NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX)

Basic Info

NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C started on 11/30/2004
NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C is classified as asset class EQUITY
NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C expense ratio is 1.28%
NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C rating is
Not Rated

NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) Dividend Info

NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) dividend growth in the last 12 months is 112.87%

The trailing 12-month yield of NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C is 3.55%. its dividend history:

DateDividend
01/31/2024 0.0313
12/29/2023 0.0315
12/20/2023 0.0206
11/30/2023 0.0309
10/31/2023 0.0305
09/29/2023 0.0283
08/31/2023 0.0282
07/31/2023 0.0273
06/30/2023 0.0258
05/31/2023 0.0253
04/28/2023 0.0239
03/31/2023 0.0243
02/28/2023 0.021
01/31/2023 0.0215
12/30/2022 0.0209
11/30/2022 0.0196
10/31/2022 0.0181
09/30/2022 0.016
08/31/2022 0.0148
07/29/2022 0.0126
06/30/2022 0.0111
05/31/2022 0.0095
04/29/2022 0.0078
03/31/2022 0.0067
02/28/2022 0.0053
01/31/2022 0.0049
12/31/2021 0.0046
11/30/2021 0.0044
10/29/2021 0.005
09/30/2021 0.0053
08/31/2021 0.0055
07/30/2021 0.005
06/30/2021 0.0054
05/28/2021 0.006
04/30/2021 0.0056
03/31/2021 0.0064
02/26/2021 0.006
01/29/2021 0.007
12/31/2020 0.008
11/30/2020 0.008
10/30/2020 0.009
09/30/2020 0.009
08/31/2020 0.01
07/31/2020 0.01
06/30/2020 0.01
05/29/2020 0.012
04/30/2020 0.012
03/31/2020 0.013
02/28/2020 0.012
01/31/2020 0.012
12/31/2019 0.013
11/29/2019 0.013
10/31/2019 0.014
09/30/2019 0.014
08/30/2019 0.015
07/31/2019 0.015
06/28/2019 0.015
05/31/2019 0.015
04/30/2019 0.014
03/29/2019 0.016
02/28/2019 0.015
01/31/2019 0.016
12/31/2018 0.0156
11/30/2018 0.0141
10/31/2018 0.0137
09/28/2018 0.0123
08/31/2018 0.0123
07/31/2018 0.012
06/29/2018 0.012
05/31/2018 0.011
04/30/2018 0.011
03/29/2018 0.01
02/28/2018 0.008
01/31/2018 0.008
12/29/2017 0.008
11/30/2017 0.007
10/31/2017 0.006
09/29/2017 0.006
08/31/2017 0.006
07/31/2017 0.006
06/30/2017 0.006
05/31/2017 0.006
04/28/2017 0.006
03/31/2017 0.006
02/28/2017 0.005
01/31/2017 0.005
12/30/2016 0.006
11/30/2016 0.005
10/31/2016 0.005
09/30/2016 0.004
08/31/2016 0.005
07/29/2016 0.005
06/30/2016 0.005
05/31/2016 0.005
04/29/2016 0.005
03/31/2016 0.006
02/29/2016 0.005
01/29/2016 0.005
12/31/2015 0.005
11/30/2015 0.005
10/30/2015 0.004
09/30/2015 0.005
08/31/2015 0.004
07/31/2015 0.005
06/30/2015 0.005
05/29/2015 0.005
04/30/2015 0.005
03/31/2015 0.005
02/27/2015 0.004
01/30/2015 0.004
12/31/2014 0.004
11/28/2014 0.004
10/31/2014 0.004
09/30/2014 0.003
08/29/2014 0.002
07/31/2014 0.003
06/30/2014 0.003
05/30/2014 0.004
04/30/2014 0.004
03/31/2014 0.003
02/28/2014 0.004
01/31/2014 0.005
12/31/2013 0.005
11/29/2013 0.004
10/31/2013 0.005
09/30/2013 0.006
08/19/2013 0.006
07/18/2013 0.005
06/18/2013 0.005
05/17/2013 0.006
04/17/2013 0.006
03/18/2013 0.006
02/15/2013 0.006
01/16/2013 0.007
12/17/2012 0.008
11/16/2012 0.008
10/17/2012 0.008
09/17/2012 0.01
08/17/2012 0.011
07/18/2012 0.01
06/18/2012 0.012
05/18/2012 0.011
04/18/2012 0.012
03/19/2012 0.012
02/16/2012 0.013
01/18/2012 0.015
12/19/2011 0.014
11/18/2011 0.013
10/19/2011 0.014
09/19/2011 0.012
08/19/2011 0.012
07/20/2011 0.011
06/20/2011 0.013
05/20/2011 0.012
04/20/2011 0.012
03/21/2011 0.015
02/18/2011 0.014
01/19/2011 0.016
12/20/2010 0.015
11/19/2010 0.016
10/20/2010 0.016
09/20/2010 0.016
08/20/2010 0.016
07/21/2010 0.016
06/21/2010 0.016
05/21/2010 0.016
04/21/2010 0.016
03/22/2010 0.016
02/19/2010 0.016
01/20/2010 0.017
12/21/2009 0.019
11/23/2009 0.018
10/23/2009 0.022
09/28/2009 0.022
08/25/2009 0.022
07/23/2009 0.022
06/23/2009 0.024
05/22/2009 0.024
04/23/2009 0.021
03/24/2009 0.026
02/20/2009 0.026
01/23/2009 0.025
12/19/2008 0.032
11/24/2008 0.031
10/24/2008 0.031
09/24/2008 0.031
08/25/2008 0.031
07/24/2008 0.029
06/24/2008 0.029
05/23/2008 0.031
04/24/2008 0.031
03/25/2008 0.026
02/22/2008 0.03
01/25/2008 0.028
12/20/2007 0.044
11/26/2007 0.02
10/25/2007 0.031
09/24/2007 0.026
08/27/2007 0.029
07/25/2007 0.03
06/25/2007 0.028
05/25/2007 0.029
04/24/2007 0.028
03/26/2007 0.027
02/22/2007 0.023
01/25/2007 0.021
12/20/2006 0.036
11/24/2006 0.025
10/25/2006 0.028
09/25/2006 0.025
08/25/2006 0.029
07/24/2006 0.025
06/26/2006 0.026
05/25/2006 0.027
04/24/2006 0.024
03/27/2006 0.021
02/22/2006 0.018
01/25/2006 0.018
12/22/2005 0.033
11/23/2005 0.02
10/25/2005 0.022
09/26/2005 0.02
08/25/2005 0.02
07/25/2005 0.021
06/23/2005 0.021
05/25/2005 0.022
04/25/2005 0.018
03/22/2005 0.018

