Nationwide Bailard Technology Fund Manager Performance Evaluation
| NWHOX Fund | USD 28.01 0.13 0.47% |
The fund secures a Beta (Market Risk) of -0.0713, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Nationwide Bailard are expected to decrease at a much lower rate. During the bear market, Nationwide Bailard is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Nationwide Bailard Technology has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreNationwide |
Nationwide Bailard Relative Risk vs. Return Landscape
If you would invest 3,303 in Nationwide Bailard Technology on November 1, 2025 and sell it today you would lose (502.00) from holding Nationwide Bailard Technology or give up 15.2% of portfolio value over 90 days. Nationwide Bailard Technology is currently producing negative expected returns and takes up 1.845% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Nationwide, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nationwide Bailard Current Valuation
Fairly Valued
Today
Please note that Nationwide Bailard's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nationwide Bailard secures a last-minute Real Value of $28.47 per share. The latest price of the fund is $28.01. We determine the value of Nationwide Bailard from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nationwide Bailard is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nationwide Mutual Fund. However, Nationwide Bailard's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.01 | Real 28.47 | Hype 28.01 | Naive 27.86 |
The intrinsic value of Nationwide Bailard's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Nationwide Bailard's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Nationwide Bailard Technology helps investors to forecast how Nationwide mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Nationwide Bailard more accurately as focusing exclusively on Nationwide Bailard's fundamentals will not take into account other important factors: Nationwide Bailard Target Price Odds to finish over Current Price
The tendency of Nationwide Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 28.01 | 90 days | 28.01 | about 79.81 |
Based on a normal probability distribution, the odds of Nationwide Bailard to move above the current price in 90 days from now is about 79.81 (This Nationwide Bailard Technology probability density function shows the probability of Nationwide Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Nationwide Bailard Technology has a beta of -0.0713. This indicates as returns on the benchmark increase, returns on holding Nationwide Bailard are expected to decrease at a much lower rate. During a bear market, however, Nationwide Bailard Technology is likely to outperform the market. Additionally Nationwide Bailard Technology has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Nationwide Bailard Price Density |
| Price |
Predictive Modules for Nationwide Bailard
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Nationwide Bailard. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Nationwide Bailard Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Nationwide Bailard is not an exception. The market had few large corrections towards the Nationwide Bailard's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Nationwide Bailard Technology, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Nationwide Bailard within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.2 | |
β | Beta against Dow Jones | -0.07 | |
σ | Overall volatility | 2.12 | |
Ir | Information ratio | -0.14 |
Nationwide Bailard Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Nationwide Bailard for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Nationwide Bailard can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Nationwide Bailard generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Andreessen Horowitz raises 15 billion, doubling down on AI and defense startups - Reuters | |
| The fund maintains 99.22% of its assets in stocks |
Nationwide Bailard Fundamentals Growth
Nationwide Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nationwide Bailard, and Nationwide Bailard fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nationwide Mutual Fund performance.
| Price To Earning | 20.84 X | |||
| Price To Book | 3.79 X | |||
| Price To Sales | 2.46 X | |||
| Total Asset | 200.7 M | |||
About Nationwide Bailard Performance
Evaluating Nationwide Bailard's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nationwide Bailard has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Nationwide Bailard has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will, under normal market conditions, invest its assets primarily in common stocks located in the United States and abroad that the subadviser believes have superior sales and earnings growth potential, but at a reasonable price.Things to note about Nationwide Bailard performance evaluation
Checking the ongoing alerts about Nationwide Bailard for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nationwide Bailard help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nationwide Bailard generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Andreessen Horowitz raises 15 billion, doubling down on AI and defense startups - Reuters | |
| The fund maintains 99.22% of its assets in stocks |
- Analyzing Nationwide Bailard's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nationwide Bailard's stock is overvalued or undervalued compared to its peers.
- Examining Nationwide Bailard's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Nationwide Bailard's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nationwide Bailard's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nationwide Bailard's mutual fund. These opinions can provide insight into Nationwide Bailard's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nationwide Mutual Fund
Nationwide Bailard financial ratios help investors to determine whether Nationwide Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nationwide with respect to the benefits of owning Nationwide Bailard security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |