Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWJAX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS R6) | NA | -11.78% | 1.17% | 6.49% | NA | NA | NA | … | … |
Data as of 09/25/2020, Common starting date is 09/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWJAX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS R6) | 09/20/2013 | 09/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.95 | -11.78 | 1.17 | 6.49 | NA | NA | NA | … | … | -18.55 | -2.88 | -12.92 | 18.38 | 13.57 | -2.04 | 11.46 | 7.44 |
| Sharpe Ratio | NA | -0.33 | 0.00 | 0.29 | NA | NA | NA | … | … | -0.57 | -0.13 | -0.30 | 2.59 | 1.06 | -0.14 | 1.09 | 2.91 |
| Standard Deviation(%) | NA | 37.05 | 24.05 | 20.00 | NA | NA | NA | … | … | 42.78 | 34.02 | 48.05 | 6.89 | 12.54 | 15.01 | 10.53 | 10.12 |
| Draw Down(%) | NA | 38.38 | 38.38 | 38.38 | NA | NA | NA | … | … | 38.38 | 24.03 | 44.83 | 3.14 | 9.52 | 13.53 | 6.68 | 3.23 |
| Yield(%) | 0.00 | 12.20 | 13.26 | 11.42 | 6.58 | 4.39 | 3.29 | … | … | 1.75 | 14.66 | 18.59 | 11.62 | 3.15 | 4.12 | 3.31 | 0.77 |
Data as of 09/25/2020, Common starting date is 09/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJAX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS R6) |
-0.91%
Mar 2017 – Mar 2020 |
2.24%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJAX (NATIONWIDE ZIEGLER EQUITY INCOME FUND CLASS R6) |
14.31%
Sep 2015 – Sep 2018 |
9.13%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart