Nationwide Loomis Core Bond Fund (NWJJX)
The fund invests primarily in bonds (or fixed-income securities) which include: U.S. government securities; corporate bonds issued by U.S. or foreign companies that are investment grade; investment grade fixed-income securities backed by the interest and principal payments of various types of mortgages, known as mortgage-backed securities and investment grade fixed-income securities backed by the interest and principal payments on loans for other types of assets.
Fund Info
US63868C4096
Feb 15, 1984
$50,000
Expense Ratio
NWJJX has an expense ratio of 0.73%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Nationwide Loomis Core Bond Fund (NWJJX) returned 1.82% year-to-date (YTD) and 5.65% over the past 12 months. Over the past 10 years, NWJJX returned 1.64% annually, underperforming the S&P 500 benchmark at 10.85%.
NWJJX
1.82%
-1.05%
0.48%
5.65%
1.53%
-0.60%
1.64%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of NWJJX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.57% | 2.15% | -0.07% | 0.24% | -1.05% | 1.82% | |||||||
| 2024 | 0.36% | -1.26% | 0.53% | -1.98% | 1.67% | 0.65% | 2.62% | 1.05% | 1.70% | -2.43% | 0.85% | -1.31% | 2.32% |
| 2023 | 3.66% | -2.33% | 1.96% | 0.31% | -0.77% | -0.28% | 0.04% | -0.61% | -2.57% | -1.37% | 4.27% | 3.61% | 5.77% |
| 2022 | -1.97% | -1.17% | -2.77% | -3.66% | 0.28% | -1.64% | 2.04% | -2.23% | -4.28% | -1.68% | 3.55% | -0.68% | -13.57% |
| 2021 | -0.70% | -1.46% | -1.20% | 0.84% | 0.18% | 0.94% | 1.07% | -0.06% | -0.98% | -0.09% | 0.46% | -0.33% | -1.37% |
| 2020 | 2.16% | 1.85% | -2.59% | 2.39% | 0.95% | 1.45% | 1.77% | -0.79% | 0.01% | -0.49% | 1.24% | 0.12% | 8.24% |
| 2019 | 1.29% | 0.23% | 2.04% | 0.14% | 1.80% | 1.22% | 0.23% | 2.56% | -0.49% | 0.39% | -0.07% | -0.12% | 9.57% |
| 2018 | -1.11% | -0.94% | 0.49% | -0.74% | 0.59% | -0.20% | 0.29% | 0.51% | -0.53% | -0.81% | 0.24% | 1.56% | -0.67% |
| 2017 | 0.18% | 0.63% | -0.08% | 0.74% | 0.75% | -0.09% | 0.37% | 0.73% | -0.37% | 0.17% | -0.38% | 0.45% | 3.13% |
| 2016 | 0.66% | 0.74% | 1.87% | 1.00% | -0.27% | 1.80% | 0.62% | -0.10% | -0.02% | -0.54% | -2.25% | 0.28% | 3.79% |
| 2015 | 2.01% | -0.72% | 0.36% | -0.28% | -0.09% | -1.00% | 0.37% | -0.37% | 0.46% | 0.28% | -0.37% | -0.74% | -0.11% |
| 2014 | 1.46% | 0.71% | -0.15% | 0.74% | 1.10% | 0.05% | -0.34% | 0.92% | -0.72% | 0.74% | 0.55% | -0.13% | 5.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NWJJX 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nationwide Loomis Core Bond Fund (NWJJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Nationwide Loomis Core Bond Fund provided a 4.13% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.38 | $0.35 | $0.23 | $0.26 | $0.59 | $0.37 | $0.27 | $0.23 | $0.34 | $0.26 | $0.38 |
Dividend yield | 4.13% | 4.11% | 3.71% | 2.48% | 2.38% | 5.16% | 3.30% | 2.59% | 2.15% | 3.11% | 2.42% | 3.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Loomis Core Bond 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.03 | $0.03 | $0.03 | $0.03 | $0.00 | $0.13 | |||||||
| 2024 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.38 |
| 2023 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.10 | $0.35 |
| 2022 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.23 |
| 2021 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.01 | $0.12 | $0.26 |
| 2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.01 | $0.02 | $0.40 | $0.59 |
| 2019 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.10 | $0.37 |
| 2018 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.27 |
| 2017 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.23 |
| 2016 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.12 | $0.34 |
| 2015 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.26 |
| 2014 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.10 | $0.38 |
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 Loomis Core Bond 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 Loomis Core Bond Fund was 18.38%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current Nationwide Loomis Core Bond Fund drawdown is 6.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.38% | Aug 5, 2020 | 567 | Oct 24, 2022 | — | — | — |
| -7.71% | Mar 10, 2020 | 9 | Mar 20, 2020 | 68 | Jun 26, 2020 | 77 |
| -3.7% | Jul 11, 2016 | 112 | Dec 15, 2016 | 158 | Aug 3, 2017 | 270 |
| -3.51% | Sep 11, 2017 | 173 | May 17, 2018 | 177 | Jan 31, 2019 | 350 |
| -2.55% | Apr 20, 2015 | 177 | Dec 29, 2015 | 55 | Mar 18, 2016 | 232 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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