NWHVX vs. NWJJX
NWHVX (Nationwide Geneva Mid Cap Growth Fund) and NWJJX (Nationwide Loomis Core Bond Fund) are both mutual funds - NWHVX is a Mid Cap Growth Equities fund managed by Nationwide, while NWJJX is a Intermediate Core Bond fund managed by Nationwide. Over the past 10 years, NWHVX returned 8.91%/yr vs 1.45%/yr for NWJJX. At a correlation of -0.01, they often move in opposite directions. NWHVX charges 1.07%/yr vs 0.73%/yr for NWJJX.
Performance
NWHVX vs. NWJJX - Performance Comparison
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Returns By Period
In the year-to-date period, NWHVX achieves a -1.21% return, which is significantly lower than NWJJX's 0.05% return. Over the past 10 years, NWHVX has outperformed NWJJX with an annualized return of 8.91%, while NWJJX has yielded a comparatively lower 1.45% annualized return.
NWHVX
- 1D
- 1.34%
- 1M
- 3.93%
- 6M
- -4.69%
- YTD
- -1.21%
- 1Y
- -6.41%
- 3Y*
- 4.17%
- 5Y*
- 0.77%
- 10Y*
- 8.91%
NWJJX
- 1D
- 0.00%
- 1M
- -0.08%
- 6M
- 0.05%
- YTD
- 0.05%
- 1Y
- 4.02%
- 3Y*
- 3.84%
- 5Y*
- -0.41%
- 10Y*
- 1.45%
NWHVX vs. NWJJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | -1.21% | -2.38% | 9.89% | 23.84% | -28.32% | 25.03% | 31.17% | 29.96% | -2.97% | 23.11% |
NWJJX Nationwide Loomis Core Bond Fund | 0.05% | 6.71% | 1.86% | 5.28% | -13.82% | -1.55% | 8.26% | 9.58% | -0.67% | 3.14% |
Correlation
The correlation between NWHVX and NWJJX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2013 | -0.01 |
The correlation between NWHVX and NWJJX shifts across timeframes, from -0.01 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
NWHVX vs. NWJJX — Risk / Return Rank
NWHVX
NWJJX
NWHVX vs. NWJJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Mid Cap Growth Fund (NWHVX) and Nationwide Loomis Core Bond Fund (NWJJX). 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 | NWJJX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -2.00 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.18 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 1.37 | -1.69 |
| Martin ratioReturn relative to average drawdown | -0.66 | 3.65 | -4.31 |
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Drawdowns
NWHVX vs. NWJJX - Drawdown Comparison
The maximum NWHVX drawdown since its inception was -37.12%, which is greater than NWJJX's maximum drawdown of -18.99%. Use the drawdown chart below to compare losses from any high point for NWHVX and NWJJX.
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Drawdown Indicators
| NWHVX | NWJJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.12% | -18.99% | -18.13% |
Max Drawdown (1Y)Largest decline over 1 year | -17.82% | -2.94% | -14.88% |
Max Drawdown (3Y)Largest decline over 3 years | -19.80% | -5.87% | -13.93% |
Max Drawdown (5Y)Largest decline over 5 years | -37.12% | -18.78% | -18.34% |
Max Drawdown (10Y)Largest decline over 10 years | -37.12% | -18.99% | -18.13% |
Current DrawdownCurrent decline from peak | -10.58% | -3.02% | -7.56% |
Average DrawdownAverage peak-to-trough decline | -7.87% | -4.09% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.66% | 1.10% | +7.56% |
Volatility
NWHVX vs. NWJJX - Volatility Comparison
Nationwide Geneva Mid Cap Growth Fund (NWHVX) has a higher volatility of 3.96% compared to Nationwide Loomis Core Bond Fund (NWJJX) at 1.11%. This indicates that NWHVX's price experiences larger fluctuations and is considered to be riskier than NWJJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWHVX | NWJJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 1.11% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 2.98% | +8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.83% | 3.88% | +10.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 5.86% | +14.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 4.86% | +14.78% |
NWHVX vs. NWJJX - Expense Ratio Comparison
NWHVX has a 1.07% expense ratio, which is higher than NWJJX's 0.73% expense ratio.
Dividends
NWHVX vs. NWJJX - Dividend Comparison
NWHVX's dividend yield for the trailing twelve months is around 8.06%, more than NWJJX's 4.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | 8.06% | 7.96% | 11.93% | 16.14% | 36.45% | 34.64% | 6.16% | 18.85% | 38.53% | 11.37% | 8.97% | 13.54% |
NWJJX Nationwide Loomis Core Bond Fund | 4.21% | 4.14% | 4.10% | 3.09% | 1.89% | 2.18% | 5.17% | 3.30% | 2.60% | 2.16% | 3.12% | 2.42% |
Frequently Asked Questions
NWHVX and NWJJX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWHVX has higher volatility (3.96%) compared to NWJJX (1.11%). In terms of maximum drawdown, NWHVX dropped -37.12% vs NWJJX's -18.99%.
NWJJX currently has the higher Sharpe Ratio (1.04 vs -0.39), 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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