NWJCX vs. BOGSX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Black Oak Emerging Technology Fund (BOGSX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000.
Performance
NWJCX vs. BOGSX - Performance Comparison
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NWJCX vs. BOGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 1.42% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
BOGSX Black Oak Emerging Technology Fund | 2.33% | 19.06% | 9.25% | 17.79% | -27.30% | 26.89% | 45.16% | 38.20% | -4.94% | 19.05% |
Returns By Period
In the year-to-date period, NWJCX achieves a 1.42% return, which is significantly lower than BOGSX's 2.33% return. Over the past 10 years, NWJCX has outperformed BOGSX with an annualized return of 17.47%, while BOGSX has yielded a comparatively lower 14.32% annualized return.
NWJCX
- 1D
- 3.67%
- 1M
- -5.70%
- YTD
- 1.42%
- 6M
- 1.60%
- 1Y
- 28.37%
- 3Y*
- 22.50%
- 5Y*
- 13.12%
- 10Y*
- 17.47%
BOGSX
- 1D
- 4.12%
- 1M
- -3.58%
- YTD
- 2.33%
- 6M
- 2.90%
- 1Y
- 29.34%
- 3Y*
- 11.83%
- 5Y*
- 5.58%
- 10Y*
- 14.32%
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NWJCX vs. BOGSX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is lower than BOGSX's 1.03% expense ratio.
Return for Risk
NWJCX vs. BOGSX — Risk / Return Rank
NWJCX
BOGSX
NWJCX vs. BOGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Black Oak Emerging Technology Fund (BOGSX). 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.
| NWJCX | BOGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.15 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.74 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.31 | -0.04 |
Martin ratioReturn relative to average drawdown | 9.19 | 8.16 | +1.03 |
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
| NWJCX | BOGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.15 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.22 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.59 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.06 | +0.70 |
Correlation
The correlation between NWJCX and BOGSX is 0.91, 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
NWJCX vs. BOGSX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.26%, less than BOGSX's 5.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 4.26% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
BOGSX Black Oak Emerging Technology Fund | 5.63% | 5.76% | 7.96% | 3.79% | 1.87% | 11.31% | 6.30% | 5.47% | 11.71% | 7.71% | 4.00% | 3.09% |
Drawdowns
NWJCX vs. BOGSX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum BOGSX drawdown of -92.80%. Use the drawdown chart below to compare losses from any high point for NWJCX and BOGSX.
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Drawdown Indicators
| NWJCX | BOGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -92.80% | +61.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -12.77% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -33.93% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -33.93% | +2.62% |
Current DrawdownCurrent decline from peak | -6.88% | -6.50% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -59.36% | +54.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.62% | -0.47% |
Volatility
NWJCX vs. BOGSX - Volatility Comparison
The current volatility for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is 7.82%, while Black Oak Emerging Technology Fund (BOGSX) has a volatility of 8.28%. This indicates that NWJCX experiences smaller price fluctuations and is considered to be less risky than BOGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | BOGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 8.28% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 17.11% | -2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 26.21% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 25.19% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 24.47% | -3.10% |