Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWUIX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS R6) | NA | 5,500.01% | 325.56% | 135.76% | 62.77% | 41.60% | NA | … | … |
Data as of 01/30/2023, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWUIX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS R6) | 12/28/2007 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.64 | 5,500.01 | 325.56 | 135.76 | 62.77 | 41.60 | NA | … | … | 5.26 | 1.93 | 21.90 | 4.84 | 21.64 | -16.99 | 7.93 | 26.57 | -6.20 | 2.04 | 41.87 | 19.06 | -5.86 | 27.71 | 28.43 | -32.96 | -0.31 |
| Sharpe Ratio | NA | 0.36 | 0.41 | 0.23 | 0.40 | NA | NA | … | … | 1.55 | 0.02 | 1.20 | 0.09 | 1.16 | -1.05 | 0.56 | 1.43 | -0.38 | 0.13 | 2.83 | 1.08 | -0.18 | 1.08 | 0.73 | -0.77 | NA |
| Standard Deviation(%) | NA | 31.27 | 35.36 | 29.53 | 23.64 | NA | NA | … | … | 60.92 | 27.09 | 18.25 | 49.37 | 17.51 | 17.40 | 13.17 | 18.37 | 16.26 | 15.41 | 14.80 | 17.72 | 32.73 | 25.49 | 38.99 | 44.02 | 0.00 |
| Draw Down(%) | NA | 19.32 | 46.51 | 51.20 | 51.20 | NA | NA | … | … | 10.64 | 21.87 | 11.73 | 48.16 | 13.59 | 27.39 | 8.52 | 13.13 | 14.86 | 14.30 | 6.55 | 14.71 | 30.36 | 22.91 | 37.74 | 49.41 | 0.31 |
| Yield(%) | 0.00 | 20.71 | 12.26 | 8.53 | 9.86 | 9.21 | 6.37 | … | … | 11.19 | 11.26 | 8.79 | 1.11 | 7.50 | 7.51 | 10.05 | 5.41 | 8.64 | 12.30 | 6.67 | 3.12 | 2.52 | 0.00 | 0.40 | 0.00 | 0.00 |
Data as of 01/30/2023, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWUIX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS R6) |
-12.74%
Mar 2017 – Mar 2020 |
-5.24%
Mar 2015 – Mar 2020 |
3.89%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWUIX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS R6) |
32.09%
Feb 2009 – Feb 2012 |
28.60%
Feb 2009 – Feb 2014 |
16.01%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart