Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWJDX (NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS C) | NA | 30.03% | 7.40% | 14.05% | 13.09% | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWJDX (NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS C) | 09/18/2013 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 30.03 | 7.40 | 14.05 | 13.09 | NA | NA | … | … | 5.30 | 33.44 | -22.28 | 24.58 | 23.37 | 32.66 | -0.07 | 30.36 | 10.62 | -1.94 | 13.75 | 7.95 |
| Sharpe Ratio | NA | 1.30 | 0.23 | 0.51 | 0.59 | NA | NA | … | … | 2.94 | 1.44 | -0.81 | 1.37 | 0.65 | 1.98 | -0.07 | 3.02 | 0.67 | -0.12 | 0.99 | 2.71 |
| Standard Deviation(%) | NA | 19.82 | 22.92 | 24.81 | 20.80 | NA | NA | … | … | 15.20 | 20.41 | 29.14 | 17.87 | 35.66 | 15.75 | 20.55 | 9.90 | 15.49 | 16.58 | 13.90 | 11.33 |
| Draw Down(%) | NA | 11.33 | 31.71 | 32.04 | 32.04 | NA | NA | … | … | 4.03 | 11.33 | 31.27 | 9.58 | 32.04 | 9.31 | 21.39 | 3.56 | 13.23 | 14.58 | 9.43 | 4.41 |
| Yield(%) | 0.00 | 8.00 | 9.81 | 10.37 | 9.61 | 7.23 | 5.43 | … | … | 0.00 | 8.67 | 13.16 | 11.25 | 6.24 | 2.27 | 2.61 | 5.00 | 0.49 | 0.37 | 0.53 | 0.00 |
Data as of 02/16/2024, 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 |
|---|---|---|---|---|
| NWJDX (NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS C) |
5.57%
Sep 2019 – Sep 2022 |
8.34%
Sep 2017 – Sep 2022 |
11.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJDX (NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS C) |
26.80%
Dec 2018 – Dec 2021 |
22.46%
Jun 2016 – Jun 2021 |
13.21%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart