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NWHJX: NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND CLASS A (MUTUAL FUND)
Basic Info 12.75 0.08(0.63%) June 08
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 09/18/2013 |
| Last Dividend Date: | 03/18/2026 |
| 12-Mo. Yield | 8.29% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 11.8 | 25.2 | 20.8 | 10.1 | 8.7 | 7.1 | 34.4 | 6.9 | 21.5 | -16.2 | 9.7 | 7.9 | 21.4 | -20.0 | 24.2 | -2.6 | 0.7 | -2.2 | 7.2 |
| Sharpe Ratio | NA | 1.35 | 1.5 | 1.22 | 0.46 | 0.42 | 0.36 | 2.18 | 0.26 | 1.4 | -0.84 | 0.75 | 0.26 | 1.93 | -1.54 | 2.99 | -0.16 | 0.04 | -0.18 | 2.81 |
| Draw Down(%) | NA | 11.1 | 11.1 | 13.8 | 30.7 | 39.5 | 39.5 | 13.8 | 8.9 | 10.1 | 30.0 | 7.2 | 33.9 | 7.5 | 27.7 | 3.0 | 11.9 | 14.3 | 13.0 | 2.4 |
| Standard Deviation(%) | NA | 18.8 | 14.8 | 14.2 | 15.6 | 16.5 | 15.9 | 14.5 | 12.6 | 12.9 | 21.1 | 13.0 | 29.4 | 10.4 | 14.0 | 7.9 | 17.0 | 14.8 | 12.3 | 9.7 |
| Treynor Ratio | NA | 0.24 | 0.22 | 0.18 | 0.07 | 0.07 | 0.06 | 0.35 | 0.03 | 0.18 | -0.18 | 0.1 | 0.1 | 0.21 | -0.21 | 0.24 | -0.03 | 0.01 | -0.02 | 0.28 |
| Alpha | NA | 0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.01 | 0.0 | -0.03 | 0.0 | -0.02 | 0.01 | 0.01 | 0.05 |
| Beta | NA | 1.04 | 1.0 | 0.97 | 0.97 | 0.91 | 0.92 | 0.91 | 1.0 | 0.97 | 0.97 | 1.0 | 0.74 | 0.94 | 1.01 | 0.98 | 0.94 | 0.92 | 1.04 | 0.99 |
| RSquared | NA | 0.95 | 0.93 | 0.93 | 0.96 | 0.79 | 0.81 | 0.9 | 0.96 | 0.96 | 0.98 | 0.96 | 0.47 | 0.93 | 0.94 | 0.83 | 0.94 | 0.92 | 0.9 | 0.94 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | 9.9 | 3.6 | 3.0 | 2.2 | 2.5 | 1.4 | 2.8 | 3.9 | 2.1 | 1.9 | 2.5 | 3.9 | 2.0 |
| Dividend Growth(%) | N/A | -99.2 | N/A | N/A | N/A | N/A | N/A | 182.5 | 44.1 | 11.0 | -8.7 | 92.1 | -40.0 | -46.6 | 134.3 | 7.0 | -26.4 | -39.1 | 99.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2013
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