VGI vs. NWXEX
Compare and contrast key facts about Virtus Global Multi-Sector Income Fund (VGI) and Nationwide Strategic Income A (NWXEX).
VGI is managed by Virtus. NWXEX is an actively managed fund by Nationwide. It was launched on Nov 2, 2015.
Performance
VGI vs. NWXEX - Performance Comparison
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VGI vs. NWXEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | -2.92% | 16.14% | 10.43% | 14.58% | -21.70% | 1.40% | 9.81% | 27.29% | -28.73% | 27.46% |
NWXEX Nationwide Strategic Income A | 0.69% | 6.97% | 9.36% | 9.00% | 3.50% | 4.64% | 3.24% | 9.84% | -0.39% | 10.86% |
Returns By Period
In the year-to-date period, VGI achieves a -2.92% return, which is significantly lower than NWXEX's 0.69% return. Over the past 10 years, VGI has underperformed NWXEX with an annualized return of 5.57%, while NWXEX has yielded a comparatively higher 6.69% annualized return.
VGI
- 1D
- 2.22%
- 1M
- -5.23%
- YTD
- -2.92%
- 6M
- -1.22%
- 1Y
- 7.92%
- 3Y*
- 11.46%
- 5Y*
- 2.18%
- 10Y*
- 5.57%
NWXEX
- 1D
- 0.00%
- 1M
- -0.33%
- YTD
- 0.69%
- 6M
- 1.75%
- 1Y
- 6.28%
- 3Y*
- 8.15%
- 5Y*
- 6.20%
- 10Y*
- 6.69%
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VGI vs. NWXEX - Expense Ratio Comparison
Return for Risk
VGI vs. NWXEX — Risk / Return Rank
VGI
NWXEX
VGI vs. NWXEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Global Multi-Sector Income Fund (VGI) 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.
| VGI | NWXEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 3.89 | -3.09 |
Sortino ratioReturn per unit of downside risk | 1.06 | 5.48 | -4.42 |
Omega ratioGain probability vs. loss probability | 1.17 | 2.13 | -0.96 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 4.41 | -3.43 |
Martin ratioReturn relative to average drawdown | 3.71 | 24.68 | -20.97 |
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
| VGI | NWXEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 3.89 | -3.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 1.70 | -1.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 1.52 | -1.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 1.46 | -1.17 |
Correlation
The correlation between VGI and NWXEX is 0.15, 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
VGI vs. NWXEX - Dividend Comparison
VGI's dividend yield for the trailing twelve months is around 13.01%, more than NWXEX's 4.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGI Virtus Global Multi-Sector Income Fund | 13.01% | 12.24% | 12.57% | 12.26% | 13.42% | 10.22% | 11.81% | 12.10% | 15.00% | 10.70% | 12.21% | 15.60% |
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
VGI vs. NWXEX - Drawdown Comparison
The maximum VGI drawdown since its inception was -48.08%, which is greater than NWXEX's maximum drawdown of -22.97%. Use the drawdown chart below to compare losses from any high point for VGI and NWXEX.
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Drawdown Indicators
| VGI | NWXEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -22.97% | -25.11% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -1.20% | -7.01% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -5.60% | -28.19% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | -22.97% | -25.11% |
Current DrawdownCurrent decline from peak | -6.18% | -0.43% | -5.75% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -1.12% | -9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 0.25% | +1.92% |
Volatility
VGI vs. NWXEX - Volatility Comparison
Virtus Global Multi-Sector Income Fund (VGI) has a higher volatility of 4.25% compared to Nationwide Strategic Income A (NWXEX) at 0.51%. This indicates that VGI'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
| VGI | NWXEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 0.51% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 0.89% | +5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.89% | 1.60% | +8.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.98% | 3.66% | +7.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.72% | 4.42% | +12.30% |