NWJTX Performance — Nationwide Loomis Short Term Bond Fund, Class C
Data updated: 2026-09-18
NWJTX returned +4.54% over one year to Jan 2024. Over one year the fund trailed its Short-Term Corporate Bond category average: $100 grew to $105, against $106 for the category. Volatility over the past 12 months was 2.20% a year. In the 12 months to Jul 2026 the fund took in a net $42.2M, and assets reached $142.31M.
NWJTX Growth of $100
What $100 invested in Nationwide Loomis Short Term Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Corporate Bond category average over the same months.
| Period | NWJTX | Category average |
|---|---|---|
| 1 year (Feb 2023 – Jan 2024) | $105 | $106 |
| 3 years (Feb 2021 – Jan 2024) | $101 | $103 |
| Since data start (Aug 2019 – Jan 2024) | $106 | $111 |
NWJTX Trailing Returns
Total returns to Jan 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +4.54% |
3- and 5-year figures withheld: disagrees with sibling classes.
NWJTX Annual Returns
Calendar-year total returns of Nationwide Loomis Short Term Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Jan) | +0.51% |
| 2023 | +5.51% |
| 2022 | −4.28% |
| 2021 | −1.00% |
| 2020 | +4.29% |
| 2019 (Aug–Dec) | +1.26% |
NWJTX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +0.5% | — | — | — | — | — | — | — | — | — | — | — |
| 2023 | +1.4% | −0.7% | +0.7% | +0.4% | −0.1% | −0.1% | +0.6% | +0.4% | −0.1% | +0.1% | +1.4% | +1.4% |
| 2022 | −0.8% | −0.7% | −1.3% | −0.9% | +0.3% | −1.0% | +0.8% | −0.7% | −1.5% | −0.3% | +1.4% | +0.3% |
| 2021 | 0.0% | −0.1% | −0.2% | +0.1% | +0.1% | 0.0% | +0.1% | −0.1% | −0.1% | −0.4% | −0.2% | −0.1% |
| 2020 | +0.6% | +0.3% | −3.3% | +2.4% | +1.6% | +1.0% | +0.7% | +0.3% | −0.2% | +0.2% | +0.5% | +0.3% |
| 2019 | — | — | — | — | — | — | — | +0.6% | 0.0% | +0.3% | 0.0% | +0.2% |
NWJTX Risk
Risk measures from monthly returns over Feb 2023 – Jan 2024.
- 1-year volatility (annualised): 2.20%
- Best month: +1.44% (Nov 2023)
- Worst month: −0.70% (Feb 2023)
NWJTX Fund Flows
Monthly money in and out of Nationwide Loomis Short Term Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $42.2M
- 12-month gross sales (incl. reinvestments): $61.9M
- Sales ÷ redemptions: 3.15×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.0M | $2.9M | −$1.9M |
| Jun 2026 | $1.8M | $1.0M | $807K |
| May 2026 | $1.3M | $1.7M | −$344K |
| Apr 2026 | $743K | $1.2M | −$427K |
| Mar 2026 | $1.1M | $3.5M | −$2.4M |
| Feb 2026 | $1.4M | $708K | $651K |
| Jan 2026 | $46.5M | $1.4M | $45.1M |
| Dec 2025 | $544K | $2.0M | −$1.4M |
| Nov 2025 | $4.5M | $1.9M | $2.6M |
| Oct 2025 | $1.0M | $1.8M | −$747K |
| Sep 2025 | $687K | $700K | −$13K |
| Aug 2025 | $1.2M | $909K | $337K |
NWJTX Assets Under Management
Net assets of Nationwide Loomis Short Term Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $142.31M |
| 2026-04-30 | $144.48M |
| 2026-01-31 | $147.63M |
| 2025-10-31 | $101.22M |
| 2025-07-31 | $101.16M |
| 2025-04-30 | $91.16M |
| 2025-01-31 | $95.25M |
| 2024-10-31 | $98.79M |
| 2024-07-31 | $100.53M |
| 2024-04-30 | $120.17M |
| 2024-01-31 | $122.19M |
| 2023-10-31 | $133.38M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.