NWXEX vs. NWXHX
Compare and contrast key facts about Nationwide Strategic Income A (NWXEX) and Nationwide Amundi Strategic Income Fund (NWXHX).
NWXEX is an actively managed fund by Nationwide. It was launched on Nov 2, 2015. NWXHX is managed by Nationwide. It was launched on Nov 1, 2015.
Performance
NWXEX vs. NWXHX - Performance Comparison
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NWXEX vs. NWXHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWXEX Nationwide Strategic Income A | 0.69% | 6.97% | 9.36% | 9.00% | 3.50% | 4.64% | 3.24% | 9.84% | -0.39% | 10.86% |
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, NWXEX achieves a 0.69% return, which is significantly lower than NWXHX's 0.76% return. Both investments have delivered pretty close results over the past 10 years, with NWXEX having a 6.69% annualized return and NWXHX not far ahead at 6.99%.
NWXEX
- 1D
- 0.00%
- 1M
- -0.33%
- YTD
- 0.69%
- 6M
- 1.75%
- 1Y
- 6.39%
- 3Y*
- 8.15%
- 5Y*
- 6.22%
- 10Y*
- 6.69%
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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NWXEX vs. NWXHX - Expense Ratio Comparison
NWXEX has a 0.99% expense ratio, which is higher than NWXHX's 0.61% expense ratio.
Return for Risk
NWXEX vs. NWXHX — Risk / Return Rank
NWXEX
NWXHX
NWXEX vs. NWXHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Strategic Income A (NWXEX) 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.
| NWXEX | NWXHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.97 | 4.08 | -0.11 |
Sortino ratioReturn per unit of downside risk | 5.59 | 5.70 | -0.11 |
Omega ratioGain probability vs. loss probability | 2.17 | 2.29 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 4.74 | 4.69 | +0.05 |
Martin ratioReturn relative to average drawdown | 27.08 | 27.35 | -0.26 |
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
| NWXEX | NWXHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.97 | 4.08 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.71 | 1.77 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.52 | 1.58 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.46 | 1.58 | -0.11 |
Correlation
The correlation between NWXEX and NWXHX is 0.85, 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
NWXEX vs. NWXHX - Dividend Comparison
NWXEX's dividend yield for the trailing twelve months is around 4.82%, less than NWXHX's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWXEX Nationwide Strategic Income A | 4.82% | 4.93% | 4.73% | 4.33% | 16.14% | 3.99% | 4.70% | 3.63% | 4.30% | 8.40% | 7.21% | 0.43% |
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
NWXEX vs. NWXHX - Drawdown Comparison
The maximum NWXEX drawdown since its inception was -22.97%, roughly equal to the maximum NWXHX drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for NWXEX and NWXHX.
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Drawdown Indicators
| NWXEX | NWXHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.97% | -22.96% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -1.20% | -1.30% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -5.60% | -5.52% | -0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -22.97% | -22.96% | -0.01% |
Current DrawdownCurrent decline from peak | -0.43% | -0.41% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -1.12% | -1.06% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 0.24% | -0.01% |
Volatility
NWXEX vs. NWXHX - Volatility Comparison
Nationwide Strategic Income A (NWXEX) has a higher volatility of 0.51% compared to Nationwide Amundi Strategic Income Fund (NWXHX) at 0.40%. This indicates that NWXEX'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
| NWXEX | NWXHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.51% | 0.40% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 0.76% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.59% | 1.62% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.66% | 3.70% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 4.43% | -0.01% |