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NWKDX vs. ACMVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NWKDX and ACMVX is 0.81, 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.


Performance

NWKDX vs. ACMVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nationwide Geneva Small Cap Growth Fund (NWKDX) and American Century Mid Cap Value Fund (ACMVX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

NWKDX:

-0.05

ACMVX:

-0.10

Sortino Ratio

NWKDX:

0.11

ACMVX:

-0.01

Omega Ratio

NWKDX:

1.01

ACMVX:

1.00

Calmar Ratio

NWKDX:

-0.03

ACMVX:

-0.06

Martin Ratio

NWKDX:

-0.08

ACMVX:

-0.20

Ulcer Index

NWKDX:

10.25%

ACMVX:

7.90%

Daily Std Dev

NWKDX:

22.11%

ACMVX:

16.67%

Max Drawdown

NWKDX:

-38.20%

ACMVX:

-55.52%

Current Drawdown

NWKDX:

-19.54%

ACMVX:

-19.44%

Returns By Period

In the year-to-date period, NWKDX achieves a -5.47% return, which is significantly lower than ACMVX's 0.94% return. Over the past 10 years, NWKDX has outperformed ACMVX with an annualized return of 6.24%, while ACMVX has yielded a comparatively lower 0.82% annualized return.


NWKDX

YTD

-5.47%

1M

5.40%

6M

-13.48%

1Y

-1.14%

5Y*

6.57%

10Y*

6.24%

ACMVX

YTD

0.94%

1M

4.47%

6M

-9.21%

1Y

-1.74%

5Y*

5.68%

10Y*

0.82%

*Annualized

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NWKDX vs. ACMVX - Expense Ratio Comparison

NWKDX has a 0.94% expense ratio, which is lower than ACMVX's 0.97% expense ratio.


Risk-Adjusted Performance

NWKDX vs. ACMVX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NWKDX
The Risk-Adjusted Performance Rank of NWKDX is 1717
Overall Rank
The Sharpe Ratio Rank of NWKDX is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of NWKDX is 1818
Sortino Ratio Rank
The Omega Ratio Rank of NWKDX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of NWKDX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of NWKDX is 1616
Martin Ratio Rank

ACMVX
The Risk-Adjusted Performance Rank of ACMVX is 1313
Overall Rank
The Sharpe Ratio Rank of ACMVX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of ACMVX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of ACMVX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of ACMVX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of ACMVX is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NWKDX vs. ACMVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Small Cap Growth Fund (NWKDX) and American Century Mid Cap Value Fund (ACMVX). 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 NWKDX Sharpe Ratio is -0.05, which is higher than the ACMVX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of NWKDX and ACMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

NWKDX vs. ACMVX - Dividend Comparison

NWKDX has not paid dividends to shareholders, while ACMVX's dividend yield for the trailing twelve months is around 1.60%.


TTM20242023202220212020201920182017201620152014
NWKDX
Nationwide Geneva Small Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ACMVX
American Century Mid Cap Value Fund
1.60%1.70%1.72%1.80%1.42%1.33%1.46%1.81%1.58%1.29%1.18%1.11%

Drawdowns

NWKDX vs. ACMVX - Drawdown Comparison

The maximum NWKDX drawdown since its inception was -38.20%, smaller than the maximum ACMVX drawdown of -55.52%. Use the drawdown chart below to compare losses from any high point for NWKDX and ACMVX. For additional features, visit the drawdowns tool.


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Volatility

NWKDX vs. ACMVX - Volatility Comparison

Nationwide Geneva Small Cap Growth Fund (NWKDX) has a higher volatility of 6.35% compared to American Century Mid Cap Value Fund (ACMVX) at 4.92%. This indicates that NWKDX's price experiences larger fluctuations and is considered to be riskier than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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