Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWGQX (NATIONWIDE HIGHMARK SMALL CAP CORE FUND CLASS C) | NA | 3.33% | 2.42% | 6.12% | 6.98% | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWGQX (NATIONWIDE HIGHMARK SMALL CAP CORE FUND CLASS C) | 09/17/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | 3.33 | 2.42 | 6.12 | 6.98 | NA | NA | … | … | -3.51 | 23.24 | -15.62 | 17.96 | 0.19 | 27.55 | -9.55 | 12.78 | 22.15 | -5.61 | 10.50 | 9.24 |
| Sharpe Ratio | NA | -0.06 | 0.02 | 0.17 | 0.28 | NA | NA | … | … | -1.50 | 1.12 | -0.69 | 0.94 | 0.00 | 1.77 | -0.66 | 0.98 | 1.21 | -0.33 | 0.63 | 2.56 |
| Standard Deviation(%) | NA | 16.92 | 20.39 | 26.57 | 22.00 | NA | NA | … | … | 18.40 | 17.05 | 24.75 | 19.16 | 45.11 | 14.73 | 16.47 | 12.43 | 18.18 | 16.91 | 16.62 | 13.91 |
| Draw Down(%) | NA | 15.25 | 23.47 | 46.77 | 46.77 | NA | NA | … | … | 6.53 | 15.25 | 21.95 | 10.12 | 46.77 | 9.76 | 22.98 | 6.69 | 15.49 | 15.37 | 11.30 | 3.88 |
| Yield(%) | 0.00 | 2.11 | 2.40 | 2.86 | 7.56 | 5.51 | 4.14 | … | … | 0.00 | 2.41 | 2.18 | 3.17 | 0.00 | 6.43 | 39.16 | 9.51 | 0.17 | 2.76 | 0.00 | 0.00 |
Data as of 02/16/2024, Common starting date is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWGQX (NATIONWIDE HIGHMARK SMALL CAP CORE FUND CLASS C) |
-5.66%
Mar 2017 – Mar 2020 |
-1.18%
Mar 2015 – Mar 2020 |
5.90%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWGQX (NATIONWIDE HIGHMARK SMALL CAP CORE FUND CLASS C) |
18.20%
Mar 2020 – Mar 2023 |
13.67%
Feb 2016 – Feb 2021 |
7.37%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart