Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWXFX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS C) | NA | 7.04% | 2.67% | 3.72% | NA | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWXFX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS C) | 11/03/2015 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 7.04 | 2.67 | 3.72 | NA | NA | NA | … | … | 1.15 | 8.25 | -2.94 | 3.82 | 2.41 | 9.06 | -1.14 | 10.04 | 10.73 | -2.00 |
| Sharpe Ratio | NA | 1.23 | 0.25 | 0.45 | NA | NA | NA | … | … | 4.26 | 1.74 | -1.29 | 2.11 | 0.22 | 4.43 | -1.47 | 5.72 | 2.89 | -3.82 |
| Standard Deviation(%) | NA | 2.19 | 2.58 | 4.98 | NA | NA | NA | … | … | 1.28 | 2.31 | 3.38 | 1.80 | 10.05 | 1.73 | 1.67 | 1.65 | 3.64 | 3.16 |
| Draw Down(%) | NA | 1.62 | 5.99 | 22.97 | NA | NA | NA | … | … | 0.10 | 2.35 | 5.99 | 0.94 | 22.97 | 0.58 | 2.75 | 0.85 | 5.01 | 2.40 |
| Yield(%) | 0.00 | 3.71 | 4.95 | 4.51 | 4.13 | 2.76 | 2.07 | … | … | 0.00 | 3.79 | 8.75 | 3.21 | 3.88 | 3.21 | 3.35 | 7.80 | 6.76 | 0.30 |
Data as of 02/16/2024, 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 |
|---|---|---|---|---|
| NWXFX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS C) |
-2.15%
Mar 2017 – Mar 2020 |
1.99%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWXFX (NATIONWIDE AMUNDI STRATEGIC INCOME FUND CLASS C) |
8.62%
Mar 2020 – Mar 2023 |
7.13%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart