GRISX vs. NADCX
Compare and contrast key facts about Nationwide S&P 500 Index Fund (GRISX) and Nationwide Investor Destinations Moderately Conservative Fund (NADCX).
GRISX is a passively managed fund by Nationwide that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 1998. NADCX is managed by Nationwide. It was launched on Mar 29, 2000.
Performance
GRISX vs. NADCX - Performance Comparison
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GRISX vs. NADCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GRISX Nationwide S&P 500 Index Fund | -4.41% | 17.41% | 24.13% | 25.55% | -18.49% | 28.32% | 17.92% | 30.94% | -3.84% | 21.35% |
NADCX Nationwide Investor Destinations Moderately Conservative Fund | -0.62% | 10.98% | 6.76% | 11.80% | -14.20% | 7.63% | 9.77% | 12.53% | -4.34% | 8.37% |
Returns By Period
In the year-to-date period, GRISX achieves a -4.41% return, which is significantly lower than NADCX's -0.62% return. Over the past 10 years, GRISX has outperformed NADCX with an annualized return of 13.69%, while NADCX has yielded a comparatively lower 4.90% annualized return.
GRISX
- 1D
- 2.95%
- 1M
- -5.03%
- YTD
- -4.41%
- 6M
- -2.28%
- 1Y
- 16.97%
- 3Y*
- 17.65%
- 5Y*
- 11.26%
- 10Y*
- 13.69%
NADCX
- 1D
- 1.45%
- 1M
- -3.17%
- YTD
- -0.62%
- 6M
- 1.16%
- 1Y
- 9.29%
- 3Y*
- 8.08%
- 5Y*
- 3.61%
- 10Y*
- 4.90%
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GRISX vs. NADCX - Expense Ratio Comparison
GRISX has a 0.44% expense ratio, which is lower than NADCX's 0.50% expense ratio.
Return for Risk
GRISX vs. NADCX — Risk / Return Rank
GRISX
NADCX
GRISX vs. NADCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide S&P 500 Index Fund (GRISX) and Nationwide Investor Destinations Moderately Conservative Fund (NADCX). 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.
| GRISX | NADCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.29 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.85 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.92 | -0.43 |
Martin ratioReturn relative to average drawdown | 7.12 | 7.47 | -0.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GRISX | NADCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.29 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.46 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.63 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.56 | -0.15 |
Correlation
The correlation between GRISX and NADCX is 0.91, 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
GRISX vs. NADCX - Dividend Comparison
GRISX's dividend yield for the trailing twelve months is around 5.35%, more than NADCX's 4.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRISX Nationwide S&P 500 Index Fund | 5.35% | 5.08% | 2.62% | 0.79% | 1.67% | 4.96% | 1.27% | 6.26% | 18.54% | 6.66% | 7.42% | 11.98% |
NADCX Nationwide Investor Destinations Moderately Conservative Fund | 4.83% | 4.76% | 9.54% | 4.85% | 2.89% | 3.22% | 4.17% | 3.27% | 8.13% | 4.95% | 4.58% | 4.39% |
Drawdowns
GRISX vs. NADCX - Drawdown Comparison
The maximum GRISX drawdown since its inception was -55.53%, which is greater than NADCX's maximum drawdown of -24.64%. Use the drawdown chart below to compare losses from any high point for GRISX and NADCX.
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Drawdown Indicators
| GRISX | NADCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.53% | -24.64% | -30.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -5.21% | -6.90% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -20.23% | -4.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -20.23% | -13.62% |
Current DrawdownCurrent decline from peak | -6.27% | -3.74% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -3.36% | -7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.34% | +1.19% |
Volatility
GRISX vs. NADCX - Volatility Comparison
Nationwide S&P 500 Index Fund (GRISX) has a higher volatility of 5.34% compared to Nationwide Investor Destinations Moderately Conservative Fund (NADCX) at 3.38%. This indicates that GRISX's price experiences larger fluctuations and is considered to be riskier than NADCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GRISX | NADCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 3.38% | +1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 4.77% | +4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 7.48% | +10.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 7.89% | +9.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 7.83% | +10.23% |