Nationwide Inflation Protected Securities Fund Manager Performance Evaluation

NIFIX Fund  USD 9.01  0.02  0.22%   
The fund secures a Beta (Market Risk) of 0.0849, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nationwide Inflation-protec's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nationwide Inflation-protec is expected to be smaller as well.

Risk-Adjusted Performance

Modest

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Nationwide Inflation Protected Securities are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Nationwide Inflation-protec is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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JavaScript chart by amCharts 3.21.15Nationwide Inflation-protec Nationwide Inflation-protec Dividend Benchmark Dow Jones Industrial
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01/13/2025
Expense Ratio0.3000
  

Nationwide Inflation-protec Relative Risk vs. Return Landscape

If you would invest  891.00  in Nationwide Inflation Protected Securities on November 18, 2024 and sell it today you would earn a total of  10.00  from holding Nationwide Inflation Protected Securities or generate 1.12% return on investment over 90 days. Nationwide Inflation Protected Securities is currently producing 0.0186% returns and takes up 0.2476% volatility of returns over 90 trading days. Put another way, 2% 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   
JavaScript chart by amCharts 3.21.15CashMarketNIFIX 0.00.10.20.30.40.50.60.7 -0.04-0.020.000.020.04
       Risk  
Assuming the 90 days horizon Nationwide Inflation-protec is expected to generate 2.41 times less return on investment than the market. But when comparing it to its historical volatility, the company is 2.88 times less risky than the market. It trades about 0.08 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.06 of returns per unit of risk over similar time horizon.

Nationwide Inflation-protec Current Valuation

Fairly Valued
Today
9.01
9.09.019.08.999.09.019.08.95
Please note that Nationwide Inflation-protec's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nationwide Inflation-protec secures a last-minute Real Value of $8.99 per share. The latest price of the fund is $9.01. We determine the value of Nationwide Inflation-protec 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 Inflation-protec is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nationwide Mutual Fund. However, Nationwide Inflation-protec'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  9.01 Real  8.99 Hype  9.01 Naive  8.95
The intrinsic value of Nationwide Inflation-protec'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 Inflation-protec'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.
8.99
Real Value
9.24
Upside
Estimating the potential upside or downside of Nationwide Inflation Protected Securities 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 Inflation-protec more accurately as focusing exclusively on Nationwide Inflation-protec's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.898.979.05
Details
Hype
Prediction
LowEstimatedHigh
8.769.019.26
Details
Naive
Forecast
LowNext ValueHigh
8.718.959.20
Details

Nationwide Inflation-protec Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Nationwide Inflation-protec's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nationwide Inflation Protected Securities, and traders can use it to determine the average amount a Nationwide Inflation-protec'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 = 0.0751

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsNIFIX

Estimated Market Risk

 0.25
  actual daily
2
98% of assets are more volatile

Expected Return

 0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.08
  actual daily
5
95% of assets perform better
Based on monthly moving average Nationwide Inflation-protec is performing at about 5% 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 Inflation-protec by adding it to a well-diversified portfolio.

Nationwide Inflation-protec Fundamentals Growth

Nationwide Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nationwide Inflation-protec, and Nationwide Inflation-protec 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.
Total Asset201.62 M

About Nationwide Inflation-protec Performance

Evaluating Nationwide Inflation-protec's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nationwide Inflation-protec 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 Inflation-protec 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 at least 80 percent of its net assets in fixed-income securities that are indexed or linked to the rate of inflation in the United States. It may invest up to 20 percent of its net assets in fixed-income securities that are not linked to inflation. In selecting securities, the subadviser typically maintains a dollar-weighted average portfolio maturity that is up to one year greater than or less than the dollar-weighted average portfolio maturity of the Bloomberg U.S. TIPS Index.

Things to note about Nationwide Inflation-protec performance evaluation

Checking the ongoing alerts about Nationwide Inflation-protec for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nationwide Inflation-protec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated three year return of 0.0%
Nationwide Inflation-protec maintains most of the assets in different exotic instruments.
Evaluating Nationwide Inflation-protec's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nationwide Inflation-protec's mutual fund performance include:
  • Analyzing Nationwide Inflation-protec'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 Inflation-protec's stock is overvalued or undervalued compared to its peers.
  • Examining Nationwide Inflation-protec'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 Inflation-protec's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nationwide Inflation-protec's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Nationwide Inflation-protec's mutual fund. These opinions can provide insight into Nationwide Inflation-protec's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Nationwide Inflation-protec's mutual fund performance is not an exact science, and many factors can impact Nationwide Inflation-protec's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Nationwide Mutual Fund

Nationwide Inflation-protec 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 Inflation-protec security.
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