JAMFX vs. NWJCX
JAMFX (Jacob Internet Fund) and NWJCX (Nationwide NYSE Arca Tech 100 Index Fund) are both Technology Equities funds. Over the past 10 years, JAMFX returned 8.15%/yr vs 18.50%/yr for NWJCX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. JAMFX charges 2.02%/yr vs 0.65%/yr for NWJCX.
Performance
JAMFX vs. NWJCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JAMFX achieves a -18.22% return, which is significantly lower than NWJCX's 20.98% return. Over the past 10 years, JAMFX has underperformed NWJCX with an annualized return of 8.15%, while NWJCX has yielded a comparatively higher 18.50% annualized return.
JAMFX
- 1D
- 1.14%
- 1M
- -6.48%
- 6M
- -8.72%
- YTD
- -18.22%
- 1Y
- -16.50%
- 3Y*
- 4.38%
- 5Y*
- -11.21%
- 10Y*
- 8.15%
- ALL TIME*
- 0.79%
NWJCX
- 1D
- 3.70%
- 1M
- -2.18%
- 6M
- 14.37%
- YTD
- 20.98%
- 1Y
- 35.40%
- 3Y*
- 25.29%
- 5Y*
- 15.00%
- 10Y*
- 18.50%
- ALL TIME*
- 16.66%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
JAMFX Jacob Internet Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
JAMFX vs. NWJCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAMFX Jacob Internet Fund | -18.22% | 13.17% | 14.31% | 34.64% | -59.54% | 12.88% | 122.48% | 21.70% | 1.98% | 24.07% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 20.98% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
Correlation
The correlation between JAMFX and NWJCX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2013 | 0.74 |
The correlation between JAMFX and NWJCX shifts across timeframes, from 0.60 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JAMFX vs. NWJCX — Risk / Return Rank
JAMFX
NWJCX
JAMFX vs. NWJCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Internet Fund (JAMFX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JAMFX | NWJCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.17 | ||
| Sortino ratioReturn per unit of downside risk | -2.86 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.26 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 3.20 | -3.71 |
| Martin ratioReturn relative to average drawdown | -0.86 | 10.22 | -11.08 |
Loading charts...
Drawdowns
JAMFX vs. NWJCX - Drawdown Comparison
The maximum JAMFX drawdown since its inception was -96.46%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for JAMFX and NWJCX.
Loading charts...
Drawdown Indicators
| JAMFX | NWJCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.46% | -31.31% | -65.15% |
Max Drawdown (1Y)Largest decline over 1 year | -40.83% | -10.18% | -30.65% |
Max Drawdown (3Y)Largest decline over 3 years | -40.83% | -21.21% | -19.62% |
Max Drawdown (5Y)Largest decline over 5 years | -70.01% | -31.31% | -38.70% |
Max Drawdown (10Y)Largest decline over 10 years | -70.50% | -31.31% | -39.19% |
Current DrawdownCurrent decline from peak | -54.42% | -6.43% | -47.99% |
Average DrawdownAverage peak-to-trough decline | -63.93% | -5.10% | -58.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.10% | 3.19% | +20.91% |
Volatility
JAMFX vs. NWJCX - Volatility Comparison
Jacob Internet Fund (JAMFX) has a higher volatility of 7.75% compared to Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) at 7.24%. This indicates that JAMFX's price experiences larger fluctuations and is considered to be riskier than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JAMFX | NWJCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 7.24% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 25.60% | 18.10% | +7.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.11% | 21.45% | +10.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.98% | 22.14% | +15.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.44% | 21.71% | +11.73% |
JAMFX vs. NWJCX - Expense Ratio Comparison
JAMFX has a 2.02% expense ratio, which is higher than NWJCX's 0.65% expense ratio.
Dividends
JAMFX vs. NWJCX - Dividend Comparison
JAMFX's dividend yield for the trailing twelve months is around 3.01%, less than NWJCX's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAMFX Jacob Internet Fund | 3.01% | 2.46% | 0.00% | 0.00% | 0.00% | 3.07% | 13.77% | 12.76% | 8.77% | 12.56% | 4.94% | 12.97% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 3.55% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
Frequently Asked Questions
JAMFX and NWJCX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JAMFX has higher volatility (7.75%) compared to NWJCX (7.24%). In terms of maximum drawdown, JAMFX dropped -96.46% vs NWJCX's -31.31%.
NWJCX currently has the higher Sharpe Ratio (1.52 vs -0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for JAMFX and NWJCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer