NWMSX vs. ETV

In the year-to-date period, NWMSX achieves a 4.28% return, which is significantly higher than ETV's -2.03% return. Over the past 10 years, NWMSX has underperformed ETV with an annualized return of 1.53%, while ETV has yielded a comparatively higher 8.03% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Nationwide Destination 2040 Fund (NWMSX) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV). 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 NWMSX Sharpe Ratio is -0.05, which is lower than the ETV Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of NWMSX and ETV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NWMSX's dividend yield for the trailing twelve months is around 14.04%, more than ETV's 8.76% yield.

The maximum NWMSX drawdown since its inception was -55.55%, which is greater than ETV's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for NWMSX and ETV.

The current volatility for Nationwide Destination 2040 Fund (NWMSX) is 3.01%, while Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) has a volatility of 4.26%. This indicates that NWMSX experiences smaller price fluctuations and is considered to be less risky than ETV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.