NWJJX vs. NWJCX
NWJJX (Nationwide Loomis Core Bond Fund) and NWJCX (Nationwide NYSE Arca Tech 100 Index Fund) are both mutual funds - NWJJX is a Intermediate Core Bond fund managed by Nationwide, while NWJCX is a Technology Equities fund managed by Nationwide. Over the past 10 years, NWJJX returned 1.60%/yr vs 19.90%/yr for NWJCX. At a correlation of -0.04, they often move in opposite directions. NWJJX charges 0.73%/yr vs 0.65%/yr for NWJCX.
Performance
NWJJX vs. NWJCX - Performance Comparison
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Returns By Period
In the year-to-date period, NWJJX achieves a 0.67% return, which is significantly lower than NWJCX's 24.04% return. Over the past 10 years, NWJJX has underperformed NWJCX with an annualized return of 1.60%, while NWJCX has yielded a comparatively higher 19.90% annualized return.
NWJJX
- 1D
- 0.42%
- 1M
- 0.89%
- YTD
- 0.67%
- 6M
- 0.80%
- 1Y
- 4.24%
- 3Y*
- 4.13%
- 5Y*
- -0.06%
- 10Y*
- 1.60%
NWJCX
- 1D
- -0.29%
- 1M
- 0.78%
- YTD
- 24.04%
- 6M
- 21.99%
- 1Y
- 40.18%
- 3Y*
- 29.07%
- 5Y*
- 16.18%
- 10Y*
- 19.90%
NWJJX vs. NWJCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWJJX Nationwide Loomis Core Bond Fund | 0.67% | 6.71% | 1.86% | 5.28% | -13.82% | -1.55% | 8.26% | 9.58% | -0.67% | 3.14% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 24.04% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
Correlation
The correlation between NWJJX and NWJCX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2013 | -0.04 |
The correlation between NWJJX and NWJCX shifts across timeframes, from -0.04 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
NWJJX vs. NWJCX — Risk / Return Rank
NWJJX
NWJCX
NWJJX vs. NWJCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Loomis Core Bond Fund (NWJJX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NWJJX | NWJCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.35 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 3.95 | -2.51 |
| Martin ratioReturn relative to average drawdown | 4.01 | 14.75 | -10.74 |
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Drawdowns
NWJJX vs. NWJCX - Drawdown Comparison
The maximum NWJJX drawdown since its inception was -18.99%, smaller than the maximum NWJCX drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for NWJJX and NWJCX.
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Drawdown Indicators
| NWJJX | NWJCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.99% | -31.31% | +12.32% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -10.18% | +7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -5.87% | -21.21% | +15.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -31.31% | +12.53% |
Max Drawdown (10Y)Largest decline over 10 years | -18.99% | -31.31% | +12.32% |
Current DrawdownCurrent decline from peak | -2.43% | -3.78% | +1.35% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -5.10% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 2.72% | -1.66% |
Volatility
NWJJX vs. NWJCX - Volatility Comparison
The current volatility for Nationwide Loomis Core Bond Fund (NWJJX) is 1.22%, while Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a volatility of 9.94%. This indicates that NWJJX experiences smaller price fluctuations and is considered to be less risky than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJJX | NWJCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 9.94% | -8.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 16.85% | -13.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.96% | 19.92% | -15.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.86% | 21.88% | -16.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 21.62% | -16.75% |
NWJJX vs. NWJCX - Expense Ratio Comparison
NWJJX has a 0.73% expense ratio, which is higher than NWJCX's 0.65% expense ratio.
Dividends
NWJJX vs. NWJCX - Dividend Comparison
NWJJX's dividend yield for the trailing twelve months is around 4.17%, more than NWJCX's 3.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 3.46% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
NWJJX Nationwide Loomis Core Bond Fund | 4.17% | 4.14% | 4.10% | 3.09% | 1.89% | 2.18% | 5.17% | 3.30% | 2.60% | 2.16% | 3.12% | 2.42% |
Frequently Asked Questions
NWJJX and NWJCX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWJCX has higher volatility (9.94%) compared to NWJJX (1.22%). In terms of maximum drawdown, NWJJX dropped -18.99% vs NWJCX's -31.31%.
NWJCX currently has the higher Sharpe Ratio (2.03 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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