TGFRX vs. NWHVX
TGFRX (Tanaka Growth Fund) and NWHVX (Nationwide Geneva Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, TGFRX returned 14.83%/yr vs 8.94%/yr for NWHVX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. TGFRX charges 2.19%/yr vs 1.07%/yr for NWHVX.
Performance
TGFRX vs. NWHVX - Performance Comparison
Loading charts...
Returns By Period
Over the past 10 years, TGFRX has outperformed NWHVX with an annualized return of 14.83%, while NWHVX has yielded a comparatively lower 8.94% annualized return.
TGFRX
- 1D
- 1.58%
- 1M
- -1.75%
- 6M
- 5.03%
- YTD
- 14.64%
- 1Y
- 39.87%
- 3Y*
- 27.42%
- 5Y*
- 14.01%
- 10Y*
- 14.83%
- ALL TIME*
- 8.00%
NWHVX
- 1D
- 1.52%
- 1M
- 1.33%
- 6M
- 2.69%
- YTD
- 0.00%
- 1Y
- -6.26%
- 3Y*
- 5.68%
- 5Y*
- 0.27%
- 10Y*
- 8.94%
- ALL TIME*
- 8.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
TGFRX Tanaka Growth Fund | $0.00 | $0.00 | $0.00 |
TGFRX vs. NWHVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGFRX Tanaka Growth Fund | 14.64% | 39.56% | 17.98% | 50.24% | -22.62% | 26.54% | 50.87% | 18.78% | -25.18% | 7.28% |
NWHVX Nationwide Geneva Mid Cap Growth Fund | 0.00% | -2.38% | 9.89% | 23.84% | -28.32% | 25.03% | 31.17% | 29.96% | -2.97% | 23.11% |
Correlation
The correlation between TGFRX and NWHVX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2013 | 0.70 |
Over the past year, the correlation between TGFRX and NWHVX has dropped to 0.45 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TGFRX vs. NWHVX — Risk / Return Rank
TGFRX
NWHVX
TGFRX vs. NWHVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tanaka Growth Fund (TGFRX) and Nationwide Geneva Mid Cap Growth Fund (NWHVX). 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.
| TGFRX | NWHVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.69 | ||
| Sortino ratioReturn per unit of downside risk | +2.30 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.96 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | -0.26 | +3.05 |
| Martin ratioReturn relative to average drawdown | 6.72 | -0.54 | +7.26 |
Loading charts...
Drawdowns
TGFRX vs. NWHVX - Drawdown Comparison
The maximum TGFRX drawdown since its inception was -74.43%, which is greater than NWHVX's maximum drawdown of -37.12%. Use the drawdown chart below to compare losses from any high point for TGFRX and NWHVX.
Loading charts...
Drawdown Indicators
| TGFRX | NWHVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.43% | -37.12% | -37.31% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -17.02% | +1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -61.68% | -19.80% | -41.88% |
Max Drawdown (5Y)Largest decline over 5 years | -61.68% | -37.12% | -24.56% |
Max Drawdown (10Y)Largest decline over 10 years | -61.68% | -37.12% | -24.56% |
Current DrawdownCurrent decline from peak | -29.50% | -9.48% | -20.02% |
Average DrawdownAverage peak-to-trough decline | -29.60% | -7.89% | -21.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 8.15% | -1.50% |
Volatility
TGFRX vs. NWHVX - Volatility Comparison
Tanaka Growth Fund (TGFRX) has a higher volatility of 11.14% compared to Nationwide Geneva Mid Cap Growth Fund (NWHVX) at 4.36%. This indicates that TGFRX's price experiences larger fluctuations and is considered to be riskier than NWHVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TGFRX | NWHVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 4.36% | +6.78% |
Volatility (6M)Calculated over the trailing 6-month period | 24.34% | 12.00% | +12.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.08% | 15.15% | +16.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.34% | 19.98% | +42.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.57% | 19.67% | +27.90% |
TGFRX vs. NWHVX - Expense Ratio Comparison
TGFRX has a 2.19% expense ratio, which is higher than NWHVX's 1.07% expense ratio.
Dividends
TGFRX vs. NWHVX - Dividend Comparison
TGFRX's dividend yield for the trailing twelve months is around 11.36%, more than NWHVX's 7.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWHVX Nationwide Geneva Mid Cap Growth Fund | 7.96% | 7.96% | 11.93% | 16.14% | 36.45% | 34.64% | 6.16% | 18.85% | 38.53% | 11.37% | 8.97% | 13.54% |
TGFRX Tanaka Growth Fund | 11.36% | 13.02% | 6.89% | 0.00% | 0.11% | 7.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TGFRX and NWHVX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TGFRX has higher volatility (11.14%) compared to NWHVX (4.36%). In terms of maximum drawdown, TGFRX dropped -74.43% vs NWHVX's -37.12%.
TGFRX currently has the higher Sharpe Ratio (1.40 vs -0.29), 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.
Find the right allocation for TGFRX and NWHVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer