Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWJTX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C) | NA | 5.20% | 0.15% | 1.71% | 1.07% | 1.39% | NA | … | … |
Data as of 02/16/2024, Common starting date is 11/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWJTX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C) | 11/30/2004 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.20 | 0.15 | 1.71 | 1.07 | 1.39 | NA | … | … | 0.21 | 5.74 | -4.28 | -0.99 | 4.29 | 5.04 | 0.31 | 0.23 | 1.11 | -0.34 | 0.03 | -0.32 | 2.38 | 1.17 | 2.10 | 6.08 | 1.72 | 4.69 | 3.32 | 0.96 | 0.30 |
| Sharpe Ratio | NA | 0.33 | -0.85 | 0.10 | 0.04 | NA | NA | … | … | -0.87 | 0.58 | -2.31 | -1.08 | 1.29 | 2.47 | -0.90 | -0.42 | 0.90 | -0.32 | 0.01 | -0.35 | 2.59 | 1.08 | 1.68 | 4.16 | 0.29 | 1.34 | 0.04 | -1.14 | 2.23 |
| Standard Deviation(%) | NA | 2.57 | 2.19 | 2.29 | 1.79 | NA | NA | … | … | 2.31 | 2.60 | 2.46 | 0.94 | 3.12 | 1.47 | 1.12 | 0.95 | 1.01 | 1.16 | 1.00 | 1.02 | 0.91 | 1.05 | 1.20 | 1.44 | 2.75 | 1.28 | 1.11 | 1.06 | 0.89 |
| Draw Down(%) | NA | 1.01 | 7.40 | 7.40 | 7.40 | NA | NA | … | … | 0.50 | 1.30 | 6.41 | 1.14 | 6.78 | 0.59 | 0.84 | 0.70 | 1.10 | 1.11 | 0.66 | 1.35 | 0.38 | 1.04 | 0.87 | 0.60 | 2.87 | 0.50 | 0.41 | 0.58 | 0.10 |
| Yield(%) | 0.00 | 3.55 | 1.83 | 1.74 | 1.23 | 1.38 | 1.65 | … | … | 0.31 | 3.47 | 1.42 | 0.63 | 1.23 | 1.77 | 1.40 | 0.73 | 0.61 | 0.55 | 0.42 | 0.65 | 1.28 | 1.55 | 1.89 | 2.76 | 3.59 | 3.39 | 3.06 | 2.15 | 0.00 |
Data as of 02/16/2024, Common starting date is 11/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJTX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C) |
-0.88%
Oct 2019 – Oct 2022 |
-0.02%
Apr 2013 – Apr 2018 |
0.30%
Oct 2012 – Oct 2022 |
1.15%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWJTX (NATIONWIDE HIGHMARK SHORT TERM BOND FUND CLASS C) |
4.34%
Jul 2006 – Jul 2009 |
3.76%
Oct 2005 – Oct 2010 |
2.27%
Mar 2005 – Mar 2015 |
2.10%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart