NWHVX vs. NWAUX
NWHVX (Nationwide Geneva Mid Cap Growth Fund) and NWAUX (Nationwide GQG US Quality Equity Fund) are both mutual funds - NWHVX is a Mid Cap Growth Equities fund managed by Nationwide, while NWAUX is a Quality Factor fund managed by Nationwide. Over the past 5 years, NWHVX returned -0.05%/yr vs 9.18%/yr for NWAUX. Their 0.55 correlation means they have sometimes moved together and sometimes differently. NWHVX charges 1.07%/yr vs 0.74%/yr for NWAUX.
Performance
NWHVX vs. NWAUX - Performance Comparison
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Returns By Period
In the year-to-date period, NWHVX achieves a -1.49% return, which is significantly lower than NWAUX's 6.48% return.
NWHVX
- 1D
- 0.38%
- 1M
- -0.19%
- 6M
- -1.31%
- YTD
- -1.49%
- 1Y
- -5.83%
- 3Y*
- 4.42%
- 5Y*
- -0.05%
- 10Y*
- 8.94%
- ALL TIME*
- 8.34%
NWAUX
- 1D
- 0.91%
- 1M
- 1.19%
- 6M
- 2.96%
- YTD
- 6.48%
- 1Y
- 7.04%
- 3Y*
- 11.36%
- 5Y*
- 9.18%
- 10Y*
- —
- ALL TIME*
- 11.72%
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 |
NWHVX vs. NWAUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | -1.49% | -2.38% | 9.89% | 23.84% | -28.32% | 28.28% |
NWAUX Nationwide GQG US Quality Equity Fund | 6.48% | -4.92% | 27.90% | 18.30% | -3.23% | 22.65% |
Correlation
The correlation between NWHVX and NWAUX is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.55 |
The correlation between NWHVX and NWAUX shifts across timeframes, from -0.00 (1 year) to 0.55 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NWHVX vs. NWAUX — Risk / Return Rank
NWHVX
NWAUX
NWHVX vs. NWAUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Mid Cap Growth Fund (NWHVX) and Nationwide GQG US Quality Equity Fund (NWAUX). 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.
| NWHVX | NWAUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.11 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.41 | 0.78 | -1.19 |
| Martin ratioReturn relative to average drawdown | -0.85 | 1.77 | -2.62 |
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Drawdowns
NWHVX vs. NWAUX - Drawdown Comparison
The maximum NWHVX drawdown since its inception was -37.12%, which is greater than NWAUX's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for NWHVX and NWAUX.
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Drawdown Indicators
| NWHVX | NWAUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.12% | -21.07% | -16.05% |
Max Drawdown (1Y)Largest decline over 1 year | -17.02% | -8.55% | -8.47% |
Max Drawdown (3Y)Largest decline over 3 years | -19.80% | -19.31% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -37.12% | -21.07% | -16.05% |
Max Drawdown (10Y)Largest decline over 10 years | -37.12% | — | — |
Current DrawdownCurrent decline from peak | -10.84% | -9.76% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -7.04% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.14% | 3.78% | +4.36% |
Volatility
NWHVX vs. NWAUX - Volatility Comparison
Nationwide Geneva Mid Cap Growth Fund (NWHVX) has a higher volatility of 4.10% compared to Nationwide GQG US Quality Equity Fund (NWAUX) at 2.80%. This indicates that NWHVX's price experiences larger fluctuations and is considered to be riskier than NWAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWHVX | NWAUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 2.80% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.92% | 8.34% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 10.60% | +4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 16.11% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.66% | 15.83% | +3.83% |
NWHVX vs. NWAUX - Expense Ratio Comparison
NWHVX has a 1.07% expense ratio, which is higher than NWAUX's 0.74% expense ratio.
Dividends
NWHVX vs. NWAUX - Dividend Comparison
NWHVX's dividend yield for the trailing twelve months is around 8.08%, more than NWAUX's 4.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWAUX Nationwide GQG US Quality Equity Fund | 4.89% | 4.35% | 13.58% | 0.40% | 1.93% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NWHVX Nationwide Geneva Mid Cap Growth Fund | 8.08% | 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
NWHVX and NWAUX have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWHVX has higher volatility (4.10%) compared to NWAUX (2.80%). In terms of maximum drawdown, NWHVX dropped -37.12% vs NWAUX's -21.07%.
NWAUX currently has the higher Sharpe Ratio (0.63 vs -0.46), 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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