Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GRMSX (NATIONWIDE S&P 500 INDEX FUND SERVICE CLASS) 10.08% 25.40% 20.37% 12.15% 14.57% NA NA
Data as of 06/16/2026, Common starting date is 03/06/2014
More Performance Analytics Comparison
Name Start Date End Date
GRMSX (NATIONWIDE S&P 500 INDEX FUND SERVICE CLASS) 03/06/2014 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 1.73 25.40 20.37 12.15 14.57 NA NA 10.08 17.29 24.27 25.54 -18.92 22.69 17.79 30.78 -4.05 21.20 11.33 0.68 10.42
Sharpe Ratio NA 1.71 1.16 0.55 0.70 NA NA 1.31 0.78 1.63 1.69 -0.85 1.71 0.50 2.34 -0.32 3.05 0.84 0.04 0.44
Standard Deviation(%) NA 12.39 14.93 16.97 18.15 NA NA 14.09 18.66 12.68 13.08 24.16 13.24 34.66 12.52 17.09 6.76 13.15 15.53 28.95
Draw Down(%) NA 8.96 18.84 26.57 33.86 NA NA 8.96 18.84 8.49 10.09 24.82 5.37 33.86 6.65 18.71 2.66 10.30 12.10 4.95
Yield(%) 0.00 5.25 3.81 2.66 6.08 5.04 3.78 0.08 5.56 3.05 1.37 0.87 0.86 1.32 7.55 14.83 7.44 7.69 10.70 4.96
Data as of 06/16/2026, Common starting date is 03/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GRMSX (NATIONWIDE S&P 500 INDEX FUND SERVICE CLASS) 4.85%
Mar 2017 – Mar 2020
6.31%
Mar 2015 – Mar 2020
11.26%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GRMSX (NATIONWIDE S&P 500 INDEX FUND SERVICE CLASS) 24.03%
Sep 2022 – Sep 2025
18.49%
Oct 2016 – Oct 2021
14.58%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return