Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) | 0.56% | -3.73% | 4.46% | -2.14% | 7.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) | 09/18/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | -3.73 | 4.46 | -2.14 | 7.55 | NA | NA | … | … | 0.56 | -8.56 | 13.19 | 19.26 | -26.09 | 2.59 | 31.74 | 28.02 | -1.17 | 22.39 | 10.50 | 9.75 | -3.18 | 7.89 |
| Sharpe Ratio | NA | -0.37 | 0.06 | -0.22 | 0.28 | NA | NA | … | … | -0.06 | -0.57 | 0.52 | 0.91 | -1.00 | 0.13 | 0.84 | 1.71 | -0.14 | 1.91 | 0.61 | 0.63 | -0.20 | 1.95 |
| Standard Deviation(%) | NA | 17.02 | 18.60 | 20.63 | 21.36 | NA | NA | … | … | 18.49 | 20.23 | 18.53 | 17.30 | 27.67 | 19.03 | 37.52 | 15.56 | 18.39 | 11.45 | 16.79 | 15.55 | 15.88 | 15.59 |
| Draw Down(%) | NA | 13.67 | 24.74 | 38.51 | 38.51 | NA | NA | … | … | 13.67 | 22.08 | 8.58 | 15.98 | 29.83 | 15.00 | 35.44 | 7.99 | 26.96 | 5.21 | 14.13 | 10.91 | 14.63 | 4.54 |
| Yield(%) | 0.00 | 2.59 | 2.64 | 1.24 | 2.97 | 2.97 | 2.23 | … | … | 0.00 | 2.49 | 3.91 | 0.88 | 0.00 | 0.00 | 0.00 | 2.77 | 5.85 | 5.98 | 0.19 | 5.41 | 5.78 | 3.28 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) |
-5.99%
Apr 2021 – Apr 2024 |
-2.81%
Mar 2021 – Mar 2026 |
6.36%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHZX (NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS A) |
20.05%
Dec 2018 – Dec 2021 |
20.50%
Feb 2016 – Feb 2021 |
10.85%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart