NWZNX vs. NWJCX
NWZNX (Nationwide Loomis All Cap Growth Fund) and NWJCX (Nationwide NYSE Arca Tech 100 Index Fund) are both mutual funds - NWZNX is a Large Cap Growth Equities fund managed by Nationwide, while NWJCX is a Technology Equities fund managed by Nationwide. Over the past 5 years, NWZNX returned 8.48%/yr vs 15.00%/yr for NWJCX. Their correlation of 0.89 means they have usually moved in the same direction. NWZNX charges 1.07%/yr vs 0.65%/yr for NWJCX.
Performance
NWZNX vs. NWJCX - 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 NWJCX's 20.98% 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%
NWJCX
- 1D
- 3.70%
- 1M
- -2.18%
- 6M
- 14.37%
- YTD
- 20.98%
- 1Y
- 35.40%
- 3Y*
- 25.29%
- 5Y*
- 15.00%
- 10Y*
- 18.50%
- ALL TIME*
- 16.66%
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. NWJCX - 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% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 20.98% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 12.68% |
Correlation
The correlation between NWZNX and NWJCX is 0.68, 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. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2017 | 0.89 |
Over the past year, the correlation between NWZNX and NWJCX has dropped to 0.68 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
NWZNX vs. NWJCX — Risk / Return Rank
NWZNX
NWJCX
NWZNX vs. NWJCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Loomis All Cap Growth Fund (NWZNX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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 | NWJCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.74 | ||
| Sortino ratioReturn per unit of downside risk | -2.28 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.26 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 3.20 | -3.39 |
| Martin ratioReturn relative to average drawdown | -0.45 | 10.22 | -10.67 |
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Drawdowns
NWZNX vs. NWJCX - Drawdown Comparison
The maximum NWZNX drawdown since its inception was -36.41%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for NWZNX and NWJCX.
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Drawdown Indicators
| NWZNX | NWJCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.41% | -31.31% | -5.10% |
Max Drawdown (1Y)Largest decline over 1 year | -19.85% | -10.18% | -9.67% |
Max Drawdown (3Y)Largest decline over 3 years | -24.01% | -21.21% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -36.41% | -31.31% | -5.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.31% | — |
Current DrawdownCurrent decline from peak | -11.91% | -6.43% | -5.48% |
Average DrawdownAverage peak-to-trough decline | -7.27% | -5.10% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.34% | 3.19% | +5.15% |
Volatility
NWZNX vs. NWJCX - Volatility Comparison
The current volatility for Nationwide Loomis All Cap Growth Fund (NWZNX) is 5.08%, while Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a volatility of 7.24%. This indicates that NWZNX experiences smaller price fluctuations and is considered to be less risky than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWZNX | NWJCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 7.24% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.75% | 18.10% | -4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 21.45% | -3.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.73% | 22.14% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 21.71% | +0.07% |
NWZNX vs. NWJCX - Expense Ratio Comparison
NWZNX has a 1.07% expense ratio, which is higher than NWJCX's 0.65% expense ratio.
Dividends
NWZNX vs. NWJCX - Dividend Comparison
NWZNX's dividend yield for the trailing twelve months is around 9.19%, more than NWJCX's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 3.55% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
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 NWJCX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWJCX has higher volatility (7.24%) compared to NWZNX (5.08%). In terms of maximum drawdown, NWZNX dropped -36.41% vs NWJCX's -31.31%.
NWJCX currently has the higher Sharpe Ratio (1.52 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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