Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWJBX (NATIONWIDE ZIEGLER EQUITY INCOME FUND INSTITUTIONAL SERVICE CLASS) | NA | -11.79% | 1.10% | 6.40% | NA | NA | NA | … | … |
Data as of 09/25/2020, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWJBX (NATIONWIDE ZIEGLER EQUITY INCOME FUND INSTITUTIONAL SERVICE CLASS) | 09/18/2013 | 09/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.95 | -11.79 | 1.10 | 6.40 | NA | NA | NA | … | … | -18.59 | -2.96 | -13.00 | 18.25 | 13.45 | -2.16 | 11.31 | 6.57 |
| Sharpe Ratio | NA | -0.33 | 0.00 | 0.28 | NA | NA | NA | … | … | -0.58 | -0.13 | -0.30 | 2.57 | 1.05 | -0.15 | 1.07 | 2.50 |
| Standard Deviation(%) | NA | 37.01 | 24.01 | 19.97 | NA | NA | NA | … | … | 42.73 | 33.50 | 47.88 | 6.89 | 12.56 | 15.02 | 10.51 | 9.96 |
| Draw Down(%) | NA | 38.36 | 38.36 | 38.36 | NA | NA | NA | … | … | 38.36 | 24.03 | 44.66 | 3.10 | 9.52 | 13.58 | 6.70 | 3.95 |
| Yield(%) | 0.00 | 12.19 | 13.20 | 11.33 | 6.45 | 4.30 | 3.23 | … | … | 1.71 | 14.84 | 18.35 | 11.50 | 3.04 | 4.01 | 3.17 | 0.70 |
Data as of 09/25/2020, 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 |
|---|---|---|---|---|
| NWJBX (NATIONWIDE ZIEGLER EQUITY INCOME FUND INSTITUTIONAL SERVICE CLASS) |
-0.99%
Mar 2017 – Mar 2020 |
2.15%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJBX (NATIONWIDE ZIEGLER EQUITY INCOME FUND INSTITUTIONAL SERVICE CLASS) |
14.19%
Sep 2015 – Sep 2018 |
9.03%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart