Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWUCX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS C) | NA | 13,226.73% | 464.09% | 177.94% | 75.77% | 48.66% | NA | … | … |
Data as of 01/30/2023, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWUCX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS C) | 12/28/2007 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.35 | 13,226.73 | 464.09 | 177.94 | 75.77 | 48.66 | NA | … | … | 5.25 | 19.10 | 20.48 | 3.73 | 20.27 | -17.90 | 6.71 | 25.13 | -7.12 | 0.89 | 40.53 | 17.83 | -6.81 | 26.47 | 27.48 | -33.16 | -0.31 |
| Sharpe Ratio | NA | 0.72 | 0.51 | 0.29 | 0.40 | NA | NA | … | … | 1.32 | 0.46 | 1.11 | 0.07 | 1.07 | -1.11 | 0.46 | 1.35 | -0.44 | 0.06 | 2.72 | 1.01 | -0.21 | 1.03 | 0.70 | -0.77 | NA |
| Standard Deviation(%) | NA | 43.07 | 39.20 | 32.31 | 25.40 | NA | NA | … | … | 70.95 | 38.93 | 18.37 | 49.26 | 17.55 | 17.36 | 13.15 | 18.39 | 16.28 | 15.36 | 14.88 | 17.68 | 32.82 | 25.56 | 38.99 | 44.07 | 0.00 |
| Draw Down(%) | NA | 19.78 | 46.54 | 52.01 | 52.01 | NA | NA | … | … | 12.35 | 22.53 | 12.36 | 48.21 | 14.08 | 27.74 | 8.96 | 13.26 | 15.09 | 14.61 | 6.69 | 14.90 | 30.70 | 23.05 | 37.85 | 49.46 | 0.31 |
| Yield(%) | 0.00 | 22.67 | 12.64 | 8.56 | 9.52 | 8.57 | 5.92 | … | … | 13.07 | 11.77 | 8.57 | 0.41 | 7.44 | 7.60 | 10.48 | 5.28 | 8.47 | 12.82 | 6.87 | 2.19 | 2.57 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/30/2023, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWUCX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS C) |
-13.72%
Mar 2017 – Mar 2020 |
-6.29%
Mar 2015 – Mar 2020 |
2.79%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWUCX (NATIONWIDE U.S. SMALL CAP VALUE FUND CLASS C) |
30.90%
Feb 2009 – Feb 2012 |
27.37%
Feb 2009 – Feb 2014 |
14.83%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart