Nationwide Loomis Short Term Bond Fund (NWJVX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWJVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWJVX
NWJVX charges 0.49% annually. There are 50 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | NWJVX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | NWJVX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | NWJVX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | NWJVX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | NWJVX vs VBISX |
Best Risk-Adjusted Alternatives to NWJVX
NWJVX has a PortfoliosLab risk / return rank of 81. There are 43 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | NWJVX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | NWJVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | NWJVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | NWJVX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | NWJVX vs DBLSX |
Top Performing NWJVX Alternatives (YTD)
NWJVX is at 0.96% YTD. There are 35 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | NWJVX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | NWJVX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | NWJVX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | NWJVX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | NWJVX vs BATAX |
Lowest Volatility Alternatives to NWJVX
NWJVX has 1.87% 1-year volatility. There are 47 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | NWJVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | NWJVX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | NWJVX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | NWJVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | NWJVX vs DHEAX |
Lowest Drawdown Alternatives to NWJVX
NWJVX has a 1-year max drawdown of -1.19%. There are 44 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | NWJVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | NWJVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | NWJVX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | NWJVX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | NWJVX vs HOBEX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.29% | — | Nov 2015 | NWJVX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 71 | 11.55% | — | Nov 1998 | NWJVX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 27.01% | — | Jun 1996 | NWJVX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 38 | 25.03% | — | May 2001 | NWJVX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 6 | 7.43% | — | Jan 2021 | NWJVX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 25 | 9.14% | — | Dec 1999 | NWJVX vs GIIAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.90% | — | Jan 1999 | NWJVX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 18.35% | — | Dec 1999 | NWJVX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.17% | — | Nov 2015 | NWJVX vs NWXEX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 44 | 13.94% | — | Dec 1999 | NWJVX vs GMXAX |
Often Compared With NWJVX
Investors most often compare NWJVX with NDMAX, SNSAX, SDMZX. These 3 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Investor Destinations Moderately Aggres... | Diversified Portfolio | 67 | 10.65% | — | Mar 2000 | NWJVX vs NDMAX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | NWJVX vs SNSAX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 64 | 1.15% | — | Dec 2013 | NWJVX vs SDMZX |
Compare NWJVX with Any Fund or Stock
Compare NWJVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWJVX with funds that move differently
Nationwide Loomis Short Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWJVX.
Explore NWJVX Diversifiers