PortfoliosLab logoPortfoliosLab logo
NWXVX vs. WISIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NWXVX vs. WISIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nationwide International Small Cap Fund (NWXVX) and William Blair International Small Cap Growth Fund (WISIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

NWXVX vs. WISIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
WISIX
William Blair International Small Cap Growth Fund
-1.49%15.31%0.80%14.72%-34.99%11.01%29.09%34.22%-24.27%32.81%

Returns By Period

In the year-to-date period, NWXVX achieves a 1.54% return, which is significantly higher than WISIX's -1.49% return.


NWXVX

1D
2.66%
1M
-8.58%
YTD
1.54%
6M
4.67%
1Y
33.75%
3Y*
15.32%
5Y*
5.56%
10Y*

WISIX

1D
2.21%
1M
-7.05%
YTD
-1.49%
6M
-2.88%
1Y
11.85%
3Y*
6.99%
5Y*
-0.95%
10Y*
4.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NWXVX vs. WISIX - Expense Ratio Comparison

NWXVX has a 1.03% expense ratio, which is lower than WISIX's 1.23% expense ratio.


Return for Risk

NWXVX vs. WISIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NWXVX
NWXVX Risk / Return Rank: 9090
Overall Rank
NWXVX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
NWXVX Sortino Ratio Rank: 9090
Sortino Ratio Rank
NWXVX Omega Ratio Rank: 8989
Omega Ratio Rank
NWXVX Calmar Ratio Rank: 8989
Calmar Ratio Rank
NWXVX Martin Ratio Rank: 8888
Martin Ratio Rank

WISIX
WISIX Risk / Return Rank: 2727
Overall Rank
WISIX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
WISIX Sortino Ratio Rank: 2828
Sortino Ratio Rank
WISIX Omega Ratio Rank: 2929
Omega Ratio Rank
WISIX Calmar Ratio Rank: 2626
Calmar Ratio Rank
WISIX Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NWXVX vs. WISIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nationwide International Small Cap Fund (NWXVX) and William Blair International Small Cap Growth Fund (WISIX). 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.


NWXVXWISIXDifference

Sharpe ratio

Return per unit of total volatility

2.16

0.83

+1.33

Sortino ratio

Return per unit of downside risk

2.72

1.17

+1.55

Omega ratio

Gain probability vs. loss probability

1.40

1.17

+0.23

Calmar ratio

Return relative to maximum drawdown

2.63

0.95

+1.68

Martin ratio

Return relative to average drawdown

10.51

2.68

+7.83

NWXVX vs. WISIX - Sharpe Ratio Comparison

The current NWXVX Sharpe Ratio is 2.16, which is higher than the WISIX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of NWXVX and WISIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


NWXVXWISIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.16

0.83

+1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

-0.06

+0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.31

+0.22

Correlation

The correlation between NWXVX and WISIX is 0.84, 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

NWXVX vs. WISIX - Dividend Comparison

NWXVX's dividend yield for the trailing twelve months is around 11.83%, more than WISIX's 0.62% yield.


TTM20252024202320222021202020192018201720162015
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%0.00%
WISIX
William Blair International Small Cap Growth Fund
0.62%0.61%1.78%0.88%0.21%16.20%2.09%0.31%13.84%9.94%0.36%2.31%

Drawdowns

NWXVX vs. WISIX - Drawdown Comparison

The maximum NWXVX drawdown since its inception was -39.61%, smaller than the maximum WISIX drawdown of -64.84%. Use the drawdown chart below to compare losses from any high point for NWXVX and WISIX.


Loading graphics...

Drawdown Indicators


NWXVXWISIXDifference

Max Drawdown

Largest peak-to-trough decline

-39.61%

-64.84%

+25.23%

Max Drawdown (1Y)

Largest decline over 1 year

-12.24%

-10.09%

-2.15%

Max Drawdown (5Y)

Largest decline over 5 years

-38.69%

-47.76%

+9.07%

Max Drawdown (10Y)

Largest decline over 10 years

-47.76%

Current Drawdown

Current decline from peak

-9.90%

-21.04%

+11.14%

Average Drawdown

Average peak-to-trough decline

-11.64%

-16.61%

+4.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

3.66%

-0.60%

Volatility

NWXVX vs. WISIX - Volatility Comparison

Nationwide International Small Cap Fund (NWXVX) has a higher volatility of 7.38% compared to William Blair International Small Cap Growth Fund (WISIX) at 6.54%. This indicates that NWXVX's price experiences larger fluctuations and is considered to be riskier than WISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


NWXVXWISIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.38%

6.54%

+0.84%

Volatility (6M)

Calculated over the trailing 6-month period

11.18%

10.13%

+1.05%

Volatility (1Y)

Calculated over the trailing 1-year period

15.93%

15.20%

+0.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.72%

17.23%

-0.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.86%

17.24%

-0.38%