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NADMX: NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (MUTUAL FUND)
Basic Info 9.34 0.01(0.11%) July 08
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 06/26/2000 |
| Last Dividend Date: | 06/12/2025 |
| 12-Mo. Yield | 2.91% |
| Expenses | 0.84% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 5.5 | -1.2 | 4.7 | 3.9 | 4.4 | 5.9 | 3.9 | 3.5 | -0.3 | 10.9 | -18.0 | 9.2 | 10.9 | 20.0 | -6.7 | 13.7 | 7.8 | -1.5 | 4.2 | 15.6 | 11.0 | 0.0 | 10.4 | 18.0 | -31.8 | -2.5 | 13.3 | 5.5 | 10.1 | 18.2 | -9.5 | -4.9 | -2.6 |
| Sharpe Ratio | NA | 0.77 | -0.25 | 0.13 | 0.16 | 0.26 | NA | NA | 0.19 | -0.56 | 0.72 | -1.27 | 1.06 | 0.5 | 2.39 | -0.83 | 3.08 | 0.87 | -0.19 | 0.45 | 2.17 | 1.36 | 0.0 | 0.91 | 1.08 | -1.3 | -0.54 | 1.33 | 0.53 | 1.29 | 1.94 | -0.84 | -0.65 | -0.9 |
| Draw Down(%) | NA | 10.0 | 18.4 | 18.4 | 23.8 | 26.5 | NA | NA | 46.0 | 12.3 | 8.1 | 21.6 | 4.1 | 26.5 | 4.2 | 13.2 | 1.4 | 6.7 | 8.4 | 5.6 | 5.1 | 6.6 | 13.3 | 9.2 | 16.8 | 33.7 | 6.3 | 6.3 | 4.1 | 5.0 | 8.0 | 18.3 | 16.9 | 8.7 |
| Standard Deviation(%) | NA | 12.4 | 14.2 | 12.0 | 11.6 | 11.7 | NA | NA | 11.9 | 12.3 | 9.3 | 15.3 | 8.7 | 21.2 | 7.8 | 9.6 | 4.3 | 8.7 | 8.4 | 9.4 | 7.2 | 8.1 | 14.9 | 11.3 | 16.5 | 25.0 | 10.2 | 7.6 | 6.2 | 7.1 | 9.0 | 12.6 | 11.3 | 10.3 |
| Treynor Ratio | NA | 0.11 | -0.04 | 0.02 | 0.02 | 0.03 | NA | NA | 0.02 | -0.09 | 0.08 | -0.21 | 0.1 | 0.11 | 0.18 | -0.08 | 0.13 | 0.07 | -0.02 | 0.05 | 0.15 | 0.1 | 0.0 | 0.1 | 0.18 | -0.34 | -0.06 | 0.11 | 0.04 | 0.19 | 0.28 | -0.12 | -0.08 | -0.12 |
| Alpha | NA | 0.01 | -0.04 | -0.02 | -0.02 | -0.01 | NA | NA | -0.01 | -0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.05 | -0.03 | 0.01 | 0.0 | 0.02 | 0.02 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.83 | 0.84 | 0.89 | 0.91 | 0.96 | NA | NA | 0.95 | 0.76 | 0.87 | 0.93 | 0.91 | 1.01 | 1.06 | 0.96 | 0.98 | 1.07 | 0.93 | 0.93 | 1.02 | 1.08 | 1.08 | 1.05 | 0.98 | 0.97 | 1.0 | 0.92 | 0.9 | 0.49 | 0.62 | 0.87 | 0.88 | 0.78 |
| RSquared | NA | 0.97 | 0.55 | 0.73 | 0.8 | 0.88 | NA | NA | 0.85 | 0.35 | 0.78 | 0.95 | 0.79 | 0.97 | 0.93 | 0.96 | 0.85 | 0.92 | 0.93 | 0.42 | 0.96 | 0.95 | 0.98 | 0.96 | 0.95 | 0.84 | 0.8 | 0.64 | 0.89 | 0.23 | 0.41 | 0.91 | 0.94 | 0.9 |
| Yield(%) | N/A | 0.4 | 2.9 | 2.4 | 3.3 | 5.3 | 5.9 | 4.1 | N/A | 3.0 | 2.7 | 1.1 | 3.5 | 5.4 | 8.8 | 10.0 | 8.7 | 8.6 | 8.5 | 5.6 | 5.3 | 3.1 | 2.3 | 1.9 | 0.4 | 0.0 | 0.3 | 3.5 | 3.5 | 2.2 | 1.0 | 2.0 | 1.4 | 1.4 |
| Dividend Growth(%) | N/A | -85.2 | 25.8 | -59.4 | -65.6 | 124.8 | N/A | N/A | N/A | 19.0 | 89.9 | -65.1 | -32.6 | -31.8 | -27.5 | 21.9 | 1.6 | -10.0 | 50.5 | 13.6 | 82.7 | 32.4 | 30.6 | 448.4 | N/A | -100.0 | -90.8 | 6.4 | 69.6 | 158.2 | -57.1 | 43.8 | -7.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2000
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