Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWXRX (Nationwide Small Cap Index Fund Institut) | 14.65% | 32.66% | 15.92% | 5.28% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWXRX (Nationwide Small Cap Index Fund Institut) | 12/06/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 32.66 | 15.92 | 5.28 | NA | NA | NA | … | … | 14.65 | 12.39 | 11.02 | 16.61 | -20.63 | 14.49 | 19.56 | 25.22 | -10.60 | 14.57 | -5.99 |
| Sharpe Ratio | NA | 1.72 | 0.66 | 0.13 | NA | NA | NA | … | … | 1.68 | 0.41 | 0.36 | 0.65 | -0.79 | 0.66 | 0.44 | 1.47 | -0.67 | 1.15 | -2.05 |
| Standard Deviation(%) | NA | 19.60 | 21.28 | 22.64 | NA | NA | NA | … | … | 20.76 | 23.15 | 20.70 | 20.03 | 28.14 | 22.00 | 43.29 | 16.20 | 18.01 | 12.17 | 29.47 |
| Draw Down(%) | NA | 11.08 | 27.67 | 31.93 | NA | NA | NA | … | … | 11.08 | 23.89 | 10.08 | 18.05 | 27.08 | 12.33 | 41.92 | 9.52 | 26.31 | 6.33 | 8.43 |
| Yield(%) | 0.00 | 2.66 | 3.35 | 3.01 | 6.12 | 4.08 | 3.06 | … | … | 0.08 | 2.74 | 5.28 | 1.32 | 1.34 | 7.29 | 0.79 | 8.48 | 28.07 | 17.26 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWXRX (Nationwide Small Cap Index Fund Institut) |
-4.68%
Mar 2017 – Mar 2020 |
2.26%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWXRX (Nationwide Small Cap Index Fund Institut) |
19.74%
May 2023 – May 2026 |
12.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart