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NLVBX: Nationwide Large Cap Value B (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2000 |
| Last Dividend Date: | 12/27/2010 |
| 12-Mo. Yield | 0.12% |
| Expenses | - |
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Performance Analytics (As of 04/04/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/29/2000 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 11.5 | -2.0 | -2.7 | 2.3 | 1.6 | 6.7 | 11.5 | 17.0 | -35.4 | -14.7 | 20.9 | 6.6 | 15.2 | 27.4 | -14.4 | -5.6 | 0.0 |
| Sharpe Ratio | NA | 0.58 | -0.07 | -0.14 | 0.04 | 0.01 | 3.03 | 0.56 | 0.55 | -0.85 | -0.87 | 0.79 | 0.39 | 1.29 | 1.67 | -0.64 | -0.48 | NA |
| Draw Down(%) | NA | 18.7 | 54.7 | 66.8 | 66.8 | 66.8 | 2.9 | 18.7 | 32.4 | 46.9 | 21.6 | 13.2 | 7.8 | 8.2 | 14.8 | 30.2 | 22.3 | 0.0 |
| Standard Deviation(%) | NA | 19.6 | 32.3 | 29.3 | 24.0 | 23.3 | 9.5 | 20.6 | 31.0 | 42.6 | 20.4 | 22.3 | 11.3 | 11.1 | 16.0 | 24.3 | 16.9 | 0.0 |
| Treynor Ratio | NA | 0.11 | -0.02 | -0.04 | 0.01 | 0.0 | 0.81 | 0.1 | 0.17 | -0.37 | -0.19 | 0.14 | 0.04 | 0.14 | 0.29 | -0.18 | -0.1 | 1.0 |
| Alpha | NA | -0.03 | -0.05 | -0.06 | -0.04 | -0.01 | 0.06 | -0.01 | -0.01 | 0.0 | -0.06 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.02 | NA |
| Beta | NA | 1.02 | 0.99 | 0.99 | 0.97 | 0.95 | 0.36 | 1.11 | 0.98 | 0.97 | 0.94 | 1.22 | 1.05 | 1.02 | 0.93 | 0.88 | 0.81 | NA |
| RSquared | NA | 0.89 | 0.98 | 0.85 | 0.87 | 0.88 | 0.23 | 0.99 | 0.99 | 0.99 | 0.63 | 0.26 | 0.97 | 0.97 | 0.98 | 0.98 | 0.93 | 0.0 |
| Yield(%) | N/A | 0.1 | 0.1 | 3.1 | 3.2 | N/A | 0.0 | 0.1 | 0.2 | 0.0 | 0.1 | 16.1 | 5.2 | 0.5 | 0.6 | 0.2 | 3.9 | 0.0 |
| Dividend Growth(%) | N/A | -8.3 | -99.2 | 74.1 | N/A | N/A | -100.0 | -8.3 | N/A | -100.0 | -99.2 | 221.5 | 1204.0 | -7.4 | 145.5 | -94.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2000
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See LARGE VALUE Asset Class Trend Rankings |
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