Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRMCX (NATIONWIDE S&P 500 INDEX FUND CLASS C) | NA | 22.43% | 8.65% | 12.95% | 11.26% | 13.93% | 8.20% | … | … |
Data as of 02/16/2024, Common starting date is 11/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRMCX (NATIONWIDE S&P 500 INDEX FUND CLASS C) | 11/11/2003 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 22.43 | 8.65 | 12.95 | 11.26 | 13.93 | 8.20 | … | … | 4.48 | 24.91 | -19.11 | 27.29 | 16.94 | 29.90 | -4.84 | 20.39 | 10.58 | -0.01 | 12.10 | 31.06 | 14.70 | 0.86 | 13.73 | 24.07 | -38.58 | 1.96 | 14.50 | 3.68 | 9.20 | 6.01 |
| Sharpe Ratio | NA | 1.47 | 0.38 | 0.54 | 0.58 | NA | NA | … | … | 3.47 | 1.59 | -0.85 | 2.08 | 0.48 | 2.27 | -0.36 | 2.93 | 0.79 | 0.00 | 1.06 | 2.78 | 1.15 | 0.04 | 0.75 | 0.88 | -0.96 | -0.06 | 1.13 | 0.15 | 0.74 | 4.93 |
| Standard Deviation(%) | NA | 12.33 | 17.48 | 21.30 | 17.77 | NA | NA | … | … | 10.42 | 13.13 | 24.21 | 13.13 | 34.62 | 12.56 | 17.07 | 6.78 | 13.17 | 15.56 | 11.40 | 11.16 | 12.82 | 23.46 | 18.15 | 27.35 | 40.89 | 15.91 | 10.02 | 10.24 | 11.23 | 10.87 |
| Draw Down(%) | NA | 10.20 | 25.21 | 33.89 | 33.89 | NA | NA | … | … | 1.97 | 10.20 | 25.21 | 5.20 | 33.89 | 6.77 | 18.99 | 2.74 | 10.42 | 12.18 | 7.32 | 5.68 | 9.79 | 19.13 | 15.86 | 27.37 | 48.64 | 9.98 | 7.58 | 7.14 | 8.27 | 2.31 |
| Yield(%) | 0.00 | 0.52 | 2.23 | 3.22 | 6.26 | 10.63 | 5.45 | … | … | 0.00 | 0.56 | 0.80 | 5.59 | 0.68 | 7.01 | 14.33 | 6.90 | 7.21 | 10.25 | 5.16 | 10.27 | 2.31 | 1.56 | 0.97 | 0.56 | 0.00 | 0.29 | 1.34 | 1.54 | 0.68 | 0.00 |
Data as of 02/16/2024, Common starting date is 11/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRMCX (NATIONWIDE S&P 500 INDEX FUND CLASS C) |
-17.06%
Feb 2006 – Feb 2009 |
-8.42%
Feb 2004 – Feb 2009 |
4.72%
Feb 2006 – Feb 2016 |
6.03%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRMCX (NATIONWIDE S&P 500 INDEX FUND CLASS C) |
24.58%
Dec 2018 – Dec 2021 |
21.39%
Feb 2009 – Feb 2014 |
15.30%
Sep 2011 – Sep 2021 |
13.37%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart