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MUIFX vs. GBIAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MUIFX vs. GBIAX - Performance Comparison

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

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MUIFX vs. GBIAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MUIFX
Nationwide Fund
-8.65%14.21%21.61%25.72%-19.09%25.37%22.59%30.95%-6.06%19.79%
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%

Returns By Period

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


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%

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

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MUIFX vs. GBIAX - Expense Ratio Comparison

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


Return for Risk

MUIFX vs. GBIAX — Risk / Return Rank

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

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

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
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.

MUIFX vs. GBIAX - Risk-Adjusted Trends Comparison

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


MUIFXGBIAXDifference

Sharpe ratio

Return per unit of total volatility

0.58

0.83

-0.25

Sortino ratio

Return per unit of downside risk

0.95

1.19

-0.24

Omega ratio

Gain probability vs. loss probability

1.14

1.15

0.00

Calmar ratio

Return relative to maximum drawdown

0.70

1.56

-0.85

Martin ratio

Return relative to average drawdown

2.95

4.33

-1.39

MUIFX vs. GBIAX - Sharpe Ratio Comparison

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


MUIFXGBIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

0.83

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

-0.09

+0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.18

+0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.73

-0.21

Correlation

The correlation between MUIFX and GBIAX 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

MUIFX vs. GBIAX - Dividend Comparison

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


TTM20252024202320222021202020192018201720162015
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%
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%

Drawdowns

MUIFX vs. GBIAX - Drawdown Comparison

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


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Drawdown Indicators


MUIFXGBIAXDifference

Max Drawdown

Largest peak-to-trough decline

-58.31%

-20.26%

-38.05%

Max Drawdown (1Y)

Largest decline over 1 year

-11.68%

-2.73%

-8.95%

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

-19.07%

-6.37%

Max Drawdown (10Y)

Largest decline over 10 years

-34.37%

-20.26%

-14.11%

Current Drawdown

Current decline from peak

-10.27%

-6.97%

-3.30%

Average Drawdown

Average peak-to-trough decline

-9.22%

-3.02%

-6.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

0.98%

+1.80%

Volatility

MUIFX vs. GBIAX - Volatility Comparison

Nationwide Fund (MUIFX) has a higher volatility of 4.45% compared to Nationwide Bond Index Fund (GBIAX) at 1.57%. This indicates that MUIFX's price experiences larger fluctuations and is considered to be riskier than GBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MUIFXGBIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.45%

1.57%

+2.88%

Volatility (6M)

Calculated over the trailing 6-month period

8.85%

2.63%

+6.22%

Volatility (1Y)

Calculated over the trailing 1-year period

17.82%

4.37%

+13.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.36%

5.98%

+11.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.26%

4.94%

+13.32%