Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWKBX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS C) | NA | 7.42% | -3.41% | 7.19% | 8.66% | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWKBX (NATIONWIDE GENEVA SMALL CAP GROWTH 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 (%) | -1.31 | 7.42 | -3.41 | 7.19 | 8.66 | NA | NA | … | … | 0.97 | 17.23 | -25.19 | 11.49 | 31.41 | 27.11 | -1.87 | 21.03 | 9.69 | 8.95 | -3.78 | 7.69 |
| Sharpe Ratio | NA | 0.18 | -0.25 | 0.23 | 0.38 | NA | NA | … | … | 0.23 | 0.75 | -0.96 | 0.63 | 0.83 | 1.65 | -0.17 | 1.80 | 0.57 | 0.57 | -0.24 | 1.89 |
| Standard Deviation(%) | NA | 17.02 | 21.54 | 24.69 | 20.72 | NA | NA | … | … | 17.55 | 17.54 | 27.73 | 18.18 | 37.49 | 15.55 | 18.39 | 11.38 | 16.77 | 15.57 | 15.88 | 15.61 |
| Draw Down(%) | NA | 16.13 | 33.01 | 35.48 | 35.48 | NA | NA | … | … | 4.77 | 16.13 | 30.05 | 10.87 | 35.48 | 8.12 | 27.09 | 5.25 | 14.20 | 11.01 | 15.02 | 4.58 |
| Yield(%) | 0.00 | 0.90 | 3.73 | 4.07 | 5.09 | 3.70 | 2.77 | … | … | 0.00 | 1.00 | 1.56 | 10.12 | 0.67 | 2.99 | 6.25 | 5.88 | 0.20 | 5.61 | 5.95 | 3.37 |
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 |
|---|---|---|---|---|
| NWKBX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS C) |
-1.59%
Nov 2020 – Nov 2023 |
3.36%
Sep 2018 – Sep 2023 |
6.78%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWKBX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS C) |
23.03%
Dec 2018 – Dec 2021 |
19.66%
Feb 2016 – Feb 2021 |
8.38%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart