NWCIX vs. NWHVX
NWCIX (Nationwide BNY Mellon Core Plus Bond ESG Fund) and NWHVX (Nationwide Geneva Mid Cap Growth Fund) are both mutual funds - NWCIX is a Intermediate Core-Plus Bond fund managed by Nationwide, while NWHVX is a Mid Cap Growth Equities fund managed by Nationwide. Over the past 10 years, NWCIX returned 1.93%/yr vs 8.80%/yr for NWHVX. Their 0.04 correlation means their historical movements had little consistent relationship. NWCIX charges 0.46%/yr vs 1.07%/yr for NWHVX.
Performance
NWCIX vs. NWHVX - Performance Comparison
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Returns By Period
In the year-to-date period, NWCIX achieves a -0.17% return, which is significantly higher than NWHVX's -1.87% return. Over the past 10 years, NWCIX has underperformed NWHVX with an annualized return of 1.93%, while NWHVX has yielded a comparatively higher 8.80% annualized return.
NWCIX
- 1D
- 0.00%
- 1M
- -0.99%
- 6M
- -0.60%
- YTD
- -0.17%
- 1Y
- 2.70%
- 3Y*
- 4.31%
- 5Y*
- -0.07%
- 10Y*
- 1.93%
- ALL TIME*
- 2.21%
NWHVX
- 1D
- -0.57%
- 1M
- -0.57%
- 6M
- -1.59%
- YTD
- -1.87%
- 1Y
- -6.19%
- 3Y*
- 4.21%
- 5Y*
- -0.12%
- 10Y*
- 8.80%
- ALL TIME*
- 8.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NWCIX vs. NWHVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWCIX Nationwide BNY Mellon Core Plus Bond ESG Fund | -0.17% | 9.64% | -0.35% | 6.92% | -13.87% | -0.44% | 8.64% | 9.77% | -0.98% | 3.93% |
NWHVX Nationwide Geneva Mid Cap Growth Fund | -1.87% | -2.38% | 9.89% | 23.84% | -28.32% | 25.03% | 31.17% | 29.96% | -2.97% | 23.11% |
Correlation
The correlation between NWCIX and NWHVX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.11 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2013 | 0.04 |
Over the past year, NWCIX and NWHVX have become more correlated (0.42) than their long-term average of 0.04, meaning their price movements have been converging.
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Return for Risk
NWCIX vs. NWHVX — Risk / Return Rank
NWCIX
NWHVX
NWCIX vs. NWHVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide BNY Mellon Core Plus Bond ESG Fund (NWCIX) and Nationwide Geneva Mid Cap Growth Fund (NWHVX). 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.
| NWCIX | NWHVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.54 | ||
| Sortino ratioReturn per unit of downside risk | +2.16 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.92 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | -0.49 | +1.79 |
| Martin ratioReturn relative to average drawdown | 3.31 | -1.02 | +4.34 |
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Drawdowns
NWCIX vs. NWHVX - Drawdown Comparison
The maximum NWCIX drawdown since its inception was -18.98%, smaller than the maximum NWHVX drawdown of -37.12%. Use the drawdown chart below to compare losses from any high point for NWCIX and NWHVX.
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Drawdown Indicators
| NWCIX | NWHVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.98% | -37.12% | +18.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.68% | -17.02% | +14.34% |
Max Drawdown (3Y)Largest decline over 3 years | -7.34% | -19.80% | +12.46% |
Max Drawdown (5Y)Largest decline over 5 years | -18.90% | -37.12% | +18.22% |
Max Drawdown (10Y)Largest decline over 10 years | -18.98% | -37.12% | +18.14% |
Current DrawdownCurrent decline from peak | -1.98% | -11.17% | +9.19% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -7.88% | +4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 8.32% | -7.27% |
Volatility
NWCIX vs. NWHVX - Volatility Comparison
The current volatility for Nationwide BNY Mellon Core Plus Bond ESG Fund (NWCIX) is 0.93%, while Nationwide Geneva Mid Cap Growth Fund (NWHVX) has a volatility of 4.12%. This indicates that NWCIX experiences smaller price fluctuations and is considered to be less risky than NWHVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWCIX | NWHVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.93% | 4.12% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.75% | 12.01% | -9.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.54% | 15.13% | -11.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 19.97% | -13.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.85% | 19.66% | -14.81% |
NWCIX vs. NWHVX - Expense Ratio Comparison
NWCIX has a 0.46% expense ratio, which is lower than NWHVX's 1.07% expense ratio.
Dividends
NWCIX vs. NWHVX - Dividend Comparison
NWCIX's dividend yield for the trailing twelve months is around 5.22%, less than NWHVX's 8.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWCIX Nationwide BNY Mellon Core Plus Bond ESG Fund | 5.22% | 3.20% | 4.29% | 3.57% | 2.39% | 2.98% | 4.49% | 3.11% | 3.45% | 3.16% | 3.47% | 3.14% |
NWHVX Nationwide Geneva Mid Cap Growth Fund | 8.11% | 7.96% | 11.93% | 16.14% | 36.45% | 34.64% | 6.16% | 18.85% | 38.53% | 11.37% | 8.97% | 13.54% |
Frequently Asked Questions
NWCIX and NWHVX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWHVX has higher volatility (4.12%) compared to NWCIX (0.93%). In terms of maximum drawdown, NWCIX dropped -18.98% vs NWHVX's -37.12%.
NWCIX currently has the higher Sharpe Ratio (0.99 vs -0.55), 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.
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