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NDMAX: NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (MUTUAL FUND)
Basic Info 9.83 0.09(0.92%) July 23
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 09/25/2000 |
| Last Dividend Date: | 06/12/2025 |
| 12-Mo. Yield | 14.50% |
| Expenses | 0.90% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/25/2000 |
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(%) | 1.9 | 8.6 | 11.3 | 10.3 | 7.8 | 6.7 | 8.0 | 5.5 | 4.8 | -3.1 | 13.0 | -19.9 | 12.3 | 12.9 | 24.0 | -8.7 | 17.7 | 9.3 | -2.2 | 4.6 | 21.7 | 14.0 | -2.2 | 12.5 | 23.6 | -38.2 | -1.7 | 16.5 | 7.1 | 13.1 | 24.5 | -14.4 | -8.7 | -3.7 |
| Sharpe Ratio | NA | 0.67 | 0.5 | 0.54 | 0.4 | 0.35 | NA | NA | 0.22 | -0.55 | 0.75 | -1.11 | 1.11 | 0.45 | 2.3 | -0.82 | 3.01 | 0.78 | -0.2 | 0.4 | 2.31 | 1.26 | -0.11 | 0.8 | 1.06 | -1.18 | -0.35 | 1.34 | 0.62 | 1.31 | 2.03 | -0.93 | -0.76 | -1.08 |
| Draw Down(%) | NA | 13.3 | 13.3 | 14.2 | 26.7 | 32.6 | NA | NA | 54.6 | 17.2 | 10.0 | 24.5 | 5.2 | 32.6 | 5.4 | 17.1 | 1.9 | 9.3 | 11.1 | 7.5 | 6.4 | 9.4 | 18.4 | 12.3 | 22.6 | 42.8 | 8.3 | 9.0 | 5.5 | 6.4 | 11.1 | 24.8 | 23.0 | 7.9 |
| Standard Deviation(%) | NA | 15.7 | 13.7 | 13.4 | 13.7 | 14.6 | NA | NA | 15.4 | 17.6 | 11.6 | 19.3 | 11.1 | 27.9 | 9.8 | 12.2 | 5.7 | 11.7 | 11.3 | 11.5 | 9.4 | 11.2 | 20.3 | 15.4 | 22.3 | 32.9 | 13.3 | 9.9 | 8.0 | 9.3 | 11.7 | 16.7 | 14.7 | 16.0 |
| Treynor Ratio | NA | 0.1 | 0.06 | 0.06 | 0.05 | 0.04 | NA | NA | 0.03 | -0.1 | 0.08 | -0.18 | 0.1 | 0.1 | 0.17 | -0.08 | 0.13 | 0.06 | -0.02 | 0.04 | 0.16 | 0.1 | -0.01 | 0.09 | 0.18 | -0.29 | -0.04 | 0.11 | 0.04 | 0.19 | 0.3 | -0.14 | -0.1 | -0.18 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.05 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | -0.05 | -0.03 | 0.01 | 0.01 | 0.02 | 0.03 | -0.01 | -0.02 | 0.0 |
| Beta | NA | 1.08 | 1.1 | 1.13 | 1.15 | 1.24 | NA | NA | 1.25 | 0.95 | 1.08 | 1.16 | 1.18 | 1.32 | 1.33 | 1.22 | 1.31 | 1.43 | 1.25 | 1.27 | 1.34 | 1.48 | 1.48 | 1.42 | 1.31 | 1.34 | 1.34 | 1.19 | 1.15 | 0.63 | 0.78 | 1.13 | 1.13 | 0.98 |
| RSquared | NA | 0.97 | 0.96 | 0.91 | 0.91 | 0.93 | NA | NA | 0.88 | 0.27 | 0.77 | 0.94 | 0.81 | 0.97 | 0.93 | 0.95 | 0.85 | 0.92 | 0.92 | 0.54 | 0.95 | 0.94 | 0.97 | 0.94 | 0.95 | 0.92 | 0.85 | 0.64 | 0.87 | 0.23 | 0.39 | 0.88 | 0.91 | 0.9 |
| Yield(%) | N/A | 0.2 | 14.5 | 6.7 | 6.1 | 7.1 | 8.0 | 5.5 | N/A | 15.8 | 2.3 | 1.0 | 4.0 | 6.0 | 13.1 | 11.6 | 12.9 | 9.6 | 7.7 | 5.8 | 4.4 | 2.8 | 2.3 | 2.1 | 3.3 | 0.0 | 0.1 | 3.4 | 3.6 | 1.9 | 0.8 | 1.4 | 0.7 | 1.0 |
| Dividend Growth(%) | N/A | -98.6 | 712.0 | -12.2 | -49.1 | 208.8 | N/A | N/A | N/A | 661.1 | 85.6 | -73.7 | -29.4 | -48.9 | -10.5 | -5.2 | 35.7 | 10.2 | 31.6 | 50.9 | 73.7 | 18.4 | 20.5 | -21.8 | N/A | -100.0 | -98.0 | -0.9 | 106.0 | 189.7 | -51.3 | 85.9 | -32.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/25/2000
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