NWJCX vs. GRISX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Nationwide S&P 500 Index Fund (GRISX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. GRISX is a passively managed fund by Nationwide that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 1998.
Performance
NWJCX vs. GRISX - Performance Comparison
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NWJCX vs. GRISX - 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% |
GRISX Nationwide S&P 500 Index Fund | -4.41% | 17.41% | 24.13% | 25.55% | -18.49% | 28.32% | 17.92% | 30.94% | -3.84% | 21.35% |
Returns By Period
In the year-to-date period, NWJCX achieves a 1.42% return, which is significantly higher than GRISX's -4.41% return. Over the past 10 years, NWJCX has outperformed GRISX with an annualized return of 17.47%, while GRISX has yielded a comparatively lower 13.69% 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%
GRISX
- 1D
- 2.95%
- 1M
- -5.03%
- YTD
- -4.41%
- 6M
- -2.28%
- 1Y
- 16.97%
- 3Y*
- 17.65%
- 5Y*
- 11.26%
- 10Y*
- 13.69%
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NWJCX vs. GRISX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than GRISX's 0.44% expense ratio.
Return for Risk
NWJCX vs. GRISX — Risk / Return Rank
NWJCX
GRISX
NWJCX vs. GRISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Nationwide S&P 500 Index Fund (GRISX). 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 | GRISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.96 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.47 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 1.49 | +0.78 |
Martin ratioReturn relative to average drawdown | 9.19 | 7.12 | +2.07 |
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 | GRISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.96 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.67 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.76 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.40 | +0.36 |
Correlation
The correlation between NWJCX and GRISX is 0.92, 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. GRISX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.26%, less than GRISX's 5.35% 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% |
GRISX Nationwide S&P 500 Index Fund | 5.35% | 5.08% | 2.62% | 0.79% | 1.67% | 4.96% | 1.27% | 6.26% | 18.54% | 6.66% | 7.42% | 11.98% |
Drawdowns
NWJCX vs. GRISX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum GRISX drawdown of -55.53%. Use the drawdown chart below to compare losses from any high point for NWJCX and GRISX.
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Drawdown Indicators
| NWJCX | GRISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -55.53% | +24.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -12.11% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -24.75% | -6.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -33.85% | +2.54% |
Current DrawdownCurrent decline from peak | -6.88% | -6.27% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -10.92% | +5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.53% | +0.62% |
Volatility
NWJCX vs. GRISX - Volatility Comparison
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a higher volatility of 7.82% compared to Nationwide S&P 500 Index Fund (GRISX) at 5.34%. This indicates that NWJCX's price experiences larger fluctuations and is considered to be riskier than GRISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | GRISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 5.34% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 9.54% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 18.31% | +4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 16.95% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 18.06% | +3.31% |