Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) | -5.14% | -2.14% | 6.48% | 3.51% | 7.93% | NA | NA | 8.72% |
Data as of 07/25/2025, AR inception is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) | 09/18/2013 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | -2.14 | 6.48 | 3.51 | 7.93 | NA | NA | 8.72 | -5.14 | 10.53 | 18.06 | -26.09 | 2.59 | 31.74 | 28.02 | -1.17 | 22.39 | 10.50 | 9.75 | -3.18 | 7.89 |
| Sharpe Ratio | NA | -0.25 | 0.15 | 0.08 | 0.30 | NA | NA | 0.33 | -0.52 | 0.21 | 0.80 | -1.00 | 0.13 | 0.84 | 1.71 | -0.14 | 1.91 | 0.61 | 0.63 | -0.20 | 1.95 |
| Standard Deviation(%) | NA | 21.63 | 20.36 | 21.00 | 21.46 | NA | NA | 20.60 | 23.00 | 18.69 | 17.34 | 27.67 | 19.03 | 37.52 | 15.56 | 18.39 | 11.45 | 16.79 | 15.55 | 15.88 | 15.59 |
| Draw Down(%) | NA | 24.74 | 24.74 | 38.51 | 38.51 | NA | NA | 38.51 | 22.08 | 11.63 | 15.98 | 29.83 | 15.00 | 35.44 | 7.99 | 26.96 | 5.21 | 14.13 | 10.91 | 14.63 | 4.54 |
| Yield(%) | 0.00 | 3.48 | 1.70 | 1.00 | 2.87 | 2.65 | 1.99 | 3.62 | 0.00 | 3.91 | 0.88 | 0.00 | 0.00 | 0.00 | 2.77 | 5.85 | 5.98 | 0.19 | 5.41 | 5.78 | 3.28 |
Data as of 07/25/2025, AR inception is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) |
-5.99%
Apr 2021 - Apr 2024 |
1.74%
Sep 2018 - Sep 2023 |
6.36%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) |
20.05%
Dec 2018 - Dec 2021 |
20.50%
Feb 2016 - Feb 2021 |
10.85%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart