RFXIX vs. NWXHX
RFXIX (Rational Special Situations Income Fund) and NWXHX (Nationwide Amundi Strategic Income Fund) are both Multisector Bonds funds. Over the past 5 years, RFXIX returned 4.10%/yr vs 6.66%/yr for NWXHX. Their 0.08 correlation means their historical movements had little consistent relationship. RFXIX charges 1.76%/yr vs 0.61%/yr for NWXHX.
Performance
RFXIX vs. NWXHX - Performance Comparison
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Returns By Period
In the year-to-date period, RFXIX achieves a 2.23% return, which is significantly lower than NWXHX's 2.67% return.
RFXIX
- 1D
- -0.11%
- 1M
- 0.08%
- 6M
- 1.69%
- YTD
- 2.23%
- 1Y
- 4.75%
- 3Y*
- 5.69%
- 5Y*
- 4.10%
- 10Y*
- —
- ALL TIME*
- 4.12%
NWXHX
- 1D
- 0.10%
- 1M
- 0.10%
- 6M
- 1.87%
- YTD
- 2.67%
- 1Y
- 5.71%
- 3Y*
- 7.95%
- 5Y*
- 6.66%
- 10Y*
- 6.57%
- ALL TIME*
- 6.99%
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 |
RFXIX vs. NWXHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RFXIX Rational Special Situations Income Fund | 2.23% | 4.73% | 8.95% | 4.08% | -0.85% | 5.30% | 2.84% | 1.91% |
NWXHX Nationwide Amundi Strategic Income Fund | 2.67% | 7.36% | 9.76% | 9.39% | 3.56% | 4.86% | 3.48% | 3.17% |
Correlation
The correlation between RFXIX and NWXHX is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.08 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2019 | 0.08 |
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Return for Risk
RFXIX vs. NWXHX — Risk / Return Rank
RFXIX
NWXHX
RFXIX vs. NWXHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational Special Situations Income Fund (RFXIX) 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.
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.
| RFXIX | NWXHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -3.23 | ||
| Omega ratioGain probability vs. loss probability | 2.05 | 2.45 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 6.94 | 14.12 | -7.18 |
| Martin ratioReturn relative to average drawdown | 28.72 | 47.02 | -18.31 |
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Drawdowns
RFXIX vs. NWXHX - Drawdown Comparison
The maximum RFXIX drawdown since its inception was -12.91%, smaller than the maximum NWXHX drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for RFXIX and NWXHX.
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Drawdown Indicators
| RFXIX | NWXHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.91% | -22.96% | +10.05% |
Max Drawdown (1Y)Largest decline over 1 year | -0.72% | -0.41% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -1.05% | -1.99% | +0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -4.93% | -5.52% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.96% | — |
Current DrawdownCurrent decline from peak | -0.11% | 0.00% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -0.85% | -1.03% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.17% | 0.12% | +0.05% |
Volatility
RFXIX vs. NWXHX - Volatility Comparison
Rational Special Situations Income Fund (RFXIX) and Nationwide Amundi Strategic Income Fund (NWXHX) have volatilities of 0.32% and 0.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFXIX | NWXHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.32% | 0.32% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 0.79% | 0.90% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.39% | 1.17% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.96% | 3.69% | -1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.92% | 4.40% | -1.48% |
RFXIX vs. NWXHX - Expense Ratio Comparison
RFXIX has a 1.76% expense ratio, which is higher than NWXHX's 0.61% expense ratio.
Dividends
RFXIX vs. NWXHX - Dividend Comparison
RFXIX's dividend yield for the trailing twelve months is around 5.24%, which matches NWXHX's 5.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NWXHX Nationwide Amundi Strategic Income Fund | 5.26% | 5.19% | 5.09% | 4.57% | 16.34% | 4.20% | 4.92% | 3.94% | 4.59% | 8.67% | 7.55% |
RFXIX Rational Special Situations Income Fund | 5.24% | 5.02% | 6.69% | 7.85% | 6.08% | 5.04% | 4.99% | 1.39% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RFXIX and NWXHX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWXHX has higher volatility (0.32%) compared to RFXIX (0.32%). In terms of maximum drawdown, RFXIX dropped -12.91% vs NWXHX's -22.96%.
NWXHX currently has the higher Sharpe Ratio (4.90 vs 3.61), 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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