Nationwide Fund Class Fund Manager Performance Evaluation

NWFAX Fund  USD 30.35  0.12  0.40%   
NATIONWIDE FUND has performed against its sector and the broad market over time. Across the 3 months window, NATIONWIDE FUND shows an expected return of 0.0734% and pays a 0.3% yield.
Risk-Adjusted Performance
0High
6 · Contained
On a recent 90-day basis, Nationwide Fund Class sits below 6% of comparable funds and fund portfolios in risk-adjusted performance. Return quality should be judged alongside the volatility required to produce it. NATIONWIDE FUND is delivering weak return efficiency relative to its risk profile, with recent data suggesting continued pressure on shareholder returns. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 2,908 in Nationwide Fund Class on February 7, 2026 and sold it today, you would have earned $ 127.00 , a return of 4.37% over 90 days. Nationwide Fund Class is currently producing a 0.0734% return and carries 0.9549% volatility of returns over 90 trading days. Stated differently, NATIONWIDE FUND is more volatile than roughly 92% of traded mutual funds, and NWFAX is outperformed by 99% of traded instruments in expected return over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary evaluates how the instrument behaves against its benchmark. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Based on a 90-day horizon, NWFAX generates 1.03 times more return on investment than the market. However, NWFAX is 1.03 times more volatile than its market benchmark. Its risk-adjusted efficiency stands at about 0.08% per unit of risk. Dow Jones Industrial is currently generating roughly -0.01% per unit of risk.

Target Price Odds to finish over Current Price

Some market participants monitor whether NATIONWIDE FUND Mutual Fund is trading materially away from its historical valuation range. Closed-end funds and specialized market segments can remain disconnected from intrinsic value estimates for extended periods.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
30.35 90 days 30.35
under 4%
Based on a normal probability distribution, the odds of NATIONWIDE FUND moving above the current price in 90 days from now are under 4%. Over this horizon, the return distribution for this fund has leaned toward above-current outcomes historically. (The density curve centers on the price range the market has recently treated as most probable for NATIONWIDE FUND Mutual Fund over the next 90 days).
Based on a 90-day horizon, Nationwide Fund Class has a beta of -0.11. This indicates that as returns on the benchmark increase, returns on NATIONWIDE FUND tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Nationwide Fund Class tends to outperform the market. Additionally, Nationwide Fund Class has an alpha of 0.0436, implying that it can generate a 0.0436 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   NATIONWIDE FUND Price Density   
       Price  

Predictive Modules for NATIONWIDE FUND

Numerous approaches exist for forecasting the fund market and estimating future values of Nationwide Fund Class. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making.
Experienced market participants anticipate that NATIONWIDE FUND's price will even out over time. Periods when NATIONWIDE FUND's deviates significantly from its historical mean may warrant further fundamental analysis.
Sentiment
Range
LowSentimentHigh
29.4030.3531.30
Details
Intrinsic
Valuation
LowIntrinsicHigh
26.1127.0633.39
Details
Naive
Forecast
LowNextHigh
28.5629.5130.46
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
28.1529.5430.93
Details
Competitive analysis for NATIONWIDE FUND compares its financial performance and valuation metrics against sector peers. Cross-sectional comparison separates idiosyncratic performance from sector-level dynamics.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the mutual fund market, and NATIONWIDE FUND is no exception. NATIONWIDE FUND has experienced periods of rapid price declines followed by equally strong recoveries.
α
Alpha over Dow Jones
0.04
β
Beta against Dow Jones-0.11
σ
Overall volatility
0.99
Ir
Information ratio 0.05

NATIONWIDE FUND Fundamentals Growth

NATIONWIDE FUND Mutual Fund prices reflect investors' perceptions of NATIONWIDE FUND's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape NATIONWIDE FUND Mutual Fund market performance.

Performance Metrics & Calculation Methodology

Return quality for NATIONWIDE FUND measures how stable NAV growth has been across rolling measurement windows. Consistent positive returns across rolling windows support confidence in structural performance patterns.

Nationwide Fund Class data is compiled from fund disclosures and market reference feeds and standardized for comparability. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board