NWHVX vs. NWISX
Compare and contrast key facts about Nationwide Geneva Mid Cap Growth Fund (NWHVX) and Nationwide Destination 2030 Fund (NWISX).
NWHVX is managed by Nationwide. It was launched on Jan 4, 1999. NWISX is managed by Nationwide. It was launched on Aug 28, 2007.
Performance
NWHVX vs. NWISX - Performance Comparison
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NWHVX vs. NWISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | -9.25% | -2.38% | 9.89% | 23.84% | -28.32% | 25.03% | 31.17% | 29.96% | -2.97% | 23.11% |
NWISX Nationwide Destination 2030 Fund | -1.41% | 14.63% | 8.73% | 15.11% | -16.85% | 11.16% | 12.13% | 17.47% | -7.35% | 14.17% |
Returns By Period
In the year-to-date period, NWHVX achieves a -9.25% return, which is significantly lower than NWISX's -1.41% return. Over the past 10 years, NWHVX has outperformed NWISX with an annualized return of 8.39%, while NWISX has yielded a comparatively lower 6.93% annualized return.
NWHVX
- 1D
- 2.43%
- 1M
- -8.74%
- YTD
- -9.25%
- 6M
- -12.74%
- 1Y
- -9.82%
- 3Y*
- 3.69%
- 5Y*
- 0.77%
- 10Y*
- 8.39%
NWISX
- 1D
- 1.60%
- 1M
- -3.71%
- YTD
- -1.41%
- 6M
- 0.57%
- 1Y
- 12.07%
- 3Y*
- 10.35%
- 5Y*
- 4.77%
- 10Y*
- 6.93%
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NWHVX vs. NWISX - Expense Ratio Comparison
NWHVX has a 1.07% expense ratio, which is higher than NWISX's 0.38% expense ratio.
Return for Risk
NWHVX vs. NWISX — Risk / Return Rank
NWHVX
NWISX
NWHVX vs. NWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Mid Cap Growth Fund (NWHVX) and Nationwide Destination 2030 Fund (NWISX). 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.
| NWHVX | NWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.52 | 1.34 | -1.86 |
Sortino ratioReturn per unit of downside risk | -0.66 | 1.91 | -2.57 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.27 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.51 | 1.84 | -2.35 |
Martin ratioReturn relative to average drawdown | -1.46 | 7.94 | -9.40 |
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
| NWHVX | NWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.52 | 1.34 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.42 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.59 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.36 | +0.06 |
Correlation
The correlation between NWHVX and NWISX is 0.86, 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
NWHVX vs. NWISX - Dividend Comparison
NWHVX's dividend yield for the trailing twelve months is around 8.77%, more than NWISX's 7.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | 8.77% | 7.96% | 11.93% | 16.14% | 36.45% | 34.64% | 6.16% | 18.85% | 38.53% | 11.37% | 8.97% | 13.54% |
NWISX Nationwide Destination 2030 Fund | 7.66% | 7.48% | 13.04% | 7.29% | 3.01% | 9.66% | 5.40% | 6.21% | 11.67% | 7.96% | 7.01% | 5.09% |
Drawdowns
NWHVX vs. NWISX - Drawdown Comparison
The maximum NWHVX drawdown since its inception was -37.12%, smaller than the maximum NWISX drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for NWHVX and NWISX.
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Drawdown Indicators
| NWHVX | NWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.12% | -49.97% | +12.85% |
Max Drawdown (1Y)Largest decline over 1 year | -17.82% | -6.79% | -11.03% |
Max Drawdown (5Y)Largest decline over 5 years | -37.12% | -28.31% | -8.81% |
Max Drawdown (10Y)Largest decline over 10 years | -37.12% | -28.31% | -8.81% |
Current DrawdownCurrent decline from peak | -17.86% | -4.38% | -13.48% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -8.00% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.21% | 1.57% | +4.64% |
Volatility
NWHVX vs. NWISX - Volatility Comparison
Nationwide Geneva Mid Cap Growth Fund (NWHVX) has a higher volatility of 5.44% compared to Nationwide Destination 2030 Fund (NWISX) at 3.76%. This indicates that NWHVX's price experiences larger fluctuations and is considered to be riskier than NWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWHVX | NWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 3.76% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.19% | 5.61% | +5.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 9.28% | +9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 11.39% | +8.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 11.89% | +7.76% |