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GRMSX: NATIONWIDE S&P 500 INDEX FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 32.99 0.89(2.63%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 03/06/2014 |
| Last Dividend Date: | 03/18/2026 |
| 12-Mo. Yield | 5.52% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.2 | 25.2 | 20.9 | 11.7 | 14.3 | 12.8 | 17.3 | 24.3 | 25.5 | -18.9 | 22.7 | 17.8 | 30.8 | -4.0 | 21.2 | 11.3 | 0.7 | 10.4 |
| Sharpe Ratio | NA | 1.27 | 1.85 | 1.19 | 0.54 | 0.7 | 0.64 | 0.78 | 1.63 | 1.69 | -0.85 | 1.71 | 0.5 | 2.34 | -0.32 | 3.05 | 0.84 | 0.04 | 0.44 |
| Draw Down(%) | NA | 9.0 | 9.0 | 18.8 | 26.6 | 33.9 | 33.9 | 18.8 | 8.5 | 10.1 | 24.8 | 5.4 | 33.9 | 6.7 | 18.7 | 2.7 | 10.3 | 12.1 | 4.9 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 14.9 | 16.9 | 18.1 | 18.0 | 18.7 | 12.7 | 13.1 | 24.2 | 13.2 | 34.7 | 12.5 | 17.1 | 6.8 | 13.2 | 15.5 | 29.0 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.18 | 0.09 | 0.13 | 0.12 | 0.15 | 0.21 | 0.22 | -0.21 | 0.24 | 0.17 | 0.29 | -0.05 | 0.21 | 0.11 | 0.01 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.94 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.97 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.89 | 1.0 | 0.99 | 1.0 | 0.96 | 0.99 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | 5.6 | 3.0 | 1.4 | 0.9 | 0.9 | 1.3 | 7.6 | 14.8 | 7.4 | 7.7 | 10.7 | 5.0 |
| Dividend Growth(%) | N/A | -98.4 | N/A | N/A | N/A | N/A | N/A | 121.9 | 174.7 | 25.8 | 25.3 | -25.8 | -78.4 | -58.9 | 128.5 | 1.8 | -36.1 | 126.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/15/2000
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