Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NWSIX (NATIONWIDE SMALL COMPANY GROWTH FUND INSTITUTIONAL SERVICE CLASS) NA 4.89% 0.72% -8.81% 2.74% NA NA
Data as of 06/20/2025, Common starting date is 01/04/2012
More Performance Analytics Comparison
Name Start Date End Date
NWSIX (NATIONWIDE SMALL COMPANY GROWTH FUND INSTITUTIONAL SERVICE CLASS) 01/04/2012 06/20/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 4.89 0.72 -8.81 2.74 NA NA -33.91 2.46 19.86 -43.55 -16.74 31.49 28.98 1.61 28.24 10.38 6.91 2.11 45.90 16.98
Sharpe Ratio NA -0.64 -0.37 -0.51 -0.06 NA NA -1.23 -0.19 0.68 -1.18 -0.69 0.82 1.39 0.01 2.11 0.54 0.41 0.12 3.05 1.03
Standard Deviation(%) NA 37.66 30.68 30.36 26.91 NA NA 50.55 21.81 23.05 38.24 24.43 38.00 19.90 22.55 13.12 18.81 16.68 17.57 15.02 16.65
Draw Down(%) NA 37.88 37.88 62.89 62.89 NA NA 36.57 12.70 22.41 45.74 24.84 31.81 9.99 31.86 5.59 17.83 11.69 13.40 5.82 11.68
Yield(%) 0.00 32.66 13.04 4.83 7.08 9.51 7.13 21.78 8.11 11.95 0.00 0.00 0.00 11.83 5.51 4.03 3.67 2.59 26.55 0.37 2.28
Data as of 06/20/2025, Common starting date is 01/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWSIX (NATIONWIDE SMALL COMPANY GROWTH FUND INSTITUTIONAL SERVICE CLASS) -20.94%
Nov 2020 – Nov 2023
-7.89%
May 2020 – May 2025
2.63%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWSIX (NATIONWIDE SMALL COMPANY GROWTH FUND INSTITUTIONAL SERVICE CLASS) 26.91%
Sep 2015 – Sep 2018
22.91%
Jan 2016 – Jan 2021
11.47%
Feb 2012 – Feb 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return