Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHDX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS A) | 16.69% | 33.64% | 17.84% | 6.34% | 9.24% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHDX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS A) | 09/18/2013 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 33.64 | 17.84 | 6.34 | 9.24 | NA | NA | … | … | 16.69 | 9.70 | 9.82 | 16.72 | -15.09 | 29.57 | 8.46 | 20.83 | -16.69 | 3.71 | 25.35 | -3.65 | 5.55 | 7.95 |
| Sharpe Ratio | NA | 1.94 | 0.84 | 0.20 | 0.34 | NA | NA | … | … | 2.25 | 0.34 | 0.32 | 0.69 | -0.69 | 1.31 | 0.18 | 1.27 | -1.13 | 0.24 | 1.66 | -0.26 | 0.38 | 2.23 |
| Standard Deviation(%) | NA | 16.75 | 19.13 | 20.46 | 22.94 | NA | NA | … | … | 17.34 | 20.20 | 19.48 | 19.24 | 24.01 | 22.58 | 46.04 | 15.28 | 16.05 | 12.86 | 15.15 | 14.37 | 14.64 | 13.77 |
| Draw Down(%) | NA | 8.53 | 24.73 | 28.10 | 47.94 | NA | NA | … | … | 8.53 | 20.58 | 9.73 | 16.85 | 23.53 | 11.33 | 45.28 | 12.10 | 26.26 | 8.90 | 10.85 | 12.80 | 11.34 | 4.49 |
| Yield(%) | 0.00 | 11.67 | 9.94 | 5.12 | 6.11 | 5.41 | 4.06 | … | … | 0.01 | 11.21 | 13.39 | 2.59 | 0.73 | 0.59 | 0.65 | 0.62 | 10.77 | 10.59 | 0.56 | 0.79 | 11.78 | 20.26 |
Data as of 06/08/2026, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHDX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS A) |
-11.13%
Mar 2017 – Mar 2020 |
-4.27%
Mar 2015 – Mar 2020 |
4.91%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHDX (NATIONWIDE BAILARD COGNITIVE VALUE FUND CLASS A) |
21.01%
May 2023 – May 2026 |
16.69%
Mar 2020 – Mar 2025 |
9.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart