Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWJHX (NATIONWIDE HIGHMARK BOND FUND CLASS C) | NA | 2.89% | -3.66% | 0.36% | 0.96% | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWJHX (NATIONWIDE HIGHMARK BOND FUND CLASS C) | 09/18/2013 | 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 (%) | 0.11 | 2.89 | -3.66 | 0.36 | 0.96 | NA | NA | … | … | -1.21 | 5.30 | -13.69 | -2.02 | 7.64 | 9.08 | -1.43 | 2.61 | 3.30 | -0.79 | 4.43 | 0.87 |
| Sharpe Ratio | NA | -0.21 | -0.89 | -0.20 | 0.00 | NA | NA | … | … | -2.05 | 0.15 | -2.05 | -0.55 | 1.43 | 2.13 | -0.94 | 0.74 | 1.06 | -0.24 | 1.77 | 1.26 |
| Standard Deviation(%) | NA | 7.01 | 6.40 | 5.70 | 4.53 | NA | NA | … | … | 6.11 | 7.16 | 7.37 | 3.69 | 5.15 | 3.60 | 2.94 | 2.67 | 2.91 | 3.41 | 2.49 | 2.41 |
| Draw Down(%) | NA | 7.15 | 18.75 | 19.28 | 19.28 | NA | NA | … | … | 1.83 | 7.33 | 17.33 | 3.79 | 7.73 | 2.07 | 3.42 | 1.48 | 3.92 | 2.98 | 1.20 | 0.74 |
| Yield(%) | 0.00 | 3.37 | 2.11 | 2.92 | 2.48 | 1.86 | 1.40 | … | … | 0.30 | 3.32 | 1.69 | 1.73 | 4.82 | 2.96 | 1.85 | 1.64 | 2.63 | 1.75 | 2.89 | 3.18 |
Data as of 02/16/2024, 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 |
|---|---|---|---|---|
| NWJHX (NATIONWIDE HIGHMARK BOND FUND CLASS C) |
-5.94%
Oct 2020 – Oct 2023 |
-1.03%
Oct 2017 – Oct 2022 |
0.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJHX (NATIONWIDE HIGHMARK BOND FUND CLASS C) |
5.48%
Jul 2018 – Jul 2021 |
4.17%
Dec 2015 – Dec 2020 |
1.25%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