Dividend Growth History for NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3391 3.47% 130.21% -
2022 $0.1473 1.42% 122.51% 130.21%
2021 $0.0662 0.63% -47.04% 126.33%
2020 $0.125 1.22% -28.57% 39.47%
2019 $0.175 1.77% 25.00% 17.98%
2018 $0.14 1.40% 91.78% 19.35%
2017 $0.073 0.73% 19.67% 29.17%
2016 $0.061 0.61% 8.93% 27.77%
2015 $0.056 0.55% 30.23% 25.25%
2014 $0.043 0.42% -35.82% 25.79%
2013 $0.067 0.65% -48.46% 17.60%
2012 $0.13 1.28% -17.72% 9.11%
2011 $0.158 1.55% -17.71% 6.57%
2010 $0.192 1.89% -29.15% 4.47%
2009 $0.271 2.76% -24.72% 1.61%
2008 $0.36 3.59% 7.14% -0.40%
2007 $0.336 3.39% 11.26% 0.06%
2006 $0.302 3.06% 40.47% 0.68%
2005 $0.215 2.15% - 2.56%

Dividend Growth Chart for NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX)

NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) Historical Returns And Risk Info

From 09/16/2013 to 02/16/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is 1.098%. Its cumulative total return (dividend reinvested) is 12.036%.

