Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWJKX (NATIONWIDE HIGHMARK CALIFORNIA INTERMEDIATE TAX FREE BOND FUND CLASS A) | NA | 0.36% | 1.51% | 0.93% | NA | NA | NA | 1.82% |
Data as of 12/06/2019, AR inception is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWJKX (NATIONWIDE HIGHMARK CALIFORNIA INTERMEDIATE TAX FREE BOND FUND CLASS A) | 09/18/2013 | 12/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.36 | 1.51 | 0.93 | NA | NA | NA | 1.82 | -0.04 | 0.46 | 3.39 | -1.17 | 1.84 | 5.52 | 1.06 |
| Sharpe Ratio | NA | -1.35 | 0.25 | 0.13 | NA | NA | NA | 0.67 | -1.94 | -0.55 | 1.40 | -0.58 | 1.14 | 3.13 | 1.96 |
| Standard Deviation(%) | NA | 0.81 | 1.61 | 1.75 | NA | NA | NA | 1.76 | 0.76 | 1.59 | 1.98 | 2.37 | 1.58 | 1.76 | 1.90 |
| Draw Down(%) | NA | 0.63 | 2.74 | 5.39 | NA | NA | NA | 5.39 | 0.63 | 1.78 | 2.06 | 5.39 | 2.02 | 1.22 | 0.96 |
| Yield(%) | 0.00 | 4.07 | 3.73 | 3.17 | 1.95 | 1.30 | 0.97 | 3.24 | 2.47 | 3.57 | 3.68 | 3.40 | 2.49 | 3.03 | 1.06 |
Data as of 12/06/2019, 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 |
|---|---|---|---|---|
| NWJKX (NATIONWIDE HIGHMARK CALIFORNIA INTERMEDIATE TAX FREE BOND FUND CLASS A) |
-0.07%
Jul 2016 - Jul 2019 |
0.91%
Nov 2014 - Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJKX (NATIONWIDE HIGHMARK CALIFORNIA INTERMEDIATE TAX FREE BOND FUND CLASS A) |
2.70%
Oct 2013 - Oct 2016 |
1.98%
Dec 2013 - Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart