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NDMAX: NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (MUTUAL FUND)
Basic Info 9.91 0.05(0.51%) May 09
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (60%) |
Start Date: | 09/25/2000 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 6.61% |
Expenses | 0.90% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/29/2001 |
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(%) | 2.2 | 5.3 | 18.0 | 2.4 | 7.9 | 6.9 | 8.9 | 5.8 | 5.3 | 10.7 | -17.5 | 14.9 | 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 | 0.87 | 1.31 | 0.0 | 0.32 | 0.39 | NA | NA | 0.23 | 0.53 | -0.97 | 1.13 | 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 | 4.9 | 10.0 | 27.5 | 32.6 | 32.6 | NA | NA | 54.6 | 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 | 9.9 | 10.2 | 14.8 | 17.6 | 14.6 | NA | NA | 15.6 | 12.4 | 19.6 | 13.1 | 27.8 | 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 | 0.07 | 0.11 | 0.0 | 0.04 | 0.04 | NA | NA | 0.03 | 0.06 | -0.16 | 0.13 | 0.1 | 0.17 | -0.08 | 0.13 | 0.06 | -0.02 | 0.04 | 0.16 | 0.09 | -0.01 | 0.09 | 0.18 | -0.29 | -0.04 | 0.11 | 0.04 | 0.19 | 0.31 | -0.13 | -0.1 | -0.17 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | -0.04 | 0.01 | -0.01 | -0.03 | -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 | 0.03 | 0.03 | -0.01 | -0.02 | 0.01 |
Beta | NA | 1.16 | 1.16 | 1.17 | 1.24 | 1.25 | NA | NA | 1.26 | 1.08 | 1.17 | 1.19 | 1.31 | 1.33 | 1.22 | 1.31 | 1.43 | 1.25 | 1.27 | 1.34 | 1.49 | 1.48 | 1.42 | 1.31 | 1.34 | 1.34 | 1.19 | 1.15 | 0.63 | 0.77 | 1.15 | 1.13 | 1.01 |
RSquared | NA | 0.96 | 0.94 | 0.83 | 0.91 | 0.89 | NA | NA | 0.87 | 0.64 | 0.92 | 0.57 | 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 | 0.65 | 0.87 | 0.23 | 0.38 | 0.92 | 0.91 | 0.93 |
Yield(%) | N/A | 0.0 | 6.6 | 4.8 | 6.8 | 7.1 | 9.0 | 5.8 | N/A | 7.0 | 3.0 | 6.4 | 6.0 | 13.1 | 11.6 | 12.8 | 9.6 | 7.8 | 5.9 | 4.4 | 2.8 | 2.3 | 2.2 | 3.2 | 0.0 | 0.1 | 3.3 | 3.6 | 1.9 | 0.8 | 1.4 | 0.5 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 80.4 | -46.3 | -35.9 | 280.1 | N/A | N/A | N/A | 84.4 | -49.2 | 12.5 | -49.1 | -10.6 | -4.7 | 35.8 | 9.2 | 31.8 | 53.5 | 72.0 | 19.0 | 16.7 | -18.2 | N/A | -100.0 | -97.1 | -2.9 | 105.9 | 183.3 | -50.0 | 140.0 | -44.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/2001
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