NWGSX vs. GRISX
Compare and contrast key facts about Nationwide WCM Focused Small Cap Fund (NWGSX) and Nationwide S&P 500 Index Fund (GRISX).
NWGSX is managed by Nationwide. It was launched on Mar 1, 2007. 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
NWGSX vs. GRISX - Performance Comparison
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NWGSX vs. GRISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWGSX Nationwide WCM Focused Small Cap Fund | -8.12% | -5.72% | 3.23% | 26.14% | -14.72% | 19.18% | 1.19% | 28.90% | -8.64% | 13.95% |
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, NWGSX achieves a -8.12% return, which is significantly lower than GRISX's -4.41% return. Over the past 10 years, NWGSX has underperformed GRISX with an annualized return of 6.86%, while GRISX has yielded a comparatively higher 13.69% annualized return.
NWGSX
- 1D
- 3.40%
- 1M
- -9.26%
- YTD
- -8.12%
- 6M
- -7.96%
- 1Y
- -3.88%
- 3Y*
- 1.21%
- 5Y*
- 0.21%
- 10Y*
- 6.86%
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%
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NWGSX vs. GRISX - Expense Ratio Comparison
NWGSX has a 0.89% expense ratio, which is higher than GRISX's 0.44% expense ratio.
Return for Risk
NWGSX vs. GRISX — Risk / Return Rank
NWGSX
GRISX
NWGSX vs. GRISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide WCM Focused Small Cap Fund (NWGSX) 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.
| NWGSX | GRISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | 0.96 | -1.13 |
Sortino ratioReturn per unit of downside risk | -0.10 | 1.47 | -1.56 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.22 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 1.49 | -1.68 |
Martin ratioReturn relative to average drawdown | -0.58 | 7.12 | -7.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NWGSX | GRISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | 0.96 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.67 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.76 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.40 | -0.09 |
Correlation
The correlation between NWGSX and GRISX is 0.78, 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
NWGSX vs. GRISX - Dividend Comparison
NWGSX's dividend yield for the trailing twelve months is around 27.94%, more than GRISX's 5.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWGSX Nationwide WCM Focused Small Cap Fund | 27.94% | 25.67% | 4.86% | 3.16% | 2.09% | 2.19% | 0.00% | 4.35% | 64.46% | 8.48% | 0.13% | 3.32% |
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
NWGSX vs. GRISX - Drawdown Comparison
The maximum NWGSX drawdown since its inception was -46.36%, smaller than the maximum GRISX drawdown of -55.53%. Use the drawdown chart below to compare losses from any high point for NWGSX and GRISX.
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Drawdown Indicators
| NWGSX | GRISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.36% | -55.53% | +9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -12.11% | -4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -26.66% | -24.75% | -1.91% |
Max Drawdown (10Y)Largest decline over 10 years | -46.36% | -33.85% | -12.51% |
Current DrawdownCurrent decline from peak | -21.24% | -6.27% | -14.97% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -10.92% | +3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.28% | 2.53% | +2.75% |
Volatility
NWGSX vs. GRISX - Volatility Comparison
Nationwide WCM Focused Small Cap Fund (NWGSX) has a higher volatility of 7.52% compared to Nationwide S&P 500 Index Fund (GRISX) at 5.34%. This indicates that NWGSX's price experiences larger fluctuations and is considered to be riskier than GRISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWGSX | GRISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.52% | 5.34% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 9.54% | +4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.87% | 18.31% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.11% | 16.95% | +3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 18.06% | +4.04% |