Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GNWRX (NATIONWIDE FUND CLASS R) | 2.49% | 13.12% | 15.96% | 5.79% | 10.74% | 10.64% | 7.03% | … | … |
Data as of 06/10/2026, Common starting date is 10/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNWRX (NATIONWIDE FUND CLASS R) | 10/03/2003 | 06/10/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.07 | 13.12 | 15.96 | 5.79 | 10.74 | 10.64 | 7.03 | … | … | 2.49 | 13.47 | 21.30 | 24.79 | -22.21 | 8.58 | 18.86 | 30.00 | -6.77 | 19.47 | 10.77 | 0.26 | 11.46 | 29.75 | 14.01 | -0.32 | 12.18 | 24.68 | -42.45 | -10.36 | 13.65 | 7.19 | 9.34 | 6.96 |
| Sharpe Ratio | NA | 1.11 | 0.90 | 0.20 | 0.49 | NA | NA | … | … | 0.48 | 0.57 | 1.35 | 1.59 | -0.94 | 0.48 | 0.54 | 2.24 | -0.47 | 2.66 | 0.78 | 0.01 | 0.96 | 2.66 | 1.11 | -0.01 | 0.67 | 0.86 | -1.05 | -0.60 | 0.53 | 0.46 | 0.71 | 2.74 |
| Standard Deviation(%) | NA | 12.05 | 15.06 | 18.07 | 18.69 | NA | NA | … | … | 14.06 | 18.52 | 13.10 | 13.42 | 25.26 | 17.69 | 34.32 | 12.72 | 17.26 | 7.10 | 13.61 | 15.91 | 11.89 | 11.15 | 12.69 | 23.49 | 18.09 | 28.48 | 41.34 | 22.42 | 19.33 | 10.63 | 11.80 | 11.45 |
| Draw Down(%) | NA | 10.36 | 18.79 | 34.50 | 34.50 | NA | NA | … | … | 10.36 | 18.79 | 9.24 | 9.54 | 25.71 | 14.34 | 34.38 | 6.54 | 20.56 | 2.85 | 11.87 | 12.65 | 9.19 | 6.02 | 11.32 | 20.99 | 16.64 | 28.01 | 51.95 | 20.45 | 10.50 | 7.58 | 11.18 | 2.86 |
| Yield(%) | 0.00 | 22.92 | 14.51 | 7.43 | 9.29 | 10.12 | 6.38 | … | … | 0.08 | 23.50 | 11.98 | 3.64 | 0.13 | 0.15 | 0.32 | 3.02 | 19.40 | 10.13 | 4.11 | 3.08 | 0.70 | 0.85 | 1.15 | 0.70 | 0.59 | 0.28 | 0.00 | 0.05 | 12.69 | 14.62 | 1.23 | 0.12 |
Data as of 06/10/2026, Common starting date is 10/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNWRX (NATIONWIDE FUND CLASS R) |
-22.57%
Feb 2006 – Feb 2009 |
-11.68%
Feb 2004 – Feb 2009 |
2.11%
Feb 2006 – Feb 2016 |
3.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNWRX (NATIONWIDE FUND CLASS R) |
23.12%
Feb 2009 – Feb 2012 |
20.59%
Feb 2009 – Feb 2014 |
14.96%
Sep 2011 – Sep 2021 |
12.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
