NWZNX vs. AQEIX
NWZNX (Nationwide Loomis All Cap Growth Fund) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 5 years, NWZNX returned 8.48%/yr vs 4.48%/yr for AQEIX. Their correlation of 0.86 means they have usually moved in the same direction. NWZNX charges 1.07%/yr vs 1.00%/yr for AQEIX.
Performance
NWZNX vs. AQEIX - Performance Comparison
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Returns By Period
In the year-to-date period, NWZNX achieves a -6.11% return, which is significantly lower than AQEIX's 2.82% return.
NWZNX
- 1D
- 0.32%
- 1M
- -3.65%
- 6M
- -4.19%
- YTD
- -6.11%
- 1Y
- -1.78%
- 3Y*
- 13.94%
- 5Y*
- 8.48%
- 10Y*
- —
- ALL TIME*
- 13.68%
AQEIX
- 1D
- 0.55%
- 1M
- 1.00%
- 6M
- 0.89%
- YTD
- 2.82%
- 1Y
- 4.90%
- 3Y*
- 8.07%
- 5Y*
- 4.48%
- 10Y*
- 10.52%
- ALL TIME*
- 7.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NWZNX vs. AQEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWZNX Nationwide Loomis All Cap Growth Fund | -6.11% | 13.28% | 32.96% | 44.70% | -27.67% | 16.89% | 30.82% | 30.51% | -2.95% | 12.69% |
AQEIX LKCM Aquinas Catholic Equity Fund | 2.82% | 6.72% | 13.29% | 14.08% | -18.24% | 25.35% | 24.23% | 30.51% | -8.03% | 11.13% |
Correlation
The correlation between NWZNX and AQEIX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2017 | 0.86 |
The correlation between NWZNX and AQEIX has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.
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Return for Risk
NWZNX vs. AQEIX — Risk / Return Rank
NWZNX
AQEIX
NWZNX vs. AQEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Loomis All Cap Growth Fund (NWZNX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NWZNX | AQEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.05 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.37 | -0.56 |
| Martin ratioReturn relative to average drawdown | -0.45 | 1.17 | -1.62 |
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Drawdowns
NWZNX vs. AQEIX - Drawdown Comparison
The maximum NWZNX drawdown since its inception was -36.41%, smaller than the maximum AQEIX drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for NWZNX and AQEIX.
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Drawdown Indicators
| NWZNX | AQEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.41% | -54.20% | +17.79% |
Max Drawdown (1Y)Largest decline over 1 year | -19.85% | -7.02% | -12.83% |
Max Drawdown (3Y)Largest decline over 3 years | -24.01% | -19.25% | -4.76% |
Max Drawdown (5Y)Largest decline over 5 years | -36.41% | -24.51% | -11.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.65% | — |
Current DrawdownCurrent decline from peak | -11.91% | -0.82% | -11.09% |
Average DrawdownAverage peak-to-trough decline | -7.27% | -8.67% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.34% | 2.19% | +6.15% |
Volatility
NWZNX vs. AQEIX - Volatility Comparison
Nationwide Loomis All Cap Growth Fund (NWZNX) has a higher volatility of 5.08% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 2.94%. This indicates that NWZNX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWZNX | AQEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 2.94% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.75% | 8.37% | +5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 11.54% | +5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.73% | 16.58% | +6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 18.04% | +3.74% |
NWZNX vs. AQEIX - Expense Ratio Comparison
NWZNX has a 1.07% expense ratio, which is higher than AQEIX's 1.00% expense ratio.
Dividends
NWZNX vs. AQEIX - Dividend Comparison
NWZNX's dividend yield for the trailing twelve months is around 9.19%, more than AQEIX's 5.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQEIX LKCM Aquinas Catholic Equity Fund | 5.82% | 5.98% | 7.90% | 2.63% | 6.05% | 12.61% | 6.73% | 10.98% | 23.36% | 8.24% | 7.92% | 7.69% |
NWZNX Nationwide Loomis All Cap Growth Fund | 9.19% | 8.63% | 9.42% | 7.12% | 8.43% | 10.57% | 2.57% | 1.35% | 8.44% | 0.42% | 0.00% | 0.00% |
Frequently Asked Questions
NWZNX and AQEIX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWZNX has higher volatility (5.08%) compared to AQEIX (2.94%). In terms of maximum drawdown, NWZNX dropped -36.41% vs AQEIX's -54.20%.
AQEIX currently has the higher Sharpe Ratio (0.22 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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