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NDAAX: NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (MUTUAL FUND)
Basic Info 9.68 0.02(0.21%) July 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 12/28/2000 |
| Last Dividend Date: | 06/12/2025 |
| 12-Mo. Yield | 16.47% |
| Expenses | 0.50% |
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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 12/28/2000 |
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(%) | 0.4 | 7.6 | 11.7 | 12.2 | 9.7 | 7.5 | 9.1 | 6.0 | 5.2 | -3.5 | 15.1 | -20.5 | 13.9 | 13.4 | 26.1 | -10.4 | 19.9 | 10.2 | -2.5 | 4.9 | 26.3 | 16.1 | -4.0 | 13.9 | 26.9 | -42.9 | -2.6 | 19.0 | 7.9 | 15.5 | 29.4 | -18.4 | -11.4 | -0.7 |
| Sharpe Ratio | NA | 0.74 | 0.57 | 0.58 | 0.48 | 0.36 | NA | NA | 0.22 | -0.5 | 0.83 | -0.98 | 1.07 | 0.4 | 2.16 | -0.82 | 3.0 | 0.74 | -0.2 | 0.37 | 2.35 | 1.2 | -0.16 | 0.73 | 0.99 | -1.09 | -0.35 | 1.35 | 0.59 | 1.3 | 1.98 | -0.98 | -0.8 | NA |
| Draw Down(%) | NA | 15.8 | 15.8 | 15.8 | 28.9 | 36.3 | NA | NA | 61.3 | 19.2 | 11.2 | 26.2 | 6.1 | 36.3 | 6.6 | 19.7 | 2.1 | 10.8 | 12.6 | 8.7 | 7.0 | 11.5 | 22.2 | 15.2 | 27.0 | 49.1 | 9.9 | 10.8 | 6.8 | 7.8 | 13.4 | 29.7 | 27.5 | 0.7 |
| Standard Deviation(%) | NA | 19.3 | 16.5 | 15.6 | 16.0 | 17.1 | NA | NA | 18.4 | 20.0 | 13.3 | 22.4 | 12.9 | 33.0 | 11.4 | 14.3 | 6.5 | 13.4 | 12.9 | 13.1 | 11.2 | 13.4 | 24.6 | 18.8 | 27.0 | 39.9 | 16.0 | 11.7 | 9.7 | 11.2 | 14.5 | 19.9 | 17.5 | 0.0 |
| Treynor Ratio | NA | 0.18 | 0.12 | 0.11 | 0.09 | 0.07 | NA | NA | 0.04 | -0.12 | 0.12 | -0.25 | 0.15 | 0.14 | 0.28 | -0.14 | 0.22 | 0.1 | -0.03 | 0.06 | 0.27 | 0.16 | -0.04 | 0.14 | 0.28 | -0.46 | -0.06 | 0.17 | 0.07 | 0.28 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.0 | -0.02 | -0.02 | -0.02 | NA | NA | -0.01 | -0.09 | -0.03 | -0.02 | -0.03 | -0.02 | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | -0.05 | -0.03 | 0.02 | 0.01 | 0.04 | NA | NA | NA | NA |
| Beta | NA | 0.78 | 0.8 | 0.85 | 0.86 | 0.88 | NA | NA | 0.92 | 0.84 | 0.9 | 0.88 | 0.9 | 0.92 | 0.89 | 0.81 | 0.88 | 0.98 | 0.81 | 0.84 | 0.98 | 1.02 | 1.03 | 1.01 | 0.96 | 0.94 | 0.94 | 0.93 | 0.86 | 0.51 | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.95 | 0.9 | 0.91 | 0.93 | NA | NA | 0.8 | 0.32 | 0.82 | 0.94 | 0.87 | 0.96 | 0.94 | 0.95 | 0.83 | 0.93 | 0.93 | 0.54 | 0.95 | 0.96 | 0.98 | 0.95 | 0.95 | 0.94 | 0.87 | 0.65 | 0.82 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 16.4 | 7.6 | 6.9 | 7.7 | 9.2 | 5.9 | N/A | 18.0 | 1.9 | 0.8 | 4.3 | 6.1 | 14.0 | 11.1 | 15.5 | 10.6 | 7.5 | 6.5 | 3.6 | 3.3 | 1.7 | 1.6 | 4.1 | 0.0 | 0.0 | 3.3 | 4.1 | 1.8 | 0.7 | 1.0 | 0.3 | 0.9 |
| Dividend Growth(%) | N/A | -98.4 | 1041.9 | -5.8 | -47.9 | 231.9 | N/A | N/A | N/A | 980.6 | 93.8 | -80.2 | -26.5 | -50.8 | -2.3 | -24.3 | 47.7 | 25.7 | 13.8 | 113.4 | 22.7 | 82.0 | 24.0 | -52.7 | N/A | N/A | -100.0 | -13.8 | 150.3 | 235.6 | -44.4 | 200.0 | -65.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2000
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