NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX)

Basic Info 123.99 0.29(0.23%)
May 17

NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A started on 09/18/2013
NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A is classified as asset class Technology
NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A expense ratio is 0.31%
NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A rating is
(2%)

NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) Dividend Info

NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) dividend growth in the last 12 months is -57.90%

The trailing 12-month yield of NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A is 6.91%. its dividend history:

DateDividend
03/11/2024 0.0831
12/20/2023 6.3702
09/11/2023 0.0722
06/12/2023 0.1485
03/13/2023 0.143
12/21/2022 15.3703
09/12/2022 0.1234
06/06/2022 0.2143
03/07/2022 0.1148
12/21/2021 11.4189
09/07/2021 0.0638
06/07/2021 0.1555
03/08/2021 0.0061
12/21/2020 5.356
09/08/2020 0.094
06/09/2020 0.313
03/09/2020 0.086
12/18/2019 1.404
09/09/2019 0.2
06/07/2019 0.23
03/08/2019 0.113
12/18/2018 1.8429
09/10/2018 0.0936
06/08/2018 0.114
12/18/2017 2.835
09/11/2017 0.0559
06/09/2017 0.1002
03/10/2017 0.024
12/16/2016 0.337
09/12/2016 0.014
06/10/2016 0.042
03/11/2016 0.055
12/17/2015 0.273
06/12/2015 0.023
03/13/2015 0.053
12/16/2014 0.313
06/13/2014 0.022
03/14/2014 0.002
12/13/2013 0.111

Dividend Growth History for NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $6.7339 7.61% -57.44% -
2022 $15.8228 11.83% 35.88% -57.44%
2021 $11.6443 10.14% 99.08% -23.95%
2020 $5.849 5.87% 200.41% 4.81%
2019 $1.947 2.60% -5.05% 36.37%
2018 $2.0505 2.64% -31.99% 26.85%
2017 $3.0151 4.98% 573.01% 14.33%
2016 $0.448 0.83% 28.37% 47.28%
2015 $0.349 0.63% 3.56% 44.77%
2014 $0.337 0.69% 203.60% 39.48%
2013 $0.111 0.24% - 50.76%

Dividend Growth Chart for NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX)


NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) Historical Returns And Risk Info

From 09/18/2013 to 05/17/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 14.86%. Its cumulative total return (dividend reinvested) is 337.111%.

From 09/18/2013 to 05/17/2024, the Maximum Drawdown of NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 32.0%.

From 09/18/2013 to 05/17/2024, the Sharpe Ratio of NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 0.68.

From 09/18/2013 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 20.3%.

From 09/18/2013 to 05/17/2024, the Beta of NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 0.85.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
09/18/2013
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return(%) 2.2 11.5 36.0 10.7 15.7 14.7 14.8 32.8 -21.4 25.5 24.2 33.7 0.6 31.3 11.4 -1.2 14.6 8.1
Sharpe Ratio NA 1.68 1.98 0.39 0.58 0.66 0.68 1.75 -0.77 1.42 0.67 2.05 -0.03 3.12 0.72 -0.07 1.05 2.76
Draw Down(%) NA 9.1 11.2 31.3 32.0 32.0 32.0 11.2 30.9 9.6 32.0 9.2 21.3 3.5 13.2 14.4 9.4 4.4
Standard Deviation(%) NA 17.5 16.2 21.6 24.5 20.6 20.3 16.5 29.6 17.9 35.8 15.8 20.6 9.9 15.5 16.6 13.9 11.3
Treynor Ratio NA 0.35 0.39 0.1 0.17 0.16 0.16 0.35 -0.27 0.3 0.28 0.39 -0.01 0.38 0.13 -0.01 0.16 0.35
Alpha NA 0.02 0.02 -0.01 -0.01 -0.01 -0.01 -0.03 0.02 0.0 -0.05 -0.02 -0.01 0.01 0.0 -0.02 -0.01 -0.02
Beta NA 0.84 0.83 0.83 0.85 0.85 0.85 0.81 0.83 0.85 0.87 0.83 0.85 0.81 0.87 0.86 0.93 0.9
RSquare NA 0.93 0.89 0.9 0.93 0.92 0.92 0.86 0.92 0.89 0.96 0.91 0.94 0.84 0.87 0.87 0.89 0.74
Yield(%) N/A 0.1 6.9 9.1 9.6 9.6 N/A 7.6 11.8 10.1 5.9 2.6 2.6 5.0 0.8 0.6 0.7 0.2
Dividend Growth(%) N/A -98.8 -57.9 247.9 565.0 N/A N/A -57.4 35.7 99.1 201.5 -4.9 -32.5 571.1 32.4 3.0 200.0 N/A

Return Calculator for NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX)

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NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) Historical Return Chart

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NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 09/18/2013 to 05/17/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 6.33%.
From 09/18/2013 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 9.13%.
From 09/18/2013 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is 12.69%.
From 09/18/2013 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (NWJCX) is NA.

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