Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWXEX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS A) | 2.18% | 6.77% | 8.21% | 5.11% | 5.94% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWXEX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS A) | 11/03/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.77 | 8.21 | 5.11 | 5.94 | NA | NA | … | … | 2.18 | 6.96 | 9.35 | 9.01 | -2.15 | 4.65 | 3.27 | 9.84 | -0.38 | 10.88 | 11.55 | -1.88 |
| Sharpe Ratio | NA | 3.64 | 3.34 | 1.22 | 1.14 | NA | NA | … | … | 2.28 | 2.62 | 4.50 | 2.35 | -1.06 | 1.92 | 0.30 | 4.86 | -1.08 | 6.18 | 3.11 | -3.48 |
| Standard Deviation(%) | NA | 1.22 | 1.52 | 2.17 | 3.78 | NA | NA | … | … | 1.38 | 1.57 | 1.27 | 2.30 | 3.39 | 2.41 | 10.13 | 1.72 | 1.63 | 1.66 | 3.64 | 3.28 |
| Draw Down(%) | NA | 0.43 | 1.40 | 5.60 | 22.97 | NA | NA | … | … | 0.43 | 1.40 | 0.31 | 2.25 | 5.60 | 1.24 | 22.97 | 0.58 | 2.60 | 0.76 | 4.95 | 2.34 |
| Yield(%) | 0.00 | 5.30 | 5.32 | 5.27 | 5.65 | 3.93 | 2.94 | … | … | 1.65 | 5.01 | 4.92 | 4.53 | 9.43 | 4.02 | 4.66 | 3.85 | 4.11 | 8.59 | 7.52 | 0.42 |
Data as of 06/03/2026, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWXEX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS A) |
-1.40%
Mar 2017 – Mar 2020 |
2.79%
Oct 2017 – Oct 2022 |
5.92%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWXEX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS A) |
9.49%
Mar 2020 – Mar 2023 |
9.34%
Mar 2020 – Mar 2025 |
6.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart