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Nationwide NYSE Arca Tech 100 Index Fund (NWJCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US63868B3776

CUSIP

63868B377

Issuer

Nationwide

Inception Date

Jun 9, 1996

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

NWJCX features an expense ratio of 0.65%, falling within the medium range.


Expense ratio chart for NWJCX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
NWJCX vs. ZECP NWJCX vs. GOOG NWJCX vs. QQQ NWJCX vs. VFIAX NWJCX vs. FSPGX NWJCX vs. XLG NWJCX vs. PRCOX
Popular comparisons:
NWJCX vs. ZECP NWJCX vs. GOOG NWJCX vs. QQQ NWJCX vs. VFIAX NWJCX vs. FSPGX NWJCX vs. XLG NWJCX vs. PRCOX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Nationwide NYSE Arca Tech 100 Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%250.00%300.00%350.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
377.40%
245.91%
NWJCX (Nationwide NYSE Arca Tech 100 Index Fund)
Benchmark (^GSPC)

Returns By Period

Nationwide NYSE Arca Tech 100 Index Fund had a return of 20.03% year-to-date (YTD) and 20.03% in the last 12 months. Over the past 10 years, Nationwide NYSE Arca Tech 100 Index Fund had an annualized return of 14.14%, outperforming the S&P 500 benchmark which had an annualized return of 11.01%.


NWJCX

YTD

20.03%

1M

0.78%

6M

0.61%

1Y

20.03%

5Y*

14.37%

10Y*

14.14%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of NWJCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.34%5.65%2.05%-4.85%5.21%6.93%0.85%0.51%0.87%-3.03%4.50%20.03%
20237.92%-2.90%6.30%-2.67%4.20%5.76%3.95%-0.76%-6.07%-3.18%11.57%6.42%33.08%
2022-7.66%-3.65%1.75%-9.80%1.67%-9.00%10.57%-6.36%-10.05%9.04%8.43%-5.70%-21.56%
20210.97%2.89%2.78%2.69%2.24%4.76%1.79%1.77%-5.85%4.92%0.69%3.68%25.46%
2020-0.53%-7.11%-10.20%12.41%6.34%3.25%4.18%6.94%-3.27%-3.29%11.83%4.08%24.24%
20199.22%7.23%0.17%4.38%-8.36%8.38%0.58%-1.82%1.53%2.43%4.62%2.29%33.67%
20188.92%-2.07%-1.43%-0.09%4.81%-1.07%4.50%4.04%0.57%-10.04%2.42%-8.28%0.65%
20174.26%4.10%1.22%1.90%2.86%-0.49%4.06%2.76%2.16%3.81%1.26%-0.22%31.30%
2016-7.11%0.33%5.17%0.30%3.72%-1.36%6.61%1.01%1.61%-2.30%2.98%0.63%11.43%
2015-2.71%7.86%-1.82%0.80%2.42%-3.03%1.04%-6.69%-2.99%5.39%1.01%-1.61%-1.20%
20140.18%5.59%-0.83%-2.24%2.59%2.22%-0.32%3.60%-1.69%2.04%3.21%-0.37%14.56%
2013-0.63%2.11%3.77%4.18%9.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NWJCX is 61, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NWJCX is 6161
Overall Rank
The Sharpe Ratio Rank of NWJCX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of NWJCX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of NWJCX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of NWJCX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of NWJCX is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for NWJCX, currently valued at 1.15, compared to the broader market-1.000.001.002.003.004.001.151.90
The chart of Sortino ratio for NWJCX, currently valued at 1.63, compared to the broader market-2.000.002.004.006.008.0010.001.632.54
The chart of Omega ratio for NWJCX, currently valued at 1.21, compared to the broader market0.501.001.502.002.503.003.501.211.35
The chart of Calmar ratio for NWJCX, currently valued at 2.05, compared to the broader market0.005.0010.0015.002.052.81
The chart of Martin ratio for NWJCX, currently valued at 6.43, compared to the broader market0.0020.0040.0060.006.4312.39
NWJCX
^GSPC

The current Nationwide NYSE Arca Tech 100 Index Fund Sharpe ratio is 1.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Nationwide NYSE Arca Tech 100 Index Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.15
1.90
NWJCX (Nationwide NYSE Arca Tech 100 Index Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Nationwide NYSE Arca Tech 100 Index Fund provided a 0.26% dividend yield over the last twelve months, with an annual payout of $0.34 per share.


0.20%0.30%0.40%0.50%0.60%0.70%0.80%0.90%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.34$0.52$0.78$0.37$0.64$0.64$0.32$0.37$0.45$0.35$0.34$0.11

Dividend yield

0.26%0.47%0.88%0.27%0.55%0.65%0.42%0.48%0.74%0.64%0.60%0.23%

Monthly Dividends

The table displays the monthly dividend distributions for Nationwide NYSE Arca Tech 100 Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.08$0.00$0.00$0.14$0.00$0.00$0.12$0.00$0.00$0.00$0.34
2023$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.07$0.00$0.00$0.16$0.52
2022$0.00$0.00$0.12$0.00$0.00$0.21$0.00$0.00$0.12$0.00$0.00$0.33$0.78
2021$0.00$0.00$0.01$0.00$0.00$0.16$0.00$0.00$0.06$0.00$0.00$0.14$0.37
2020$0.00$0.00$0.09$0.00$0.00$0.31$0.00$0.00$0.09$0.00$0.00$0.15$0.64
2019$0.00$0.00$0.11$0.00$0.00$0.23$0.00$0.00$0.20$0.00$0.00$0.10$0.64
2018$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.11$0.32
2017$0.00$0.00$0.02$0.00$0.00$0.10$0.00$0.00$0.06$0.00$0.00$0.19$0.37
2016$0.00$0.00$0.06$0.00$0.00$0.04$0.00$0.00$0.01$0.00$0.00$0.34$0.45
2015$0.00$0.00$0.05$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.27$0.35
2014$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.31$0.34
2013$0.11$0.11

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.85%
-3.58%
NWJCX (Nationwide NYSE Arca Tech 100 Index Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nationwide NYSE Arca Tech 100 Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nationwide NYSE Arca Tech 100 Index Fund was 32.00%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.

The current Nationwide NYSE Arca Tech 100 Index Fund drawdown is 3.85%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-31.31%Dec 28, 2021202Oct 14, 2022291Dec 12, 2023493
-21.26%Oct 2, 201858Dec 24, 201859Mar 21, 2019117
-19.98%Jun 23, 2015162Feb 11, 2016126Aug 11, 2016288
-10.22%Jan 29, 20189Feb 8, 201820Mar 9, 201829

Volatility

Volatility Chart

The current Nationwide NYSE Arca Tech 100 Index Fund volatility is 4.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.53%
3.64%
NWJCX (Nationwide NYSE Arca Tech 100 Index Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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