NWXHX vs. JSOSX
Compare and contrast key facts about Nationwide Amundi Strategic Income Fund (NWXHX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
NWXHX is managed by Nationwide. It was launched on Nov 1, 2015. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
NWXHX vs. JSOSX - Performance Comparison
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NWXHX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.50% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
In the year-to-date period, NWXHX achieves a 0.76% return, which is significantly higher than JSOSX's 0.50% return. Over the past 10 years, NWXHX has outperformed JSOSX with an annualized return of 6.99%, while JSOSX has yielded a comparatively lower 3.33% annualized 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%
JSOSX
- 1D
- 0.09%
- 1M
- -0.09%
- YTD
- 0.50%
- 6M
- 1.41%
- 1Y
- 3.52%
- 3Y*
- 4.69%
- 5Y*
- 3.12%
- 10Y*
- 3.33%
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NWXHX vs. JSOSX - Expense Ratio Comparison
NWXHX has a 0.61% expense ratio, which is lower than JSOSX's 0.77% expense ratio.
Return for Risk
NWXHX vs. JSOSX — Risk / Return Rank
NWXHX
JSOSX
NWXHX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Amundi Strategic Income Fund (NWXHX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). 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 | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.08 | 5.17 | -1.09 |
Sortino ratioReturn per unit of downside risk | 5.70 | 10.21 | -4.51 |
Omega ratioGain probability vs. loss probability | 2.29 | 3.93 | -1.64 |
Calmar ratioReturn relative to maximum drawdown | 4.69 | 13.42 | -8.73 |
Martin ratioReturn relative to average drawdown | 27.35 | 90.13 | -62.78 |
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 | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.08 | 5.17 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.77 | 4.01 | -2.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.58 | 2.59 | -1.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.58 | 1.98 | -0.41 |
Correlation
The correlation between NWXHX and JSOSX is 0.28, 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. JSOSX - Dividend Comparison
NWXHX's dividend yield for the trailing twelve months is around 5.09%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
NWXHX vs. JSOSX - Drawdown Comparison
The maximum NWXHX drawdown since its inception was -22.96%, which is greater than JSOSX's maximum drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for NWXHX and JSOSX.
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Drawdown Indicators
| NWXHX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.96% | -6.40% | -16.56% |
Max Drawdown (1Y)Largest decline over 1 year | -1.30% | -0.26% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -5.52% | -0.98% | -4.54% |
Max Drawdown (10Y)Largest decline over 10 years | -22.96% | -6.19% | -16.77% |
Current DrawdownCurrent decline from peak | -0.41% | -0.17% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -1.06% | -0.47% | -0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.04% | +0.20% |
Volatility
NWXHX vs. JSOSX - Volatility Comparison
Nationwide Amundi Strategic Income Fund (NWXHX) has a higher volatility of 0.40% compared to JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) at 0.35%. This indicates that NWXHX's price experiences larger fluctuations and is considered to be riskier than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWXHX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.40% | 0.35% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 0.76% | 0.51% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.62% | 0.68% | +0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.70% | 0.78% | +2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 1.29% | +3.14% |