WIORX vs. NWXEX
Compare and contrast key facts about Wilshire Income Opportunities Fund (WIORX) and Nationwide Strategic Income A (NWXEX).
WIORX is managed by Wilshire Mutual Funds. It was launched on Mar 29, 2016. NWXEX is an actively managed fund by Nationwide. It was launched on Nov 2, 2015.
Performance
WIORX vs. NWXEX - Performance Comparison
Loading graphics...
WIORX vs. NWXEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WIORX Wilshire Income Opportunities Fund | -0.88% | 7.18% | 3.49% | 6.35% | -11.18% | 0.40% | 3.59% | 9.58% | -0.65% | 5.60% |
NWXEX Nationwide Strategic Income A | 0.69% | 6.97% | 9.36% | 9.00% | 3.50% | 4.64% | 3.24% | 9.84% | -0.39% | 10.53% |
Returns By Period
In the year-to-date period, WIORX achieves a -0.88% return, which is significantly lower than NWXEX's 0.69% return.
WIORX
- 1D
- 0.33%
- 1M
- -2.38%
- YTD
- -0.88%
- 6M
- -0.12%
- 1Y
- 4.13%
- 3Y*
- 4.57%
- 5Y*
- 0.93%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WIORX vs. NWXEX - Expense Ratio Comparison
WIORX has a 1.15% expense ratio, which is higher than NWXEX's 0.99% expense ratio.
Return for Risk
WIORX vs. NWXEX — Risk / Return Rank
WIORX
NWXEX
WIORX vs. NWXEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilshire Income Opportunities Fund (WIORX) 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.
| WIORX | NWXEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 3.89 | -2.47 |
Sortino ratioReturn per unit of downside risk | 2.03 | 5.48 | -3.45 |
Omega ratioGain probability vs. loss probability | 1.27 | 2.13 | -0.86 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 4.41 | -2.76 |
Martin ratioReturn relative to average drawdown | 6.87 | 24.68 | -17.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WIORX | NWXEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 3.89 | -2.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 1.70 | -1.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.46 | -0.82 |
Correlation
The correlation between WIORX 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
WIORX vs. NWXEX - Dividend Comparison
WIORX's dividend yield for the trailing twelve months is around 3.31%, less than NWXEX's 4.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIORX Wilshire Income Opportunities Fund | 3.31% | 4.48% | 4.38% | 2.79% | 3.40% | 3.49% | 3.79% | 3.75% | 3.06% | 4.46% | 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
WIORX vs. NWXEX - Drawdown Comparison
The maximum WIORX drawdown since its inception was -15.02%, smaller than the maximum NWXEX drawdown of -22.97%. Use the drawdown chart below to compare losses from any high point for WIORX and NWXEX.
Loading graphics...
Drawdown Indicators
| WIORX | NWXEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.02% | -22.97% | +7.95% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -1.20% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -5.60% | -9.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.97% | — |
Current DrawdownCurrent decline from peak | -2.38% | -0.43% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -1.12% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.25% | +0.40% |
Volatility
WIORX vs. NWXEX - Volatility Comparison
Wilshire Income Opportunities Fund (WIORX) has a higher volatility of 1.32% compared to Nationwide Strategic Income A (NWXEX) at 0.51%. This indicates that WIORX'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.
Loading graphics...
Volatility by Period
| WIORX | NWXEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | 0.51% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.89% | 0.89% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.01% | 1.60% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.16% | 3.66% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.73% | 4.42% | -0.69% |