Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWUSX (NATIONWIDE U.S. SMALL CAP VALUE FUND INSTITUTIONAL SERVICE CLASS) | NA | 6,112.15% | 339.83% | 140.21% | 64.10% | 42.27% | NA | … | … |
Data as of 01/30/2023, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWUSX (NATIONWIDE U.S. SMALL CAP VALUE FUND INSTITUTIONAL SERVICE CLASS) | 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 (%) | -10.82 | 6,112.15 | 339.83 | 140.21 | 64.10 | 42.27 | NA | … | … | 5.21 | 1.43 | 21.58 | 4.68 | 21.26 | -17.20 | 7.74 | 26.27 | -6.41 | 1.79 | 41.54 | 18.69 | -6.15 | 27.50 | 27.98 | -32.96 | -0.31 |
| Sharpe Ratio | NA | 0.36 | 0.41 | 0.22 | 0.39 | NA | NA | … | … | 1.50 | 0.00 | 1.17 | 0.09 | 1.13 | -1.06 | 0.54 | 1.41 | -0.40 | 0.12 | 2.81 | 1.06 | -0.19 | 1.07 | 0.71 | -0.77 | NA |
| Standard Deviation(%) | NA | 31.60 | 35.40 | 29.57 | 23.66 | NA | NA | … | … | 62.04 | 27.24 | 18.36 | 49.23 | 17.54 | 17.48 | 13.19 | 18.39 | 16.27 | 15.37 | 14.78 | 17.72 | 32.78 | 25.61 | 39.01 | 44.10 | 0.00 |
| Draw Down(%) | NA | 19.48 | 46.53 | 51.40 | 51.40 | NA | NA | … | … | 10.82 | 22.02 | 11.79 | 48.17 | 13.76 | 27.56 | 8.59 | 13.07 | 14.91 | 14.39 | 6.60 | 14.73 | 30.40 | 22.95 | 37.79 | 49.46 | 0.31 |
| Yield(%) | 0.00 | 20.91 | 12.21 | 8.44 | 9.70 | 8.98 | 6.21 | … | … | 11.46 | 11.16 | 8.65 | 0.91 | 7.30 | 7.41 | 9.97 | 5.23 | 8.47 | 12.41 | 6.71 | 2.87 | 2.53 | 0.00 | 0.12 | 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 |
|---|---|---|---|---|
| NWUSX (NATIONWIDE U.S. SMALL CAP VALUE FUND INSTITUTIONAL SERVICE CLASS) |
-12.96%
Mar 2017 – Mar 2020 |
-5.47%
Mar 2015 – Mar 2020 |
3.63%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWUSX (NATIONWIDE U.S. SMALL CAP VALUE FUND INSTITUTIONAL SERVICE CLASS) |
31.71%
Feb 2009 – Feb 2012 |
28.25%
Feb 2009 – Feb 2014 |
15.72%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart