- ISIN
- US63868B3776
- CUSIP
- 63868B377
- Issuer
- Nationwide
- Inception Date
- Jun 9, 1996
- Category
- Technology Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
NWJCX Performance Chart
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is up 28.9% since the beginning of the year. NWJCX is currently trading at $150 per share. Investors who bought $1,000 worth of NWJCX shares 5 years ago would now be looking at an investment worth $2,221.
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Returns By Period
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has returned 28.90% so far this year and 47.82% over the past 12 months. Looking at the last ten years, NWJCX has achieved an annualized return of 20.36%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Nationwide NYSE Arca Tech 100 Index Fund
- 1D
- 0.50%
- 1M
- 7.16%
- YTD
- 28.90%
- 6M
- 27.17%
- 1Y
- 47.82%
- 3Y*
- 30.73%
- 5Y*
- 17.30%
- 10Y*
- 20.36%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
NWJCX Monthly Returns History
Based on dividend-adjusted daily data since Sep 17, 2013, NWJCX's average daily return is +0.07%, while the average monthly return is +1.45%. At this rate, an investment would double in approximately 4.0 years.
Historically, 68% of months were positive and 32% were negative. The best month was Dec 2023 with a return of +13.3%, while the worst month was Mar 2020 at -10.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, NWJCX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -12.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.78% | 1.41% | -5.46% | 12.90% | 8.18% | 4.07% | 28.90% | ||||||
| 2025 | 4.28% | -3.93% | -5.67% | 0.38% | 7.64% | 5.59% | 0.89% | 1.60% | 6.76% | 3.12% | -2.80% | 1.44% | 19.96% |
| 2024 | 1.92% | 5.65% | 2.05% | -4.85% | 5.21% | 6.93% | 0.85% | 0.51% | 0.87% | -3.03% | 4.50% | -2.53% | 18.77% |
| 2023 | 7.92% | -2.90% | 6.30% | -2.67% | 4.20% | 5.76% | 3.95% | -0.76% | -6.07% | -3.18% | 11.57% | 13.31% | 41.70% |
| 2022 | -7.66% | -3.65% | 1.75% | -9.80% | 1.67% | -9.00% | 10.57% | -6.36% | -10.05% | 9.04% | 8.43% | -5.71% | -21.56% |
| 2021 | 0.97% | 2.89% | 2.78% | 2.69% | 2.24% | 4.76% | 1.79% | 1.77% | -5.85% | 4.92% | 0.69% | 3.68% | 25.46% |
Benchmark Metrics
Nationwide NYSE Arca Tech 100 Index Fund has an annualized alpha of 3.66%, beta of 1.11, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since September 17, 2013.
- This fund captured 118.91% of S&P 500 Index gains but only 97.41% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 3.66% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.11 and R2 of 0.87, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.66%
- Beta
- 1.11
- R²
- 0.87
- Upside Capture
- 118.91%
- Downside Capture
- 97.41%
Expense Ratio
NWJCX has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NWJCX ranks 83 for risk / return — in the top 83% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NWJCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.75 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.32 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.88 | 2.46 | +2.43 |
| Martin ratioReturn relative to average drawdown | 18.35 | 10.92 | +7.43 |
Dividends
Dividend History
Nationwide NYSE Arca Tech 100 Index Fund provided a 3.33% dividend yield over the last twelve months, with an annual payout of $4.99 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.99 | $4.97 | $31.57 | $12.95 | $15.82 | $11.64 | $5.85 | $1.95 | $1.94 | $3.02 | $0.45 | $0.35 |
Dividend yield | 3.33% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.18 | ||||||
| 2025 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $4.73 | $4.97 |
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $31.23 | $31.57 |
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $12.58 | $12.95 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $15.37 | $15.82 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $11.42 | $11.64 |
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.
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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 31.31%, occurring on Oct 14, 2022. Recovery took 291 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -31.31%Oct 2022 | 9mo 20d | 1y 1mo | 1y 11moDec 2021 - Dec 2023 |
COVID crash2020 | -31.25%Mar 2020 | 29d | 4mo 2d | 5mo 1dFeb 2020 - Jul 2020 |
Rate-hike selloffLate 2018 | -21.37%Dec 2018 | 2mo 23d | 3mo 8d | 6mo 1dOct 2018 - Apr 2019 |
2025 selloff2025 | -21.21%Apr 2025 | 2mo 14d | 2mo 3d | 4mo 17dJan 2025 - Jun 2025 |
2016 correction2016 | -19.98%Feb 2016 | 7mo 23d | 6mo 2d | 1y 1moJun 2015 - Aug 2016 |
Drawdown Indicators
| NWJCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -56.78% | +25.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -9.10% | -1.08% |
Max Drawdown (3Y)Largest decline over 3 years | -21.21% | -18.90% | -2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -25.43% | -5.88% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -33.92% | +2.61% |
Current DrawdownCurrent decline from peak | 0.00% | -3.21% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -10.71% | +5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.04% | +0.66% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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