Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHQX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS M) | 22.67% | 39.44% | 30.51% | 16.03% | 21.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHQX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS M) | 09/18/2013 | 06/04/2026 |
| 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 (%) | 3.86 | 39.44 | 30.51 | 16.03 | 21.35 | NA | NA | … | … | 22.67 | 7.61 | 26.99 | 62.68 | -37.23 | 19.21 | 50.97 | 38.91 | -3.11 | 38.22 | 11.13 | 6.02 | 15.70 | 10.33 |
| Sharpe Ratio | NA | 1.76 | 1.14 | 0.50 | 0.78 | NA | NA | … | … | 2.20 | 0.17 | 1.05 | 2.91 | -1.07 | 0.89 | 1.34 | 2.03 | -0.18 | 3.18 | 0.63 | 0.34 | 1.03 | 3.62 |
| Standard Deviation(%) | NA | 21.25 | 23.87 | 26.24 | 25.16 | NA | NA | … | … | 24.87 | 29.24 | 22.27 | 20.48 | 36.18 | 21.60 | 37.54 | 18.43 | 24.43 | 11.85 | 17.31 | 17.71 | 15.29 | 11.35 |
| Draw Down(%) | NA | 21.34 | 26.48 | 42.61 | 42.61 | NA | NA | … | … | 17.78 | 26.48 | 15.30 | 12.03 | 40.94 | 12.31 | 30.43 | 11.14 | 25.69 | 5.47 | 15.54 | 12.73 | 9.86 | 3.43 |
| Yield(%) | 0.00 | 11.86 | 13.18 | 10.18 | 17.12 | 14.50 | 10.88 | … | … | 0.00 | 12.29 | 14.92 | 10.01 | 6.36 | 17.85 | 15.38 | 9.49 | 14.18 | 12.91 | 8.14 | 8.45 | 10.40 | 0.23 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NWHQX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS M) |
4.15%
Dec 2019 – Dec 2022 |
8.74%
Dec 2017 – Dec 2022 |
15.31%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHQX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS M) |
36.70%
Oct 2022 – Oct 2025 |
29.19%
Jun 2016 – Jun 2021 |
21.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart