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GBIAX vs. MUIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GBIAX vs. MUIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nationwide Bond Index Fund (GBIAX) and Nationwide Fund (MUIFX). The values are adjusted to include any dividend payments, if applicable.

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GBIAX vs. MUIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GBIAX
Nationwide Bond Index Fund
-0.61%6.54%0.44%5.03%-14.06%-2.38%6.60%8.08%-0.74%2.89%
MUIFX
Nationwide Fund
-8.65%14.21%21.61%25.72%-19.09%25.37%22.59%30.95%-6.06%19.79%

Returns By Period

In the year-to-date period, GBIAX achieves a -0.61% return, which is significantly higher than MUIFX's -8.65% return. Over the past 10 years, GBIAX has underperformed MUIFX with an annualized return of 0.89%, while MUIFX has yielded a comparatively higher 12.46% annualized return.


GBIAX

1D
0.42%
1M
-2.33%
YTD
-0.61%
6M
0.20%
1Y
3.11%
3Y*
2.76%
5Y*
-0.55%
10Y*
0.89%

MUIFX

1D
-0.04%
1M
-7.72%
YTD
-8.65%
6M
-7.11%
1Y
9.81%
3Y*
14.09%
5Y*
9.02%
10Y*
12.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GBIAX vs. MUIFX - Expense Ratio Comparison

GBIAX has a 0.64% expense ratio, which is lower than MUIFX's 0.65% expense ratio.


Return for Risk

GBIAX vs. MUIFX — Risk / Return Rank

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

GBIAX
GBIAX Risk / Return Rank: 4242
Overall Rank
GBIAX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
GBIAX Sortino Ratio Rank: 3535
Sortino Ratio Rank
GBIAX Omega Ratio Rank: 2626
Omega Ratio Rank
GBIAX Calmar Ratio Rank: 6767
Calmar Ratio Rank
GBIAX Martin Ratio Rank: 4242
Martin Ratio Rank

MUIFX
MUIFX Risk / Return Rank: 2424
Overall Rank
MUIFX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
MUIFX Sortino Ratio Rank: 2323
Sortino Ratio Rank
MUIFX Omega Ratio Rank: 2525
Omega Ratio Rank
MUIFX Calmar Ratio Rank: 2323
Calmar Ratio Rank
MUIFX Martin Ratio Rank: 2727
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.

GBIAX vs. MUIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nationwide Bond Index Fund (GBIAX) and Nationwide Fund (MUIFX). 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.


GBIAXMUIFXDifference

Sharpe ratio

Return per unit of total volatility

0.83

0.58

+0.25

Sortino ratio

Return per unit of downside risk

1.19

0.95

+0.24

Omega ratio

Gain probability vs. loss probability

1.15

1.14

0.00

Calmar ratio

Return relative to maximum drawdown

1.56

0.70

+0.85

Martin ratio

Return relative to average drawdown

4.33

2.95

+1.39

GBIAX vs. MUIFX - Sharpe Ratio Comparison

The current GBIAX Sharpe Ratio is 0.83, which is higher than the MUIFX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of GBIAX and MUIFX, 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


GBIAXMUIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

0.58

+0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.09

0.52

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.69

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.52

+0.21

Correlation

The correlation between GBIAX and MUIFX is -0.17. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

GBIAX vs. MUIFX - Dividend Comparison

GBIAX's dividend yield for the trailing twelve months is around 2.97%, less than MUIFX's 28.91% yield.


TTM20252024202320222021202020192018201720162015
GBIAX
Nationwide Bond Index Fund
2.97%3.18%3.07%2.57%1.59%3.02%1.79%2.27%2.29%1.93%2.15%2.43%
MUIFX
Nationwide Fund
28.91%26.23%11.10%3.28%4.19%14.53%3.15%2.94%27.39%9.55%4.40%3.85%

Drawdowns

GBIAX vs. MUIFX - Drawdown Comparison

The maximum GBIAX drawdown since its inception was -20.26%, smaller than the maximum MUIFX drawdown of -58.31%. Use the drawdown chart below to compare losses from any high point for GBIAX and MUIFX.


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Drawdown Indicators


GBIAXMUIFXDifference

Max Drawdown

Largest peak-to-trough decline

-20.26%

-58.31%

+38.05%

Max Drawdown (1Y)

Largest decline over 1 year

-2.73%

-11.68%

+8.95%

Max Drawdown (5Y)

Largest decline over 5 years

-19.07%

-25.44%

+6.37%

Max Drawdown (10Y)

Largest decline over 10 years

-20.26%

-34.37%

+14.11%

Current Drawdown

Current decline from peak

-6.97%

-10.27%

+3.30%

Average Drawdown

Average peak-to-trough decline

-3.02%

-9.22%

+6.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.98%

2.78%

-1.80%

Volatility

GBIAX vs. MUIFX - Volatility Comparison

The current volatility for Nationwide Bond Index Fund (GBIAX) is 1.57%, while Nationwide Fund (MUIFX) has a volatility of 4.45%. This indicates that GBIAX experiences smaller price fluctuations and is considered to be less risky than MUIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GBIAXMUIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.57%

4.45%

-2.88%

Volatility (6M)

Calculated over the trailing 6-month period

2.63%

8.85%

-6.22%

Volatility (1Y)

Calculated over the trailing 1-year period

4.37%

17.82%

-13.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.98%

17.36%

-11.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.94%

18.26%

-13.32%