NWLSX vs. NWXHX
Compare and contrast key facts about Nationwide Destination 2035 Fund (NWLSX) and Nationwide Amundi Strategic Income Fund (NWXHX).
NWLSX is managed by Nationwide. It was launched on Aug 28, 2007. NWXHX is managed by Nationwide. It was launched on Nov 1, 2015.
Performance
NWLSX vs. NWXHX - Performance Comparison
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NWLSX vs. NWXHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWLSX Nationwide Destination 2035 Fund | -1.60% | 16.16% | 10.17% | 17.00% | -17.70% | 13.33% | 12.81% | 18.63% | -8.01% | 15.06% |
NWXHX Nationwide Amundi Strategic Income Fund | 0.76% | 7.36% | 9.76% | 9.39% | 3.56% | 4.86% | 3.48% | 10.18% | -0.11% | 11.16% |
Returns By Period
In the year-to-date period, NWLSX achieves a -1.60% return, which is significantly lower than NWXHX's 0.76% return. Over the past 10 years, NWLSX has outperformed NWXHX with an annualized return of 7.70%, while NWXHX has yielded a comparatively lower 6.99% annualized return.
NWLSX
- 1D
- 2.09%
- 1M
- -4.14%
- YTD
- -1.60%
- 6M
- 0.60%
- 1Y
- 13.91%
- 3Y*
- 11.73%
- 5Y*
- 5.59%
- 10Y*
- 7.70%
NWXHX
- 1D
- 0.00%
- 1M
- -0.21%
- YTD
- 0.76%
- 6M
- 2.00%
- 1Y
- 6.79%
- 3Y*
- 8.51%
- 5Y*
- 6.51%
- 10Y*
- 6.99%
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NWLSX vs. NWXHX - Expense Ratio Comparison
NWLSX has a 0.38% expense ratio, which is lower than NWXHX's 0.61% expense ratio.
Return for Risk
NWLSX vs. NWXHX — Risk / Return Rank
NWLSX
NWXHX
NWLSX vs. NWXHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Destination 2035 Fund (NWLSX) and Nationwide Amundi Strategic Income Fund (NWXHX). 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.
| NWLSX | NWXHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 4.08 | -2.78 |
Sortino ratioReturn per unit of downside risk | 1.88 | 5.70 | -3.82 |
Omega ratioGain probability vs. loss probability | 1.27 | 2.29 | -1.02 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 4.69 | -2.87 |
Martin ratioReturn relative to average drawdown | 7.99 | 27.35 | -19.36 |
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
| NWLSX | NWXHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 4.08 | -2.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 1.77 | -1.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 1.58 | -1.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.58 | -1.22 |
Correlation
The correlation between NWLSX and NWXHX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NWLSX vs. NWXHX - Dividend Comparison
NWLSX's dividend yield for the trailing twelve months is around 8.60%, more than NWXHX's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWLSX Nationwide Destination 2035 Fund | 8.60% | 8.36% | 14.07% | 7.04% | 2.15% | 9.62% | 5.85% | 6.95% | 11.27% | 7.78% | 6.64% | 5.43% |
NWXHX Nationwide Amundi Strategic Income Fund | 5.09% | 5.19% | 5.09% | 4.57% | 16.34% | 4.20% | 4.92% | 3.94% | 4.59% | 8.67% | 7.55% | 0.00% |
Drawdowns
NWLSX vs. NWXHX - Drawdown Comparison
The maximum NWLSX drawdown since its inception was -52.58%, which is greater than NWXHX's maximum drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for NWLSX and NWXHX.
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Drawdown Indicators
| NWLSX | NWXHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.58% | -22.96% | -29.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -1.30% | -6.61% |
Max Drawdown (5Y)Largest decline over 5 years | -29.54% | -5.52% | -24.02% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -22.96% | -7.63% |
Current DrawdownCurrent decline from peak | -4.93% | -0.41% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -1.06% | -7.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 0.24% | +1.57% |
Volatility
NWLSX vs. NWXHX - Volatility Comparison
Nationwide Destination 2035 Fund (NWLSX) has a higher volatility of 4.43% compared to Nationwide Amundi Strategic Income Fund (NWXHX) at 0.40%. This indicates that NWLSX's price experiences larger fluctuations and is considered to be riskier than NWXHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWLSX | NWXHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 0.40% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 0.76% | +5.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.05% | 1.62% | +9.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 3.70% | +9.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.71% | 4.43% | +9.28% |