NWJCX vs. STPAX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Saratoga Technology & Communications Portfolio (STPAX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. STPAX is managed by Saratoga. It was launched on Oct 21, 1997.
Performance
NWJCX vs. STPAX - Performance Comparison
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NWJCX vs. STPAX - 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% |
STPAX Saratoga Technology & Communications Portfolio | -10.38% | 16.20% | 20.02% | 45.01% | -31.89% | 16.54% | 26.75% | 45.00% | 0.06% | 27.77% |
Returns By Period
In the year-to-date period, NWJCX achieves a 1.42% return, which is significantly higher than STPAX's -10.38% return. Over the past 10 years, NWJCX has outperformed STPAX with an annualized return of 17.47%, while STPAX has yielded a comparatively lower 14.36% 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%
STPAX
- 1D
- 3.30%
- 1M
- -4.84%
- YTD
- -10.38%
- 6M
- -9.15%
- 1Y
- 12.65%
- 3Y*
- 16.18%
- 5Y*
- 6.10%
- 10Y*
- 14.36%
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NWJCX vs. STPAX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is lower than STPAX's 2.53% expense ratio.
Return for Risk
NWJCX vs. STPAX — Risk / Return Rank
NWJCX
STPAX
NWJCX vs. STPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Saratoga Technology & Communications Portfolio (STPAX). 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 | STPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.59 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.00 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 0.88 | +1.40 |
Martin ratioReturn relative to average drawdown | 9.19 | 2.95 | +6.24 |
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 | STPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.59 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.28 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.66 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.24 | +0.53 |
Correlation
The correlation between NWJCX and STPAX 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. STPAX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.26%, less than STPAX's 19.30% 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% |
STPAX Saratoga Technology & Communications Portfolio | 19.30% | 17.30% | 13.90% | 7.63% | 22.55% | 13.94% | 14.21% | 12.52% | 4.84% | 8.32% | 9.28% | 12.58% |
Drawdowns
NWJCX vs. STPAX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum STPAX drawdown of -94.25%. Use the drawdown chart below to compare losses from any high point for NWJCX and STPAX.
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Drawdown Indicators
| NWJCX | STPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -94.25% | +62.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -15.49% | +2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -37.07% | +5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -37.07% | +5.76% |
Current DrawdownCurrent decline from peak | -6.88% | -12.70% | +5.82% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -59.10% | +53.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 4.61% | -1.46% |
Volatility
NWJCX vs. STPAX - Volatility Comparison
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a higher volatility of 7.82% compared to Saratoga Technology & Communications Portfolio (STPAX) at 6.22%. This indicates that NWJCX's price experiences larger fluctuations and is considered to be riskier than STPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | STPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 6.22% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 12.85% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 22.84% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 21.69% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 21.97% | -0.60% |