PTCRX vs. NWXEX
Compare and contrast key facts about Performance Trust Credit Fund (PTCRX) and Nationwide Strategic Income A (NWXEX).
PTCRX is managed by Performance Trust Asset Management. It was launched on Dec 30, 2020. NWXEX is an actively managed fund by Nationwide. It was launched on Nov 2, 2015.
Performance
PTCRX vs. NWXEX - Performance Comparison
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PTCRX vs. NWXEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PTCRX Performance Trust Credit Fund | -0.29% | 6.58% | 8.01% | 10.10% | -10.71% | 8.22% |
NWXEX Nationwide Strategic Income A | 0.69% | 6.97% | 9.36% | 9.00% | 3.50% | 4.03% |
Returns By Period
In the year-to-date period, PTCRX achieves a -0.29% return, which is significantly lower than NWXEX's 0.69% return.
PTCRX
- 1D
- 0.22%
- 1M
- -1.20%
- YTD
- -0.29%
- 6M
- 0.89%
- 1Y
- 4.85%
- 3Y*
- 7.58%
- 5Y*
- 4.06%
- 10Y*
- —
NWXEX
- 1D
- 0.00%
- 1M
- -0.33%
- YTD
- 0.69%
- 6M
- 1.75%
- 1Y
- 6.39%
- 3Y*
- 8.15%
- 5Y*
- 6.22%
- 10Y*
- 6.69%
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PTCRX vs. NWXEX - Expense Ratio Comparison
Both PTCRX and NWXEX have an expense ratio of 0.99%.
Return for Risk
PTCRX vs. NWXEX — Risk / Return Rank
PTCRX
NWXEX
PTCRX vs. NWXEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Performance Trust Credit Fund (PTCRX) and Nationwide Strategic Income A (NWXEX). 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.
| PTCRX | NWXEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 3.97 | -2.28 |
Sortino ratioReturn per unit of downside risk | 2.46 | 5.59 | -3.14 |
Omega ratioGain probability vs. loss probability | 1.33 | 2.17 | -0.85 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 4.74 | -2.45 |
Martin ratioReturn relative to average drawdown | 8.39 | 27.08 | -18.69 |
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
| PTCRX | NWXEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 3.97 | -2.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | 1.71 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 1.46 | -0.46 |
Correlation
The correlation between PTCRX and NWXEX is 0.09, 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
PTCRX vs. NWXEX - Dividend Comparison
PTCRX's dividend yield for the trailing twelve months is around 5.33%, more than NWXEX's 4.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTCRX Performance Trust Credit Fund | 5.33% | 4.34% | 5.67% | 5.95% | 4.69% | 8.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NWXEX Nationwide Strategic Income A | 4.82% | 4.93% | 4.73% | 4.33% | 16.14% | 3.99% | 4.70% | 3.63% | 4.30% | 8.40% | 7.21% | 0.43% |
Drawdowns
PTCRX vs. NWXEX - Drawdown Comparison
The maximum PTCRX drawdown since its inception was -14.09%, smaller than the maximum NWXEX drawdown of -22.97%. Use the drawdown chart below to compare losses from any high point for PTCRX and NWXEX.
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Drawdown Indicators
| PTCRX | NWXEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.09% | -22.97% | +8.88% |
Max Drawdown (1Y)Largest decline over 1 year | -2.32% | -1.20% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -14.09% | -5.60% | -8.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.97% | — |
Current DrawdownCurrent decline from peak | -1.63% | -0.43% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -1.12% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 0.23% | +0.40% |
Volatility
PTCRX vs. NWXEX - Volatility Comparison
Performance Trust Credit Fund (PTCRX) has a higher volatility of 1.24% compared to Nationwide Strategic Income A (NWXEX) at 0.51%. This indicates that PTCRX's price experiences larger fluctuations and is considered to be riskier than NWXEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTCRX | NWXEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 0.51% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 0.88% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.09% | 1.59% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.95% | 3.66% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.91% | 4.42% | -0.51% |