GRISX vs. NWXHX
Compare and contrast key facts about Nationwide S&P 500 Index Fund (GRISX) and Nationwide Amundi Strategic Income Fund (NWXHX).
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. NWXHX is managed by Nationwide. It was launched on Nov 1, 2015.
Performance
GRISX vs. NWXHX - Performance Comparison
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GRISX vs. NWXHX - 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% |
NWXHX Nationwide Amundi Strategic Income Fund | 0.76% | 7.36% | 9.76% | 9.39% | 3.56% | 4.86% | 3.48% | 10.18% | -0.11% | 11.16% |
Returns By Period
In the year-to-date period, GRISX achieves a -4.41% return, which is significantly lower than NWXHX's 0.76% return. Over the past 10 years, GRISX has outperformed NWXHX with an annualized return of 13.69%, while NWXHX has yielded a comparatively lower 6.99% 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%
NWXHX
- 1D
- 0.00%
- 1M
- -0.21%
- YTD
- 0.76%
- 6M
- 2.00%
- 1Y
- 6.79%
- 3Y*
- 8.51%
- 5Y*
- 6.51%
- 10Y*
- 6.99%
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GRISX vs. NWXHX - Expense Ratio Comparison
GRISX has a 0.44% expense ratio, which is lower than NWXHX's 0.61% expense ratio.
Return for Risk
GRISX vs. NWXHX — Risk / Return Rank
GRISX
NWXHX
GRISX vs. NWXHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide S&P 500 Index Fund (GRISX) and Nationwide Amundi Strategic Income Fund (NWXHX). 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 | NWXHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 4.08 | -3.12 |
Sortino ratioReturn per unit of downside risk | 1.47 | 5.70 | -4.24 |
Omega ratioGain probability vs. loss probability | 1.22 | 2.29 | -1.07 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 4.69 | -3.20 |
Martin ratioReturn relative to average drawdown | 7.12 | 27.35 | -20.22 |
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 | NWXHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 4.08 | -3.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 1.77 | -1.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 1.58 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 1.58 | -1.17 |
Correlation
The correlation between GRISX and NWXHX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
GRISX vs. NWXHX - Dividend Comparison
GRISX's dividend yield for the trailing twelve months is around 5.35%, more than NWXHX's 5.09% 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% |
NWXHX Nationwide Amundi Strategic Income Fund | 5.09% | 5.19% | 5.09% | 4.57% | 16.34% | 4.20% | 4.92% | 3.94% | 4.59% | 8.67% | 7.55% | 0.00% |
Drawdowns
GRISX vs. NWXHX - Drawdown Comparison
The maximum GRISX drawdown since its inception was -55.53%, which is greater than NWXHX's maximum drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for GRISX and NWXHX.
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Drawdown Indicators
| GRISX | NWXHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.53% | -22.96% | -32.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -1.30% | -10.81% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -5.52% | -19.23% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -22.96% | -10.89% |
Current DrawdownCurrent decline from peak | -6.27% | -0.41% | -5.86% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -1.06% | -9.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.24% | +2.29% |
Volatility
GRISX vs. NWXHX - Volatility Comparison
Nationwide S&P 500 Index Fund (GRISX) has a higher volatility of 5.34% compared to Nationwide Amundi Strategic Income Fund (NWXHX) at 0.40%. This indicates that GRISX's price experiences larger fluctuations and is considered to be riskier than NWXHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GRISX | NWXHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 0.40% | +4.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 0.76% | +8.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 1.62% | +16.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 3.70% | +13.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 4.43% | +13.63% |