Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWUAX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS A) | NA | 6,387.90% | 346.01% | 142.17% | 64.69% | 42.60% | NA | 41.80% |
Data as of 01/30/2023, AR inception is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWUAX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS A) | 12/27/2007 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.02 | 6,387.90 | 346.01 | 142.17 | 64.69 | 42.60 | NA | 41.80 | 5.18 | 2.01 | 21.51 | 4.58 | 21.15 | -17.26 | 7.57 | 26.09 | -6.46 | 1.67 | 41.39 | 18.71 | -6.17 | 27.29 | 27.76 | -32.86 | -0.41 |
| Sharpe Ratio | NA | 0.36 | 0.40 | 0.22 | 0.38 | NA | NA | 0.28 | 1.46 | 0.02 | 1.18 | 0.09 | 1.13 | -1.07 | 0.53 | 1.40 | -0.40 | 0.11 | 2.80 | 1.06 | -0.19 | 1.07 | 0.72 | -0.77 | -18.48 |
| Standard Deviation(%) | NA | 31.79 | 35.51 | 29.65 | 23.71 | NA | NA | 27.11 | 63.15 | 27.32 | 18.21 | 49.40 | 17.53 | 17.44 | 13.15 | 18.34 | 16.27 | 15.40 | 14.77 | 17.69 | 32.68 | 25.45 | 38.60 | 43.94 | 2.29 |
| Draw Down(%) | NA | 19.41 | 46.50 | 51.42 | 51.42 | NA | NA | 58.19 | 11.02 | 21.99 | 11.83 | 48.15 | 13.80 | 27.51 | 8.66 | 13.15 | 14.94 | 14.45 | 6.62 | 14.69 | 30.39 | 22.90 | 37.74 | 49.41 | 0.41 |
| Yield(%) | 0.00 | 21.04 | 12.24 | 8.44 | 9.66 | 8.92 | 6.16 | 8.21 | 11.58 | 11.32 | 8.64 | 0.87 | 7.29 | 7.34 | 9.88 | 5.18 | 8.42 | 12.46 | 6.74 | 2.84 | 2.54 | 0.00 | 0.24 | 0.00 | 0.00 |
Data as of 01/30/2023, AR inception is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWUAX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS A) |
-13.02%
Mar 2017 - Mar 2020 |
-5.55%
Mar 2015 - Mar 2020 |
3.55%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWUAX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS A) |
31.64%
Feb 2009 - Feb 2012 |
28.18%
Feb 2009 - Feb 2014 |
15.61%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart