Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) | 3.87% | 16.23% | 17.19% | 6.58% | 11.31% | 11.13% | 7.31% | … | … |
Data as of 06/05/2026, Common starting date is 06/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) | 06/29/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.21 | 16.23 | 17.19 | 6.58 | 11.31 | 11.13 | 7.31 | … | … | 3.87 | 13.91 | 21.34 | 25.48 | -21.90 | 9.43 | 19.48 | 30.58 | -6.40 | 19.97 | 11.30 | 0.70 | 11.96 | 30.09 | 14.24 | 0.18 | 12.54 | 24.76 | -42.55 | -10.03 | 13.71 | 7.12 | 9.52 | 26.72 | -17.38 | -12.02 | -2.14 | -0.48 | 5.08 |
| Sharpe Ratio | NA | 1.12 | 0.92 | 0.23 | 0.52 | NA | NA | … | … | 0.48 | 0.60 | 1.35 | 1.64 | -0.93 | 0.54 | 0.56 | 2.28 | -0.45 | 2.74 | 0.81 | 0.04 | 1.01 | 2.68 | 1.12 | 0.01 | 0.69 | 0.86 | -1.05 | -0.59 | 0.54 | 0.46 | 0.73 | 1.47 | -0.73 | -0.76 | -0.33 | -0.24 | 0.27 |
| Standard Deviation(%) | NA | 12.09 | 15.07 | 18.02 | 18.66 | NA | NA | … | … | 14.11 | 18.56 | 13.11 | 13.40 | 25.25 | 17.39 | 34.34 | 12.75 | 17.24 | 7.07 | 13.62 | 15.94 | 11.83 | 11.21 | 12.78 | 23.45 | 18.10 | 28.58 | 41.34 | 22.32 | 19.31 | 10.64 | 11.74 | 17.64 | 25.34 | 19.44 | 19.40 | 16.23 | 25.15 |
| Draw Down(%) | NA | 10.49 | 18.73 | 34.00 | 34.37 | NA | NA | … | … | 10.49 | 18.73 | 9.22 | 9.48 | 25.55 | 13.92 | 34.37 | 6.57 | 20.44 | 2.79 | 11.83 | 12.62 | 9.22 | 6.02 | 11.20 | 20.88 | 16.56 | 28.00 | 51.98 | 20.32 | 10.57 | 7.56 | 11.07 | 13.15 | 31.90 | 28.06 | 16.18 | 15.26 | 20.45 |
| Yield(%) | 0.00 | 22.12 | 14.20 | 7.35 | 9.35 | 10.32 | 6.39 | … | … | 0.00 | 22.55 | 11.61 | 3.72 | 0.29 | 0.35 | 0.65 | 3.38 | 19.23 | 10.44 | 4.47 | 3.47 | 1.03 | 1.14 | 1.30 | 0.95 | 0.60 | 0.32 | 0.00 | 0.18 | 12.57 | 14.45 | 1.23 | 0.58 | 0.52 | 0.38 | 28.94 | 6.66 | 0.39 |
Data as of 06/05/2026, Common starting date is 06/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) |
-22.47%
Feb 2006 – Feb 2009 |
-11.61%
Feb 2004 – Feb 2009 |
-6.19%
Feb 1999 – Feb 2009 |
1.61%
Jul 1998 – Jul 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWFAX (NATIONWIDE FUND CLASS A) |
23.43%
Feb 2009 – Feb 2012 |
20.90%
Feb 2009 – Feb 2014 |
15.42%
Sep 2011 – Sep 2021 |
13.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart