NWJJX vs. DUTMX
Compare and contrast key facts about Nationwide Loomis Core Bond Fund (NWJJX) and Dupree Taxable Municipal Bond Fund (DUTMX).
NWJJX is managed by Nationwide. It was launched on Feb 15, 1984. DUTMX is managed by Dupree. It was launched on Nov 1, 2010.
Performance
NWJJX vs. DUTMX - Performance Comparison
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NWJJX vs. DUTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWJJX Nationwide Loomis Core Bond Fund | -0.39% | 6.71% | 1.86% | 5.28% | -13.82% | -1.55% | 8.26% | 9.58% | -0.67% | 3.14% |
DUTMX Dupree Taxable Municipal Bond Fund | 0.43% | 6.44% | 1.09% | 6.83% | -25.27% | 0.28% | 6.24% | 6.66% | 2.04% | 5.12% |
Returns By Period
In the year-to-date period, NWJJX achieves a -0.39% return, which is significantly lower than DUTMX's 0.43% return. Over the past 10 years, NWJJX has outperformed DUTMX with an annualized return of 1.69%, while DUTMX has yielded a comparatively lower 0.55% annualized return.
NWJJX
- 1D
- 0.21%
- 1M
- -1.77%
- YTD
- -0.39%
- 6M
- 0.22%
- 1Y
- 3.22%
- 3Y*
- 3.46%
- 5Y*
- -0.04%
- 10Y*
- 1.69%
DUTMX
- 1D
- 0.14%
- 1M
- -1.60%
- YTD
- 0.43%
- 6M
- 1.02%
- 1Y
- 3.39%
- 3Y*
- 3.18%
- 5Y*
- -2.18%
- 10Y*
- 0.55%
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NWJJX vs. DUTMX - Expense Ratio Comparison
NWJJX has a 0.73% expense ratio, which is lower than DUTMX's 1.00% expense ratio.
Return for Risk
NWJJX vs. DUTMX — Risk / Return Rank
NWJJX
DUTMX
NWJJX vs. DUTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Loomis Core Bond Fund (NWJJX) and Dupree Taxable Municipal Bond Fund (DUTMX). 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.
| NWJJX | DUTMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.63 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.92 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.94 | +0.54 |
Martin ratioReturn relative to average drawdown | 4.11 | 2.41 | +1.70 |
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
| NWJJX | DUTMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.63 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | -0.25 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.08 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.37 | +0.10 |
Correlation
The correlation between NWJJX and DUTMX is 0.84, 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
NWJJX vs. DUTMX - Dividend Comparison
NWJJX's dividend yield for the trailing twelve months is around 3.82%, less than DUTMX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJJX Nationwide Loomis Core Bond Fund | 3.82% | 4.14% | 4.10% | 3.09% | 1.89% | 2.18% | 5.17% | 3.30% | 2.60% | 2.16% | 3.12% | 2.42% |
DUTMX Dupree Taxable Municipal Bond Fund | 4.12% | 4.57% | 4.26% | 4.02% | 4.28% | 2.32% | 4.69% | 5.18% | 5.04% | 4.89% | 4.84% | 4.77% |
Drawdowns
NWJJX vs. DUTMX - Drawdown Comparison
The maximum NWJJX drawdown since its inception was -18.99%, smaller than the maximum DUTMX drawdown of -30.53%. Use the drawdown chart below to compare losses from any high point for NWJJX and DUTMX.
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Drawdown Indicators
| NWJJX | DUTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.99% | -30.53% | +11.54% |
Max Drawdown (1Y)Largest decline over 1 year | -2.79% | -5.08% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -30.53% | +11.75% |
Max Drawdown (10Y)Largest decline over 10 years | -18.99% | -30.53% | +11.54% |
Current DrawdownCurrent decline from peak | -3.45% | -15.18% | +11.73% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -6.85% | +2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.98% | -0.98% |
Volatility
NWJJX vs. DUTMX - Volatility Comparison
The current volatility for Nationwide Loomis Core Bond Fund (NWJJX) is 1.54%, while Dupree Taxable Municipal Bond Fund (DUTMX) has a volatility of 1.97%. This indicates that NWJJX experiences smaller price fluctuations and is considered to be less risky than DUTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJJX | DUTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 1.97% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | 3.62% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 6.59% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.82% | 8.86% | -3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.84% | 7.06% | -2.22% |