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BEQGX vs. NWAUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BEQGX vs. NWAUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Equity Growth Fund (BEQGX) and Nationwide GQG US Quality Equity Fund (NWAUX). The values are adjusted to include any dividend payments, if applicable.

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BEQGX vs. NWAUX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BEQGX
American Century Equity Growth Fund
-5.63%18.38%24.70%24.37%-22.99%21.13%
NWAUX
Nationwide GQG US Quality Equity Fund
9.49%-4.92%27.90%18.30%-3.23%22.65%

Returns By Period

In the year-to-date period, BEQGX achieves a -5.63% return, which is significantly lower than NWAUX's 9.49% return.


BEQGX

1D
2.85%
1M
-5.31%
YTD
-5.63%
6M
-1.83%
1Y
19.17%
3Y*
18.19%
5Y*
9.09%
10Y*
12.03%

NWAUX

1D
-0.20%
1M
-1.80%
YTD
9.49%
6M
7.91%
1Y
4.79%
3Y*
17.34%
5Y*
12.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BEQGX vs. NWAUX - Expense Ratio Comparison

BEQGX has a 0.65% expense ratio, which is lower than NWAUX's 0.74% expense ratio.


Return for Risk

BEQGX vs. NWAUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEQGX
BEQGX Risk / Return Rank: 6060
Overall Rank
BEQGX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
BEQGX Sortino Ratio Rank: 5656
Sortino Ratio Rank
BEQGX Omega Ratio Rank: 5555
Omega Ratio Rank
BEQGX Calmar Ratio Rank: 6666
Calmar Ratio Rank
BEQGX Martin Ratio Rank: 7272
Martin Ratio Rank

NWAUX
NWAUX Risk / Return Rank: 1313
Overall Rank
NWAUX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
NWAUX Sortino Ratio Rank: 1111
Sortino Ratio Rank
NWAUX Omega Ratio Rank: 1010
Omega Ratio Rank
NWAUX Calmar Ratio Rank: 1919
Calmar Ratio Rank
NWAUX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEQGX vs. NWAUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) and Nationwide GQG US Quality Equity Fund (NWAUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BEQGXNWAUXDifference

Sharpe ratio

Return per unit of total volatility

1.04

0.38

+0.66

Sortino ratio

Return per unit of downside risk

1.58

0.59

+0.99

Omega ratio

Gain probability vs. loss probability

1.23

1.08

+0.15

Calmar ratio

Return relative to maximum drawdown

1.63

0.66

+0.98

Martin ratio

Return relative to average drawdown

7.22

1.53

+5.69

BEQGX vs. NWAUX - Sharpe Ratio Comparison

The current BEQGX Sharpe Ratio is 1.04, which is higher than the NWAUX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of BEQGX and NWAUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BEQGXNWAUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.04

0.38

+0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.78

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.82

-0.34

Correlation

The correlation between BEQGX and NWAUX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BEQGX vs. NWAUX - Dividend Comparison

BEQGX's dividend yield for the trailing twelve months is around 12.19%, more than NWAUX's 4.70% yield.


TTM20252024202320222021202020192018201720162015
BEQGX
American Century Equity Growth Fund
12.19%11.50%0.58%1.20%9.65%27.71%12.60%10.44%13.39%10.22%1.86%8.27%
NWAUX
Nationwide GQG US Quality Equity Fund
4.70%4.35%13.58%0.40%1.93%0.60%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BEQGX vs. NWAUX - Drawdown Comparison

The maximum BEQGX drawdown since its inception was -54.43%, which is greater than NWAUX's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for BEQGX and NWAUX.


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Drawdown Indicators


BEQGXNWAUXDifference

Max Drawdown

Largest peak-to-trough decline

-54.43%

-21.07%

-33.36%

Max Drawdown (1Y)

Largest decline over 1 year

-12.22%

-8.57%

-3.65%

Max Drawdown (5Y)

Largest decline over 5 years

-27.25%

-21.07%

-6.18%

Max Drawdown (10Y)

Largest decline over 10 years

-31.94%

Current Drawdown

Current decline from peak

-7.45%

-7.22%

-0.23%

Average Drawdown

Average peak-to-trough decline

-9.43%

-6.85%

-2.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.77%

3.83%

-1.06%

Volatility

BEQGX vs. NWAUX - Volatility Comparison

American Century Equity Growth Fund (BEQGX) has a higher volatility of 5.24% compared to Nationwide GQG US Quality Equity Fund (NWAUX) at 2.74%. This indicates that BEQGX's price experiences larger fluctuations and is considered to be riskier than NWAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEQGXNWAUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.24%

2.74%

+2.50%

Volatility (6M)

Calculated over the trailing 6-month period

10.08%

7.29%

+2.79%

Volatility (1Y)

Calculated over the trailing 1-year period

18.88%

12.55%

+6.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.01%

16.10%

+0.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.93%

16.04%

+1.89%