09 | 0.84 | 1.30 | 1.96 | -0.16 | 3.07 | 0.56 | 0.27 | 0.94 | 3.49 |
| Standard Deviation(%) | NA | 25.40 | 28.67 | 29.00 | 24.14 | NA | NA | … | … | 20.13 | 26.27 | 36.18 | 21.65 | 37.55 | 18.39 | 24.55 | 11.82 | 17.21 | 17.73 | 15.39 | 11.30 |
| Draw Down(%) | NA | 12.26 | 43.01 | 43.01 | 43.01 | NA | NA | … | … | 4.26 | 12.26 | 41.41 | 12.36 | 30.50 | 11.30 | 24.72 | 5.49 | 15.61 | 12.98 | 9.96 | 3.39 |
| Yield(%) | 0.00 | 12.48 | 11.44 | 17.15 | 15.61 | 11.83 | 8.87 | … | … | 0.00 | 14.39 | 8.67 | 22.83 | 18.91 | 11.24 | 17.62 | 14.38 | 8.61 | 8.89 | 10.67 | 0.00 |
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 |
|---|---|---|---|---|
| NWHPX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS C) |
3.17%
Dec 2019 – Dec 2022 |
8.02%
Dec 2017 – Dec 2022 |
14.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHPX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS C) |
34.38%
Dec 2018 – Dec 2021 |
28.23%
Jun 2016 – Jun 2021 |
16.42%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart