Performance Comparison
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
