NWKDX vs. LADYX
Compare and contrast key facts about Nationwide Geneva Small Cap Growth Fund (NWKDX) and Lord Abbett Developing Growth Fund Class I (LADYX).
NWKDX is managed by Nationwide. It was launched on Jun 12, 2009. LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997.
Performance
NWKDX vs. LADYX - Performance Comparison
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NWKDX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWKDX Nationwide Geneva Small Cap Growth Fund | -4.56% | -8.35% | 13.47% | 19.56% | -24.48% | 12.47% | 32.69% | 28.33% | -0.89% | 22.21% |
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
Returns By Period
In the year-to-date period, NWKDX achieves a -4.56% return, which is significantly lower than LADYX's -0.44% return. Over the past 10 years, NWKDX has underperformed LADYX with an annualized return of 8.78%, while LADYX has yielded a comparatively higher 12.28% annualized return.
NWKDX
- 1D
- 2.51%
- 1M
- -8.61%
- YTD
- -4.56%
- 6M
- -5.10%
- 1Y
- -4.09%
- 3Y*
- 3.10%
- 5Y*
- -0.77%
- 10Y*
- 8.78%
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
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NWKDX vs. LADYX - Expense Ratio Comparison
NWKDX has a 0.94% expense ratio, which is higher than LADYX's 0.67% expense ratio.
Return for Risk
NWKDX vs. LADYX — Risk / Return Rank
NWKDX
LADYX
NWKDX vs. LADYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Small Cap Growth Fund (NWKDX) and Lord Abbett Developing Growth Fund Class I (LADYX). 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.
| NWKDX | LADYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | 1.36 | -1.53 |
Sortino ratioReturn per unit of downside risk | -0.11 | 1.91 | -2.02 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.25 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.53 | -2.78 |
Martin ratioReturn relative to average drawdown | -0.77 | 9.13 | -9.90 |
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
| NWKDX | LADYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | 1.36 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | -0.07 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.35 | +0.05 |
Correlation
The correlation between NWKDX and LADYX is 0.86, 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
NWKDX vs. LADYX - Dividend Comparison
NWKDX's dividend yield for the trailing twelve months is around 2.75%, while LADYX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWKDX Nationwide Geneva Small Cap Growth Fund | 2.75% | 2.62% | 3.31% | 0.71% | 1.80% | 8.46% | 0.45% | 2.12% | 6.11% | 4.65% | 0.16% | 5.02% |
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
Drawdowns
NWKDX vs. LADYX - Drawdown Comparison
The maximum NWKDX drawdown since its inception was -34.81%, smaller than the maximum LADYX drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for NWKDX and LADYX.
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Drawdown Indicators
| NWKDX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.81% | -60.18% | +25.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -14.67% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -32.66% | -50.98% | +18.32% |
Max Drawdown (10Y)Largest decline over 10 years | -34.81% | -54.05% | +19.24% |
Current DrawdownCurrent decline from peak | -20.01% | -20.61% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -20.22% | +11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 4.07% | +0.37% |
Volatility
NWKDX vs. LADYX - Volatility Comparison
The current volatility for Nationwide Geneva Small Cap Growth Fund (NWKDX) is 5.94%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 12.64%. This indicates that NWKDX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWKDX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 12.64% | -6.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 20.98% | -9.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.48% | 28.61% | -8.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.51% | 27.53% | -7.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 27.00% | -5.88% |