NWGSX vs. JHFIX
Compare and contrast key facts about Nationwide WCM Focused Small Cap Fund (NWGSX) and John Hancock Income Fund (JHFIX).
NWGSX is managed by Nationwide. It was launched on Mar 1, 2007. JHFIX is managed by John Hancock. It was launched on Aug 17, 1986.
Performance
NWGSX vs. JHFIX - Performance Comparison
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NWGSX vs. JHFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWGSX Nationwide WCM Focused Small Cap Fund | -11.14% | -5.72% | 3.23% | 26.14% | -14.72% | 19.18% | 1.19% | 28.90% | -8.64% | 13.95% |
JHFIX John Hancock Income Fund | -0.99% | 6.83% | 2.11% | 6.14% | -10.83% | -0.45% | 7.25% | 10.34% | -2.99% | 4.01% |
Returns By Period
In the year-to-date period, NWGSX achieves a -11.14% return, which is significantly lower than JHFIX's -0.99% return. Over the past 10 years, NWGSX has outperformed JHFIX with an annualized return of 6.51%, while JHFIX has yielded a comparatively lower 2.06% annualized return.
NWGSX
- 1D
- -2.14%
- 1M
- -11.98%
- YTD
- -11.14%
- 6M
- -11.14%
- 1Y
- -6.87%
- 3Y*
- 0.09%
- 5Y*
- -0.08%
- 10Y*
- 6.51%
JHFIX
- 1D
- 0.17%
- 1M
- -2.98%
- YTD
- -0.99%
- 6M
- -0.27%
- 1Y
- 4.31%
- 3Y*
- 3.59%
- 5Y*
- 0.68%
- 10Y*
- 2.06%
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NWGSX vs. JHFIX - Expense Ratio Comparison
NWGSX has a 0.89% expense ratio, which is higher than JHFIX's 0.80% expense ratio.
Return for Risk
NWGSX vs. JHFIX — Risk / Return Rank
NWGSX
JHFIX
NWGSX vs. JHFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide WCM Focused Small Cap Fund (NWGSX) and John Hancock Income Fund (JHFIX). 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 | JHFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.29 | 1.54 | -1.83 |
Sortino ratioReturn per unit of downside risk | -0.29 | 2.20 | -2.49 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.32 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.61 | -2.11 |
Martin ratioReturn relative to average drawdown | -1.57 | 6.85 | -8.42 |
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 | JHFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | 1.54 | -1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.16 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.51 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 1.19 | -0.89 |
Correlation
The correlation between NWGSX and JHFIX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NWGSX vs. JHFIX - Dividend Comparison
NWGSX's dividend yield for the trailing twelve months is around 28.89%, more than JHFIX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWGSX Nationwide WCM Focused Small Cap Fund | 28.89% | 25.67% | 4.86% | 3.16% | 2.09% | 2.19% | 0.00% | 4.35% | 64.46% | 8.48% | 0.13% | 3.32% |
JHFIX John Hancock Income Fund | 3.93% | 4.19% | 3.29% | 2.46% | 2.86% | 3.03% | 2.37% | 2.76% | 3.29% | 3.00% | 2.89% | 3.46% |
Drawdowns
NWGSX vs. JHFIX - Drawdown Comparison
The maximum NWGSX drawdown since its inception was -46.36%, which is greater than JHFIX's maximum drawdown of -29.41%. Use the drawdown chart below to compare losses from any high point for NWGSX and JHFIX.
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Drawdown Indicators
| NWGSX | JHFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.36% | -29.41% | -16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -3.14% | -13.17% |
Max Drawdown (5Y)Largest decline over 5 years | -26.66% | -15.46% | -11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -46.36% | -15.46% | -30.90% |
Current DrawdownCurrent decline from peak | -23.83% | -2.98% | -20.85% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -3.18% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.21% | 0.74% | +4.47% |
Volatility
NWGSX vs. JHFIX - Volatility Comparison
Nationwide WCM Focused Small Cap Fund (NWGSX) has a higher volatility of 6.44% compared to John Hancock Income Fund (JHFIX) at 1.20%. This indicates that NWGSX's price experiences larger fluctuations and is considered to be riskier than JHFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWGSX | JHFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 1.20% | +5.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 1.91% | +11.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 3.19% | +18.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.05% | 4.34% | +15.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.07% | 4.03% | +18.04% |