Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWAMX (Nationwide Mellon Disciplined Value Fund Class K) | 11.30% | 27.02% | 18.76% | 12.47% | 9.47% | 6.75% | 4.79% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWAMX (Nationwide Mellon Disciplined Value Fund Class K) | 06/21/1996 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 27.02 | 18.76 | 12.47 | 9.47 | 6.75 | 4.79 | … | … | 11.30 | 18.60 | 15.09 | 8.82 | -0.75 | 35.11 | 2.52 | 18.29 | -20.04 | 8.32 | 9.71 | -8.00 | -2.65 | 9.02 | 17.02 | -6.30 | 17.17 | 26.30 | -37.82 | -1.96 | 5.42 | 6.25 | 7.74 | 23.23 | -22.92 | -13.31 | -13.52 | 14.35 | 21.12 | 18.75 | 6.92 |
| Sharpe Ratio | NA | 2.09 | 1.21 | 0.66 | 0.39 | NA | NA | … | … | 1.97 | 1.02 | 1.06 | 0.43 | -0.11 | 2.16 | 0.06 | 1.10 | -0.89 | 0.62 | 0.64 | -0.40 | -0.16 | 0.42 | 1.20 | -0.25 | 0.87 | 0.94 | -0.96 | -0.27 | 0.14 | 0.39 | 0.59 | 1.36 | -0.98 | -0.74 | -0.74 | 0.59 | 0.83 | 0.71 | 0.68 |
| Standard Deviation(%) | NA | 11.66 | 12.81 | 15.06 | 20.05 | NA | NA | … | … | 13.11 | 15.53 | 10.85 | 12.06 | 20.58 | 16.26 | 41.09 | 15.32 | 24.15 | 12.36 | 14.80 | 20.13 | 16.48 | 21.29 | 14.28 | 25.03 | 19.67 | 27.96 | 40.26 | 18.77 | 14.15 | 10.32 | 11.38 | 16.53 | 24.57 | 21.74 | 23.86 | 18.71 | 21.22 | 21.24 | 14.42 |
| Draw Down(%) | NA | 6.89 | 14.41 | 16.56 | 51.41 | NA | NA | … | … | 6.89 | 13.26 | 8.58 | 9.22 | 16.56 | 6.46 | 43.33 | 8.15 | 33.15 | 9.51 | 12.41 | 14.90 | 15.04 | 17.39 | 12.05 | 23.63 | 16.29 | 26.49 | 48.50 | 15.72 | 9.25 | 7.09 | 9.62 | 12.89 | 30.82 | 30.53 | 23.55 | 12.13 | 21.77 | 15.21 | 7.79 |
| Yield(%) | 0.00 | 10.06 | 10.92 | 10.81 | 7.72 | 5.62 | 4.04 | … | … | 0.28 | 10.33 | 16.52 | 4.24 | 9.55 | 24.36 | 5.17 | 1.46 | 1.00 | 0.98 | 1.26 | 0.95 | 0.75 | 0.75 | 1.13 | 0.78 | 0.79 | 0.98 | 1.12 | 0.79 | 0.76 | 0.62 | 1.31 | 0.70 | 0.43 | 0.22 | 0.02 | 0.19 | 0.71 | 0.89 | 0.84 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWAMX (Nationwide Mellon Disciplined Value Fund Class K) |
-20.15%
Feb 2006 – Feb 2009 |
-10.11%
Feb 2004 – Feb 2009 |
-6.77%
Feb 1999 – Feb 2009 |
-1.25%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWAMX (Nationwide Mellon Disciplined Value Fund Class K) |
25.89%
Mar 2020 – Mar 2023 |
20.99%
Mar 2020 – Mar 2025 |
10.22%
Feb 2016 – Feb 2026 |
8.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart