Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHUX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND INSTITUTIONAL SERVICE CLASS) | 22.63% | 39.24% | 30.35% | 15.90% | 21.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHUX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND INSTITUTIONAL SERVICE CLASS) | 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 (%) | 3.87 | 39.24 | 30.35 | 15.90 | 21.39 | NA | NA | … | … | 22.63 | 7.26 | 26.86 | 62.55 | -37.30 | 19.09 | 50.87 | 38.72 | -1.91 | 38.07 | 11.10 | 5.86 | 15.57 | 10.24 |
| Sharpe Ratio | NA | 1.75 | 1.14 | 0.49 | 0.78 | NA | NA | … | … | 2.19 | 0.15 | 1.04 | 2.91 | -1.07 | 0.88 | 1.34 | 2.02 | -0.14 | 3.18 | 0.63 | 0.33 | 1.01 | 3.59 |
| Standard Deviation(%) | NA | 21.25 | 23.88 | 26.24 | 25.16 | NA | NA | … | … | 24.89 | 29.31 | 22.28 | 20.47 | 36.15 | 21.61 | 37.55 | 18.42 | 24.48 | 11.84 | 17.25 | 17.72 | 15.43 | 11.33 |
| Draw Down(%) | NA | 21.39 | 26.49 | 42.64 | 42.64 | NA | NA | … | … | 17.82 | 26.49 | 15.31 | 12.05 | 40.96 | 12.33 | 30.48 | 11.21 | 24.70 | 5.43 | 15.50 | 12.75 | 9.88 | 3.44 |
| Yield(%) | 0.00 | 12.01 | 13.29 | 10.23 | 17.25 | 14.59 | 10.94 | … | … | 0.00 | 12.43 | 15.05 | 10.08 | 6.40 | 17.92 | 15.42 | 9.40 | 15.29 | 12.86 | 8.04 | 8.36 | 10.20 | 0.06 |
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 |
|---|---|---|---|---|
| NWHUX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND INSTITUTIONAL SERVICE CLASS) |
4.05%
Dec 2019 – Dec 2022 |
8.92%
Dec 2017 – Dec 2022 |
15.36%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHUX (NATIONWIDE BAILARD TECHNOLOGY AND SCIENCE FUND INSTITUTIONAL SERVICE CLASS) |
36.53%
Oct 2022 – Oct 2025 |
29.41%
Jun 2016 – Jun 2021 |
21.14%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart