NWXHX vs. HYBB
Compare and contrast key facts about Nationwide Amundi Strategic Income Fund (NWXHX) and iShares BB Rated Corporate Bond ETF (HYBB).
NWXHX is managed by Nationwide. It was launched on Nov 1, 2015. HYBB is a passively managed fund by iShares that tracks the performance of the ICE BofA BB US High Yield Constrained Index (USD). It was launched on Oct 6, 2020.
Performance
NWXHX vs. HYBB - Performance Comparison
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NWXHX vs. HYBB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
NWXHX Nationwide Amundi Strategic Income Fund | 0.96% | 7.36% | 9.76% | 9.39% | 3.56% | 4.86% | 5.99% |
HYBB iShares BB Rated Corporate Bond ETF | 0.01% | 8.95% | 6.35% | 10.53% | -10.11% | 3.36% | 4.29% |
Returns By Period
In the year-to-date period, NWXHX achieves a 0.96% return, which is significantly higher than HYBB's 0.01% return.
NWXHX
- 1D
- 0.20%
- 1M
- 0.08%
- YTD
- 0.96%
- 6M
- 2.20%
- 1Y
- 6.89%
- 3Y*
- 8.58%
- 5Y*
- 6.55%
- 10Y*
- 7.01%
HYBB
- 1D
- 0.12%
- 1M
- -0.62%
- YTD
- 0.01%
- 6M
- 1.26%
- 1Y
- 6.86%
- 3Y*
- 7.35%
- 5Y*
- 3.59%
- 10Y*
- —
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NWXHX vs. HYBB - Expense Ratio Comparison
NWXHX has a 0.61% expense ratio, which is higher than HYBB's 0.25% expense ratio.
Return for Risk
NWXHX vs. HYBB — Risk / Return Rank
NWXHX
HYBB
NWXHX vs. HYBB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Amundi Strategic Income Fund (NWXHX) and iShares BB Rated Corporate Bond ETF (HYBB). 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 | HYBB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.36 | 1.27 | +3.09 |
Sortino ratioReturn per unit of downside risk | 6.16 | 1.92 | +4.24 |
Omega ratioGain probability vs. loss probability | 2.43 | 1.32 | +1.11 |
Calmar ratioReturn relative to maximum drawdown | 5.21 | 1.89 | +3.32 |
Martin ratioReturn relative to average drawdown | 31.01 | 9.64 | +21.38 |
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 | HYBB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.36 | 1.27 | +3.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.78 | 0.52 | +1.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.58 | 0.60 | +0.98 |
Correlation
The correlation between NWXHX and HYBB is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NWXHX vs. HYBB - Dividend Comparison
NWXHX's dividend yield for the trailing twelve months is around 5.08%, less than HYBB's 6.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NWXHX Nationwide Amundi Strategic Income Fund | 5.08% | 5.19% | 5.09% | 4.57% | 16.34% | 4.20% | 4.92% | 3.94% | 4.59% | 8.67% | 7.55% |
HYBB iShares BB Rated Corporate Bond ETF | 6.12% | 6.08% | 6.22% | 6.28% | 5.04% | 3.86% | 0.76% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NWXHX vs. HYBB - Drawdown Comparison
The maximum NWXHX drawdown since its inception was -22.96%, which is greater than HYBB's maximum drawdown of -15.28%. Use the drawdown chart below to compare losses from any high point for NWXHX and HYBB.
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Drawdown Indicators
| NWXHX | HYBB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.96% | -15.28% | -7.68% |
Max Drawdown (1Y)Largest decline over 1 year | -1.20% | -2.90% | +1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -5.52% | -15.28% | +9.76% |
Max Drawdown (10Y)Largest decline over 10 years | -22.96% | — | — |
Current DrawdownCurrent decline from peak | -0.21% | -1.05% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -1.06% | -3.32% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.73% | -0.51% |
Volatility
NWXHX vs. HYBB - Volatility Comparison
The current volatility for Nationwide Amundi Strategic Income Fund (NWXHX) is 0.44%, while iShares BB Rated Corporate Bond ETF (HYBB) has a volatility of 1.92%. This indicates that NWXHX experiences smaller price fluctuations and is considered to be less risky than HYBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWXHX | HYBB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.44% | 1.92% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 0.78% | 2.52% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.63% | 5.44% | -3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.70% | 6.91% | -3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 6.75% | -2.32% |