WSTAX vs. NWJCX
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX).
WSTAX is managed by Nomura. NWJCX is managed by Nationwide. It was launched on Jun 9, 1996.
Performance
WSTAX vs. NWJCX - Performance Comparison
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WSTAX vs. NWJCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -6.53% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 1.42% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
Returns By Period
In the year-to-date period, WSTAX achieves a -6.53% return, which is significantly lower than NWJCX's 1.42% return. Over the past 10 years, WSTAX has outperformed NWJCX with an annualized return of 19.82%, while NWJCX has yielded a comparatively lower 17.47% annualized return.
WSTAX
- 1D
- -1.89%
- 1M
- -11.47%
- YTD
- -6.53%
- 6M
- -3.97%
- 1Y
- 37.90%
- 3Y*
- 34.43%
- 5Y*
- 15.99%
- 10Y*
- 19.82%
NWJCX
- 1D
- 3.67%
- 1M
- -5.70%
- YTD
- 1.42%
- 6M
- 1.60%
- 1Y
- 28.37%
- 3Y*
- 22.50%
- 5Y*
- 13.12%
- 10Y*
- 17.47%
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WSTAX vs. NWJCX - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than NWJCX's 0.65% expense ratio.
Return for Risk
WSTAX vs. NWJCX — Risk / Return Rank
WSTAX
NWJCX
WSTAX vs. NWJCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.
| WSTAX | NWJCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.27 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.86 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.27 | -0.29 |
Martin ratioReturn relative to average drawdown | 6.93 | 9.19 | -2.26 |
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
| WSTAX | NWJCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.27 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.62 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.82 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.76 | -0.31 |
Correlation
The correlation between WSTAX and NWJCX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WSTAX vs. NWJCX - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 19.60%, more than NWJCX's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 19.60% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 4.26% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
Drawdowns
WSTAX vs. NWJCX - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for WSTAX and NWJCX.
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Drawdown Indicators
| WSTAX | NWJCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -31.31% | -24.08% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -12.75% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -31.31% | -24.08% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -31.31% | -24.08% |
Current DrawdownCurrent decline from peak | -16.73% | -6.88% | -9.85% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -5.17% | -9.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 3.15% | +1.63% |
Volatility
WSTAX vs. NWJCX - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 8.82% compared to Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) at 7.82%. This indicates that WSTAX's price experiences larger fluctuations and is considered to be riskier than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | NWJCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 7.82% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 18.86% | 14.27% | +4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 22.74% | +6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.75% | 21.44% | +15.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 21.37% | +9.18% |