NWXVX vs. NWXHX
Compare and contrast key facts about Nationwide International Small Cap Fund (NWXVX) and Nationwide Amundi Strategic Income Fund (NWXHX).
NWXVX is managed by Nationwide. It was launched on Dec 28, 2016. NWXHX is managed by Nationwide. It was launched on Nov 1, 2015.
Performance
NWXVX vs. NWXHX - Performance Comparison
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NWXVX vs. NWXHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWXVX Nationwide International Small Cap Fund | 1.54% | 37.27% | 0.83% | 15.79% | -23.25% | 12.04% | 17.96% | 28.10% | -19.40% | 30.27% |
NWXHX Nationwide Amundi Strategic Income Fund | 0.76% | 7.36% | 9.76% | 9.39% | 3.56% | 4.86% | 3.48% | 10.18% | -0.11% | 10.84% |
Returns By Period
In the year-to-date period, NWXVX achieves a 1.54% return, which is significantly higher than NWXHX's 0.76% return.
NWXVX
- 1D
- 2.66%
- 1M
- -8.58%
- YTD
- 1.54%
- 6M
- 4.67%
- 1Y
- 33.75%
- 3Y*
- 15.32%
- 5Y*
- 5.56%
- 10Y*
- —
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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NWXVX vs. NWXHX - Expense Ratio Comparison
NWXVX has a 1.03% expense ratio, which is higher than NWXHX's 0.61% expense ratio.
Return for Risk
NWXVX vs. NWXHX — Risk / Return Rank
NWXVX
NWXHX
NWXVX vs. NWXHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide International Small Cap Fund (NWXVX) 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.
| NWXVX | NWXHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.16 | 4.08 | -1.92 |
Sortino ratioReturn per unit of downside risk | 2.72 | 5.70 | -2.98 |
Omega ratioGain probability vs. loss probability | 1.40 | 2.29 | -0.89 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 4.69 | -2.06 |
Martin ratioReturn relative to average drawdown | 10.51 | 27.35 | -16.83 |
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
| NWXVX | NWXHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 4.08 | -1.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.77 | -1.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.58 | -1.04 |
Correlation
The correlation between NWXVX and NWXHX is 0.14, 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
NWXVX vs. NWXHX - Dividend Comparison
NWXVX's dividend yield for the trailing twelve months is around 11.83%, more than NWXHX's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NWXVX Nationwide International Small Cap Fund | 11.83% | 12.01% | 9.66% | 2.37% | 0.79% | 16.81% | 0.79% | 2.74% | 15.98% | 10.41% | 0.00% |
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% |
Drawdowns
NWXVX vs. NWXHX - Drawdown Comparison
The maximum NWXVX drawdown since its inception was -39.61%, which is greater than NWXHX's maximum drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for NWXVX and NWXHX.
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Drawdown Indicators
| NWXVX | NWXHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.61% | -22.96% | -16.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -1.30% | -10.94% |
Max Drawdown (5Y)Largest decline over 5 years | -38.69% | -5.52% | -33.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.96% | — |
Current DrawdownCurrent decline from peak | -9.90% | -0.41% | -9.49% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -1.06% | -10.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 0.24% | +2.82% |
Volatility
NWXVX vs. NWXHX - Volatility Comparison
Nationwide International Small Cap Fund (NWXVX) has a higher volatility of 7.38% compared to Nationwide Amundi Strategic Income Fund (NWXHX) at 0.40%. This indicates that NWXVX'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
| NWXVX | NWXHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.38% | 0.40% | +6.98% |
Volatility (6M)Calculated over the trailing 6-month period | 11.18% | 0.76% | +10.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 1.62% | +14.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 3.70% | +13.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 4.43% | +12.43% |