NWXHX vs. FGUMX
Compare and contrast key facts about Nationwide Amundi Strategic Income Fund (NWXHX) and Fidelity Advisor High Income Fund Class Z (FGUMX).
NWXHX is managed by Nationwide. It was launched on Nov 1, 2015. FGUMX is managed by Fidelity. It was launched on Dec 4, 2018.
Performance
NWXHX vs. FGUMX - Performance Comparison
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NWXHX vs. FGUMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NWXHX Nationwide Amundi Strategic Income Fund | 0.76% | 7.36% | 9.76% | 9.39% | 3.56% | 4.86% | 3.48% | 10.18% | -1.01% |
FGUMX Fidelity Advisor High Income Fund Class Z | -0.09% | 9.92% | 9.53% | 11.08% | -13.03% | 3.72% | 2.41% | 14.34% | -3.08% |
Returns By Period
In the year-to-date period, NWXHX achieves a 0.76% return, which is significantly higher than FGUMX's -0.09% return.
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%
FGUMX
- 1D
- 0.63%
- 1M
- -1.48%
- YTD
- -0.09%
- 6M
- 1.23%
- 1Y
- 8.63%
- 3Y*
- 9.11%
- 5Y*
- 3.89%
- 10Y*
- —
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NWXHX vs. FGUMX - Expense Ratio Comparison
NWXHX has a 0.61% expense ratio, which is lower than FGUMX's 0.64% expense ratio.
Return for Risk
NWXHX vs. FGUMX — Risk / Return Rank
NWXHX
FGUMX
NWXHX vs. FGUMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Amundi Strategic Income Fund (NWXHX) and Fidelity Advisor High Income Fund Class Z (FGUMX). 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.
| NWXHX | FGUMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.08 | 2.20 | +1.88 |
Sortino ratioReturn per unit of downside risk | 5.70 | 3.09 | +2.61 |
Omega ratioGain probability vs. loss probability | 2.29 | 1.51 | +0.78 |
Calmar ratioReturn relative to maximum drawdown | 4.69 | 2.78 | +1.91 |
Martin ratioReturn relative to average drawdown | 27.35 | 12.25 | +15.09 |
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
| NWXHX | FGUMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.08 | 2.20 | +1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.77 | 0.74 | +1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.58 | 0.68 | +0.89 |
Correlation
The correlation between NWXHX and FGUMX is 0.24, 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
NWXHX vs. FGUMX - Dividend Comparison
NWXHX's dividend yield for the trailing twelve months is around 5.09%, less than FGUMX's 6.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FGUMX Fidelity Advisor High Income Fund Class Z | 6.02% | 6.49% | 6.19% | 5.48% | 3.98% | 4.12% | 4.78% | 5.17% | 0.44% | 0.00% | 0.00% |
Drawdowns
NWXHX vs. FGUMX - Drawdown Comparison
The maximum NWXHX drawdown since its inception was -22.96%, roughly equal to the maximum FGUMX drawdown of -22.36%. Use the drawdown chart below to compare losses from any high point for NWXHX and FGUMX.
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Drawdown Indicators
| NWXHX | FGUMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.96% | -22.36% | -0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -1.30% | -3.32% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -5.52% | -16.53% | +11.01% |
Max Drawdown (10Y)Largest decline over 10 years | -22.96% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -1.60% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -1.06% | -3.57% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.75% | -0.51% |
Volatility
NWXHX vs. FGUMX - Volatility Comparison
The current volatility for Nationwide Amundi Strategic Income Fund (NWXHX) is 0.40%, while Fidelity Advisor High Income Fund Class Z (FGUMX) has a volatility of 1.54%. This indicates that NWXHX experiences smaller price fluctuations and is considered to be less risky than FGUMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWXHX | FGUMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.40% | 1.54% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 0.76% | 2.40% | -1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.62% | 4.02% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.70% | 5.28% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 6.41% | -1.98% |