NWJJX vs. PCGTX
Compare and contrast key facts about Nationwide Loomis Core Bond Fund (NWJJX) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX).
NWJJX is managed by Nationwide. It was launched on Feb 15, 1984. PCGTX is managed by UBS. It was launched on Aug 24, 1995.
Performance
NWJJX vs. PCGTX - Performance Comparison
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NWJJX vs. PCGTX - 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% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 2.74% | 7.84% | 0.98% | 5.12% | -13.48% | -0.61% | 5.75% | 6.55% | 0.17% | 2.83% |
Returns By Period
In the year-to-date period, NWJJX achieves a -0.39% return, which is significantly lower than PCGTX's 2.74% return. Both investments have delivered pretty close results over the past 10 years, with NWJJX having a 1.69% annualized return and PCGTX not far behind at 1.63%.
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%
PCGTX
- 1D
- 0.28%
- 1M
- -1.39%
- YTD
- 2.74%
- 6M
- 4.32%
- 1Y
- 7.80%
- 3Y*
- 4.71%
- 5Y*
- 0.32%
- 10Y*
- 1.63%
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NWJJX vs. PCGTX - Expense Ratio Comparison
Both NWJJX and PCGTX have an expense ratio of 0.73%.
Return for Risk
NWJJX vs. PCGTX — Risk / Return Rank
NWJJX
PCGTX
NWJJX vs. PCGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Loomis Core Bond Fund (NWJJX) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX). 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 | PCGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.43 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.29 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.30 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.69 | -1.21 |
Martin ratioReturn relative to average drawdown | 4.11 | 7.64 | -3.53 |
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 | PCGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.43 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.05 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.31 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.97 | -0.50 |
Correlation
The correlation between NWJJX and PCGTX is 0.79, 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. PCGTX - Dividend Comparison
NWJJX's dividend yield for the trailing twelve months is around 3.82%, less than PCGTX's 4.43% 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% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 4.43% | 3.78% | 5.36% | 5.02% | 3.67% | 2.87% | 3.23% | 3.53% | 3.34% | 2.96% | 2.71% | 2.21% |
Drawdowns
NWJJX vs. PCGTX - Drawdown Comparison
The maximum NWJJX drawdown since its inception was -18.99%, roughly equal to the maximum PCGTX drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for NWJJX and PCGTX.
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Drawdown Indicators
| NWJJX | PCGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.99% | -19.34% | +0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.79% | -3.10% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -19.20% | +0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -18.99% | -19.34% | +0.35% |
Current DrawdownCurrent decline from peak | -3.45% | -1.57% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -1.86% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.09% | -0.09% |
Volatility
NWJJX vs. PCGTX - Volatility Comparison
The current volatility for Nationwide Loomis Core Bond Fund (NWJJX) is 1.54%, while PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) has a volatility of 2.15%. This indicates that NWJJX experiences smaller price fluctuations and is considered to be less risky than PCGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJJX | PCGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 2.15% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | 4.14% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 6.23% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.82% | 7.10% | -1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.84% | 5.35% | -0.51% |