NADCX vs. GRISX
Compare and contrast key facts about Nationwide Investor Destinations Moderately Conservative Fund (NADCX) and Nationwide S&P 500 Index Fund (GRISX).
NADCX is managed by Nationwide. It was launched on Mar 29, 2000. 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.
Performance
NADCX vs. GRISX - Performance Comparison
Loading graphics...
NADCX vs. GRISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, NADCX achieves a -0.62% return, which is significantly higher than GRISX's -4.41% return. Over the past 10 years, NADCX has underperformed GRISX with an annualized return of 4.90%, while GRISX has yielded a comparatively higher 13.69% annualized return.
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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NADCX vs. GRISX - Expense Ratio Comparison
NADCX has a 0.50% expense ratio, which is higher than GRISX's 0.44% expense ratio.
Return for Risk
NADCX vs. GRISX — Risk / Return Rank
NADCX
GRISX
NADCX vs. GRISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Investor Destinations Moderately Conservative Fund (NADCX) and Nationwide S&P 500 Index Fund (GRISX). 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.
| NADCX | GRISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.96 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.47 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.49 | +0.43 |
Martin ratioReturn relative to average drawdown | 7.47 | 7.12 | +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. | |||
Loading graphics...
Sharpe Ratios by Period
| NADCX | GRISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.96 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.67 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.76 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.40 | +0.15 |
Correlation
The correlation between NADCX and GRISX 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
NADCX vs. GRISX - Dividend Comparison
NADCX's dividend yield for the trailing twelve months is around 4.83%, less than GRISX's 5.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
NADCX vs. GRISX - Drawdown Comparison
The maximum NADCX drawdown since its inception was -24.64%, smaller than the maximum GRISX drawdown of -55.53%. Use the drawdown chart below to compare losses from any high point for NADCX and GRISX.
Loading graphics...
Drawdown Indicators
| NADCX | GRISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.64% | -55.53% | +30.89% |
Max Drawdown (1Y)Largest decline over 1 year | -5.21% | -12.11% | +6.90% |
Max Drawdown (5Y)Largest decline over 5 years | -20.23% | -24.75% | +4.52% |
Max Drawdown (10Y)Largest decline over 10 years | -20.23% | -33.85% | +13.62% |
Current DrawdownCurrent decline from peak | -3.74% | -6.27% | +2.53% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -10.92% | +7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 2.53% | -1.19% |
Volatility
NADCX vs. GRISX - Volatility Comparison
The current volatility for Nationwide Investor Destinations Moderately Conservative Fund (NADCX) is 3.38%, while Nationwide S&P 500 Index Fund (GRISX) has a volatility of 5.34%. This indicates that NADCX experiences smaller price fluctuations and is considered to be less risky than GRISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NADCX | GRISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 5.34% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 4.77% | 9.54% | -4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.48% | 18.31% | -10.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.89% | 16.95% | -9.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.83% | 18.06% | -10.23% |