From 09/16/2013 to 02/16/2024, the Maximum Drawdown of NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is 7.4%.

From 09/16/2013 to 02/16/2024, the Sharpe Ratio of NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is 0.43.

From 09/16/2013 to 02/16/2024, the Annualized Standard Deviation of NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is 1.6%.

From 09/16/2013 to 02/16/2024, the Beta of NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is 0.0.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
09/16/2013		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return(%) 0.0 0.3 5.2 0.2 1.7 1.1 1.4 1.1 5.5 -4.2 -1.0 4.3 5.0 0.3 0.2 1.1 -0.3 0.0 -0.3 2.4 1.2 2.1 6.1 1.7 4.7 3.3 1.0 0.3
Sharpe Ratio NA -0.54 0.33 -0.85 0.1 0.04 NA 0.43 0.5 -2.2 -1.08 1.29 2.47 -0.9 -0.42 0.9 -0.32 0.01 -0.35 2.59 1.08 1.68 4.16 0.29 1.34 0.04 -1.14 2.23
Draw Down(%) NA 0.5 1.0 7.4 7.4 7.4 NA 7.4 1.3 6.4 1.1 6.8 0.6 0.8 0.7 1.1 1.1 0.7 1.4 0.4 1.0 0.9 0.6 2.9 0.5 0.4 0.6 0.1
Standard Deviation(%) NA 2.3 2.6 2.2 2.3 1.8 NA 1.6 2.6 2.5 0.9 3.1 1.5 1.1 1.0 1.0 1.2 1.0 1.0 0.9 1.0 1.2 1.4 2.7 1.3 1.1 1.1 0.9
Treynor Ratio NA 1.02 7.29 -0.73 0.1 0.07 NA -25.62 0.96 -1.62 -2.16 1.65 -1.15 0.79 0.12 -1.05 0.32 -0.01 1.84 -4.67 -3.38 -1.66 -7.81 -0.65 -0.62 0.04 2.11 2.28
Alpha NA 0.0 0.0 -0.01 0.0 0.0 NA 0.0 0.0 -0.02 0.0 0.01 0.02 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.02 0.0 0.01 0.0 0.0 0.01
Beta NA -0.01 0.0 0.03 0.02 0.01 NA 0.0 0.01 0.03 0.0 0.02 -0.03 -0.01 -0.03 -0.01 -0.01 -0.02 0.0 -0.01 0.0 -0.01 -0.01 -0.01 -0.03 0.01 -0.01 0.01
RSquare NA 0.0 0.0 0.04 0.04 0.01 NA 0.0 0.0 0.12 0.0 0.07 0.07 0.04 0.06 0.01 0.02 0.07 0.0 0.01 0.01 0.04 0.02 0.03 0.12 0.01 0.0 0.01
Yield(%) N/A 0.3 3.6 1.8 1.7 1.2 1.4 N/A 3.5 1.4 0.6 1.2 1.8 1.4 0.7 0.6 0.6 0.4 0.7 1.3 1.6 1.9 2.8 3.6 3.4 3.1 2.2 0.0
Dividend Growth(%) N/A -90.8 112.8 31.4 126.0 N/A N/A N/A 130.1 122.5 -47.0 -28.6 25.0 91.8 19.7 8.9 30.2 -35.8 -48.5 -17.7 -17.7 -29.2 -24.7 7.1 11.3 40.5 N/A N/A

Return Calculator for NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX)

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NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) Historical Return Chart

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NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) 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 09/16/2013 to 02/16/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is -0.88%.
From 09/16/2013 to 02/16/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is -0.02%.
From 09/16/2013 to 02/16/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is 0.3%.
From 09/16/2013 to 02/16/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C (NWJTX) is NA.

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