CFIMX vs. NWAUX

Last updated Apr 1, 2026

Compare and contrast key facts about Clipper Fund (CFIMX) and Nationwide GQG US Quality Equity Fund (NWAUX).

CFIMX is managed by Clipper Fund. It was launched on Feb 29, 1984. NWAUX is managed by Nationwide. It was launched on Jan 24, 2021.

Performance

CFIMX vs. NWAUX - Performance Comparison

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

CFIMX vs. NWAUX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CFIMX Clipper Fund	-3.84%	27.39%	19.40%	31.59%	-18.80%	6.56%
NWAUX Nationwide GQG US Quality Equity Fund	9.70%	-4.92%	27.90%	18.30%	-3.23%	22.65%

Returns By Period

In the year-to-date period, CFIMX achieves a -3.84% return, which is significantly lower than NWAUX's 9.70% return.

CFIMX

• 1D: 0.26%
• 1M: -6.54%
• YTD: -3.84%
• 6M: 4.67%
• 1Y: 20.84%
• 3Y*: 22.64%
• 5Y*: 10.50%
• 10Y*: 12.37%

NWAUX

• 1D: 0.74%
• 1M: -1.92%
• YTD: 9.70%
• 6M: 7.83%
• 1Y: 4.93%
• 3Y*: 17.42%
• 5Y*: 12.67%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CFIMX vs. NWAUX - Expense Ratio Comparison

CFIMX has a 0.71% expense ratio, which is lower than NWAUX's 0.74% expense ratio.

NWAUX

Nationwide GQG US Quality Equity Fund

CFIMX

Clipper Fund

Return for Risk

CFIMX vs. NWAUX — Risk / Return Rank

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

CFIMX

CFIMX Risk / Return Rank: 69
CFIMX Sharpe Ratio Rank: 68
CFIMX Sortino Ratio Rank: 73
CFIMX Omega Ratio Rank: 68
CFIMX Calmar Ratio Rank: 67
CFIMX Martin Ratio Rank: 71

NWAUX

NWAUX Risk / Return Rank: 17
NWAUX Sharpe Ratio Rank: 19
NWAUX Sortino Ratio Rank: 17
NWAUX Omega Ratio Rank: 16
NWAUX Calmar Ratio Rank: 20
NWAUX Martin Ratio Rank: 14

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.

CFIMX vs. NWAUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clipper Fund (CFIMX) 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.

	CFIMX	NWAUX	Difference
Sharpe ratio Return per unit of total volatility	1.20	0.49	+0.72
Sortino ratio Return per unit of downside risk	1.80	0.73	+1.07
Omega ratio Gain probability vs. loss probability	1.26	1.10	+0.16
Calmar ratio Return relative to maximum drawdown	1.54	0.58	+0.96
Martin ratio Return relative to average drawdown	6.69	1.36	+5.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CFIMX vs. NWAUX - Sharpe Ratio Comparison

The current CFIMX Sharpe Ratio is 1.20, which is higher than the NWAUX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of CFIMX 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.

Sharpe Ratios by Period

	CFIMX	NWAUX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.20	0.49	+0.72
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.56	0.79	-0.23
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.63	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.61	0.83	-0.22

Correlation

The correlation between CFIMX and NWAUX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

CFIMX vs. NWAUX - Dividend Comparison

CFIMX's dividend yield for the trailing twelve months is around 8.64%, more than NWAUX's 4.69% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CFIMX Clipper Fund	8.64%	8.31%	13.43%	6.10%	5.67%	13.79%	2.45%	1.46%	10.12%	5.95%	10.43%	0.71%
NWAUX Nationwide GQG US Quality Equity Fund	4.69%	4.35%	13.58%	0.40%	1.93%	0.60%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

CFIMX vs. NWAUX - Drawdown Comparison

The maximum CFIMX drawdown since its inception was -66.07%, which is greater than NWAUX's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for CFIMX and NWAUX.

Drawdown Indicators

	CFIMX	NWAUX	Difference
Max Drawdown Largest peak-to-trough decline	-66.07%	-21.07%	-45.00%
Max Drawdown (1Y) Largest decline over 1 year	-11.19%	-8.87%	-2.32%
Max Drawdown (5Y) Largest decline over 5 years	-30.80%	-21.07%	-9.73%
Max Drawdown (10Y) Largest decline over 10 years	-37.24%	—	—
Current Drawdown Current decline from peak	-8.01%	-7.03%	-0.98%
Average Drawdown Average peak-to-trough decline	-7.89%	-6.85%	-1.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.72%	3.83%	-1.11%

Volatility

CFIMX vs. NWAUX - Volatility Comparison

Clipper Fund (CFIMX) has a higher volatility of 4.01% compared to Nationwide GQG US Quality Equity Fund (NWAUX) at 2.74%. This indicates that CFIMX'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.

Volatility by Period

	CFIMX	NWAUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.01%	2.74%	+1.27%
Volatility (6M) Calculated over the trailing 6-month period	9.64%	7.29%	+2.35%
Volatility (1Y) Calculated over the trailing 1-year period	18.07%	12.58%	+5.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.91%	16.10%	+2.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.63%	16.05%	+3.58%