Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHTX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS R6) | 22.68% | 39.41% | 30.51% | 16.03% | 21.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHTX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS R6) | 09/20/2013 | 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 | 39.41 | 30.51 | 16.03 | 21.36 | NA | NA | … | … | 22.68 | 7.55 | 27.00 | 62.68 | -37.25 | 19.21 | 51.00 | 38.82 | -3.01 | 38.17 | 11.16 | 6.04 | 15.80 | 10.74 |
| Sharpe Ratio | NA | 1.76 | 1.14 | 0.50 | 0.78 | NA | NA | … | … | 2.20 | 0.16 | 1.05 | 2.91 | -1.07 | 0.89 | 1.34 | 2.03 | -0.18 | 3.18 | 0.63 | 0.34 | 1.02 | 3.87 |
| Standard Deviation(%) | NA | 21.26 | 23.88 | 26.25 | 25.16 | NA | NA | … | … | 24.90 | 29.25 | 22.27 | 20.51 | 36.17 | 21.60 | 37.56 | 18.42 | 24.43 | 11.84 | 17.28 | 17.70 | 15.46 | 11.47 |
| Draw Down(%) | NA | 21.35 | 26.46 | 42.59 | 42.59 | NA | NA | … | … | 17.79 | 26.46 | 15.31 | 12.04 | 40.93 | 12.32 | 30.48 | 11.17 | 25.66 | 5.43 | 15.51 | 12.76 | 9.88 | 3.37 |
| Yield(%) | 0.00 | 11.92 | 13.24 | 10.22 | 17.16 | 14.60 | 10.95 | … | … | 0.00 | 12.35 | 14.98 | 10.05 | 6.39 | 17.91 | 15.42 | 9.51 | 14.26 | 12.93 | 8.16 | 8.48 | 10.42 | 0.23 |
Data as of 06/04/2026, Common starting date is 09/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHTX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS R6) |
4.15%
Dec 2019 – Dec 2022 |
8.75%
Dec 2017 – Dec 2022 |
15.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHTX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND CLASS R6) |
36.68%
Oct 2022 – Oct 2025 |
29.20%
Jun 2016 – Jun 2021 |
21.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart