NWHVX vs. NWLSX
Compare and contrast key facts about Nationwide Geneva Mid Cap Growth Fund (NWHVX) and Nationwide Destination 2035 Fund (NWLSX).
NWHVX is managed by Nationwide. It was launched on Jan 4, 1999. NWLSX is managed by Nationwide. It was launched on Aug 28, 2007.
Performance
NWHVX vs. NWLSX - Performance Comparison
Loading graphics...
NWHVX vs. NWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | -11.40% | -2.38% | 9.89% | 23.84% | -28.32% | 25.03% | 31.17% | 29.96% | -2.97% | 23.11% |
NWLSX Nationwide Destination 2035 Fund | -3.62% | 16.16% | 10.17% | 17.00% | -17.70% | 13.33% | 12.81% | 18.63% | -8.01% | 15.06% |
Returns By Period
In the year-to-date period, NWHVX achieves a -11.40% return, which is significantly lower than NWLSX's -3.62% return. Over the past 10 years, NWHVX has outperformed NWLSX with an annualized return of 8.14%, while NWLSX has yielded a comparatively lower 7.47% annualized return.
NWHVX
- 1D
- -0.11%
- 1M
- -10.82%
- YTD
- -11.40%
- 6M
- -15.58%
- 1Y
- -11.65%
- 3Y*
- 2.87%
- 5Y*
- 0.64%
- 10Y*
- 8.14%
NWLSX
- 1D
- 0.00%
- 1M
- -6.59%
- YTD
- -3.62%
- 6M
- -1.06%
- 1Y
- 11.95%
- 3Y*
- 10.96%
- 5Y*
- 5.36%
- 10Y*
- 7.47%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NWHVX vs. NWLSX - Expense Ratio Comparison
NWHVX has a 1.07% expense ratio, which is higher than NWLSX's 0.38% expense ratio.
Return for Risk
NWHVX vs. NWLSX — Risk / Return Rank
NWHVX
NWLSX
NWHVX vs. NWLSX - 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 2035 Fund (NWLSX). 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 | NWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.62 | 1.12 | -1.74 |
Sortino ratioReturn per unit of downside risk | -0.81 | 1.61 | -2.42 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.23 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | 1.42 | -2.13 |
Martin ratioReturn relative to average drawdown | -2.09 | 6.29 | -8.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NWHVX | NWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.62 | 1.12 | -1.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.42 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.55 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.35 | +0.06 |
Correlation
The correlation between NWHVX and NWLSX is 0.87, 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. NWLSX - Dividend Comparison
NWHVX's dividend yield for the trailing twelve months is around 8.99%, more than NWLSX's 8.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | 8.99% | 7.96% | 11.93% | 16.14% | 36.45% | 34.64% | 6.16% | 18.85% | 38.53% | 11.37% | 8.97% | 13.54% |
NWLSX Nationwide Destination 2035 Fund | 8.78% | 8.36% | 14.07% | 7.04% | 2.15% | 9.62% | 5.85% | 6.95% | 11.27% | 7.78% | 6.64% | 5.43% |
Drawdowns
NWHVX vs. NWLSX - Drawdown Comparison
The maximum NWHVX drawdown since its inception was -37.12%, smaller than the maximum NWLSX drawdown of -52.58%. Use the drawdown chart below to compare losses from any high point for NWHVX and NWLSX.
Loading graphics...
Drawdown Indicators
| NWHVX | NWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.12% | -52.58% | +15.46% |
Max Drawdown (1Y)Largest decline over 1 year | -17.82% | -7.91% | -9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -37.12% | -29.54% | -7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -37.12% | -30.59% | -6.53% |
Current DrawdownCurrent decline from peak | -19.80% | -6.88% | -12.92% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -8.65% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.13% | 1.78% | +4.35% |
Volatility
NWHVX vs. NWLSX - Volatility Comparison
Nationwide Geneva Mid Cap Growth Fund (NWHVX) has a higher volatility of 4.60% compared to Nationwide Destination 2035 Fund (NWLSX) at 3.73%. This indicates that NWHVX's price experiences larger fluctuations and is considered to be riskier than NWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NWHVX | NWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 3.73% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | 6.40% | +4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 10.88% | +7.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 12.90% | +6.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 13.69% | +5.95% |