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NIFAX: NATIONWIDE INFLATION-PROTECTED SECURITIES FUND CLASS A (MUTUAL FUND)
Basic Info 8.9 0(0.0%) March 28
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (2%) |
Start Date: | 09/18/2012 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 3.36% |
Expenses | 0.72% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/18/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | -0.1 | 0.6 | -1.4 | 1.9 | 1.9 | 1.1 | 3.3 | -12.5 | 4.7 | 10.7 | 10.7 | -1.9 | 2.6 | 4.2 | -2.2 | 3.3 | -8.3 | 0.5 |
Sharpe Ratio | NA | -1.01 | -0.66 | -0.53 | 0.04 | 0.15 | 0.03 | -0.15 | -1.64 | 1.02 | 1.42 | 2.22 | -0.99 | 0.55 | 0.92 | -0.4 | 0.78 | -1.56 | 0.44 |
Draw Down(%) | NA | 2.2 | 6.4 | 15.2 | 15.2 | 15.2 | 15.2 | 6.4 | 14.4 | 3.1 | 9.8 | 2.4 | 3.3 | 2.0 | 4.6 | 5.4 | 3.4 | 10.0 | 1.6 |
Standard Deviation(%) | NA | 4.9 | 6.0 | 6.8 | 6.5 | 5.5 | 5.4 | 6.7 | 8.5 | 4.6 | 7.3 | 4.2 | 3.2 | 3.6 | 4.4 | 5.6 | 4.2 | 5.3 | 3.9 |
Treynor Ratio | NA | -0.05 | -0.04 | -0.04 | 0.0 | 0.01 | 0.0 | -0.01 | -0.15 | 0.05 | 0.11 | 0.11 | -0.03 | 0.02 | 0.04 | -0.02 | 0.04 | -0.1 | 0.02 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.97 | 0.98 | 0.94 | 0.94 | 0.93 | 0.92 | 0.98 | 0.92 | 0.95 | 0.93 | 0.87 | 0.92 | 0.92 | 0.9 | 0.95 | 0.89 | 0.86 | 0.88 |
RSquared | NA | 0.94 | 0.96 | 0.92 | 0.88 | 0.87 | 0.87 | 0.97 | 0.9 | 0.87 | 0.82 | 0.65 | 0.75 | 0.83 | 0.85 | 0.89 | 0.88 | 0.89 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2012
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