Nationwide Fund Class Fund Manager Performance Evaluation
| GNWRX Fund | USD 33.17 0.34 1.01% |
The fund secures a Beta (Market Risk) of 0.86, which conveys possible diversification benefits within a given portfolio. Nationwide Fund returns are very sensitive to returns on the market. As the market goes up or down, Nationwide Fund is expected to follow.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Nationwide Fund Class are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Nationwide Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3000 |
Nationwide |
Nationwide Fund Relative Risk vs. Return Landscape
If you would invest 3,275 in Nationwide Fund Class on August 21, 2025 and sell it today you would earn a total of 42.00 from holding Nationwide Fund Class or generate 1.28% return on investment over 90 days. Nationwide Fund Class is currently producing 0.0222% returns and takes up 0.6846% volatility of returns over 90 trading days. Put another way, 6% 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 Fund Current Valuation
Fairly Valued
Today
Please note that Nationwide Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nationwide Fund Class secures a last-minute Real Value of $33.32 per share. The latest price of the fund is $33.17. We determine the value of Nationwide Fund Class 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 Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nationwide Mutual Fund. However, Nationwide Fund'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 33.17 | Real 33.32 | Hype 32.95 |
The intrinsic value of Nationwide Fund'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 Fund'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 Fund Class 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 Fund more accurately as focusing exclusively on Nationwide Fund's fundamentals will not take into account other important factors: Nationwide Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nationwide Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nationwide Fund Class, and traders can use it to determine the average amount a Nationwide Fund's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0325
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GNWRX |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Nationwide Fund is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Nationwide Fund by adding it to a well-diversified portfolio.
Nationwide Fund Fundamentals Growth
Nationwide Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nationwide Fund, and Nationwide Fund 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 | 2.29 X | ||||
| Price To Book | 2.70 X | ||||
| Price To Sales | 1.95 X | ||||
| Total Asset | 1.31 B | ||||
About Nationwide Fund Performance
Evaluating Nationwide Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nationwide Fund 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 Fund 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.
Under normal circumstances, the fund invests its assets in a portfolio of equity securities, primarily common stocks of large-cap U.S. companies. The advisor makes market capitalization determinations with respect to a security at the time it purchases such security. Some of the companies in which the fund invests may be located outside of the United States.Things to note about Nationwide Fund Class performance evaluation
Checking the ongoing alerts about Nationwide Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nationwide Fund Class help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt. - Barrons | |
| The fund retains 99.35% of its assets under management (AUM) in equities |
- Analyzing Nationwide Fund'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 Fund's stock is overvalued or undervalued compared to its peers.
- Examining Nationwide Fund'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 Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nationwide Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nationwide Fund's mutual fund. These opinions can provide insight into Nationwide Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nationwide Mutual Fund
Nationwide Fund 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 Fund security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device |