NWAUX vs. DREVX

In the year-to-date period, NWAUX achieves a -3.31% return, which is significantly lower than DREVX's 0.81% return.

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NWAUX has a 0.74% expense ratio, which is higher than DREVX's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nationwide GQG US Quality Equity Fund (NWAUX) and BNY Mellon Large Cap Securities Fund (DREVX). 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.

The current NWAUX Sharpe Ratio is -0.47, which is lower than the DREVX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of NWAUX and DREVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NWAUX's dividend yield for the trailing twelve months is around 14.04%, more than DREVX's 11.63% yield.

The maximum NWAUX drawdown since its inception was -25.28%, smaller than the maximum DREVX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for NWAUX and DREVX.

The current volatility for Nationwide GQG US Quality Equity Fund (NWAUX) is 4.17%, while BNY Mellon Large Cap Securities Fund (DREVX) has a volatility of 5.11%. This indicates that NWAUX experiences smaller price fluctuations and is considered to be less risky than DREVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.