NWJJX vs. FGBCX

In the year-to-date period, NWJJX achieves a 1.82% return, which is significantly lower than FGBCX's 1.92% return. Over the past 10 years, NWJJX has outperformed FGBCX with an annualized return of 1.64%, while FGBCX has yielded a comparatively lower 0.97% annualized return.

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NWJJX has a 0.73% expense ratio, which is lower than FGBCX's 1.53% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nationwide Loomis Core Bond Fund (NWJJX) and Fidelity Advisor Investment Grade Bond Fund Class C (FGBCX). 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.

The current NWJJX Sharpe Ratio is 1.05, which is comparable to the FGBCX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of NWJJX and FGBCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NWJJX's dividend yield for the trailing twelve months is around 3.81%, more than FGBCX's 2.62% yield.

The maximum NWJJX drawdown since its inception was -18.38%, smaller than the maximum FGBCX drawdown of -19.53%. Use the drawdown chart below to compare losses from any high point for NWJJX and FGBCX.

Nationwide Loomis Core Bond Fund (NWJJX) and Fidelity Advisor Investment Grade Bond Fund Class C (FGBCX) have volatilities of 1.38% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.