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NSDMX: NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 9.33 0.01(0.11%) July 10
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 06/26/2000 |
| Last Dividend Date: | 03/13/2025 |
| 12-Mo. Yield | 11.77% |
| Expenses | 0.84% |
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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 06/26/2000 |
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(%) | 0.3 | 5.9 | 9.0 | 8.2 | 5.6 | 5.4 | 6.5 | 4.3 | 3.9 | -2.6 | 10.7 | -17.9 | 9.0 | 10.9 | 19.8 | -6.6 | 13.6 | 7.8 | -1.6 | 4.2 | 15.5 | 11.0 | -0.1 | 10.3 | 18.1 | -31.8 | -2.4 | 13.2 | 5.4 | 10.0 | 18.0 | -9.6 | -4.7 | -2.6 |
| Sharpe Ratio | NA | 0.71 | 0.56 | 0.44 | 0.3 | 0.33 | NA | NA | 0.22 | -0.65 | 0.7 | -1.27 | 1.03 | 0.43 | 2.39 | -0.82 | 3.08 | 0.87 | -0.19 | 0.45 | 2.18 | 1.36 | -0.01 | 0.9 | 1.09 | -1.3 | -0.54 | 1.31 | 0.53 | 1.27 | 1.96 | -0.85 | -0.64 | -0.89 |
| Draw Down(%) | NA | 10.0 | 10.3 | 12.2 | 23.8 | 26.4 | NA | NA | 46.0 | 14.3 | 8.2 | 21.6 | 4.1 | 26.4 | 4.2 | 13.3 | 1.5 | 6.7 | 8.5 | 5.6 | 5.1 | 6.7 | 13.3 | 9.1 | 16.8 | 33.7 | 6.2 | 6.4 | 4.1 | 5.1 | 8.0 | 18.5 | 16.8 | 8.6 |
| Standard Deviation(%) | NA | 12.3 | 10.6 | 10.7 | 12.3 | 12.0 | NA | NA | 12.0 | 14.1 | 9.4 | 15.3 | 8.7 | 24.9 | 7.7 | 9.7 | 4.2 | 8.8 | 8.4 | 9.4 | 7.1 | 8.1 | 14.8 | 11.4 | 16.5 | 25.0 | 10.0 | 7.6 | 6.1 | 7.1 | 8.8 | 12.6 | 11.3 | 10.3 |
| Treynor Ratio | NA | 0.11 | 0.07 | 0.05 | 0.04 | 0.04 | NA | NA | 0.03 | -0.12 | 0.07 | -0.21 | 0.1 | 0.11 | 0.18 | -0.08 | 0.13 | 0.07 | -0.02 | 0.05 | 0.15 | 0.1 | 0.0 | 0.1 | 0.18 | -0.34 | -0.06 | 0.11 | 0.04 | 0.18 | 0.37 | -0.12 | -0.08 | -0.12 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.05 | -0.03 | 0.01 | 0.0 | 0.02 | 0.03 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.82 | 0.85 | 0.9 | 0.94 | 0.96 | NA | NA | 0.94 | 0.77 | 0.87 | 0.93 | 0.92 | 1.0 | 1.05 | 0.97 | 0.97 | 1.07 | 0.93 | 0.93 | 1.02 | 1.07 | 1.08 | 1.05 | 0.97 | 0.97 | 0.98 | 0.91 | 0.89 | 0.5 | 0.47 | 0.87 | 0.88 | 0.77 |
| RSquared | NA | 0.97 | 0.96 | 0.92 | 0.74 | 0.82 | NA | NA | 0.82 | 0.27 | 0.78 | 0.96 | 0.8 | 0.7 | 0.93 | 0.96 | 0.85 | 0.91 | 0.93 | 0.43 | 0.96 | 0.94 | 0.98 | 0.95 | 0.95 | 0.84 | 0.8 | 0.63 | 0.89 | 0.25 | 0.24 | 0.91 | 0.94 | 0.89 |
| Yield(%) | N/A | 0.1 | 11.7 | 5.7 | 5.1 | 6.0 | 6.5 | 4.5 | N/A | 12.7 | 2.6 | 1.1 | 3.4 | 5.3 | 8.8 | 10.0 | 8.7 | 8.6 | 8.5 | 5.6 | 5.2 | 2.4 | 2.2 | 2.0 | 1.4 | 0.0 | 0.3 | 3.5 | 3.4 | 2.1 | 0.9 | 1.9 | 1.7 | 1.4 |
| Dividend Growth(%) | N/A | -99.4 | 431.9 | -4.3 | -46.1 | 159.9 | N/A | N/A | N/A | 430.0 | 91.5 | -66.1 | -33.2 | -32.2 | -27.7 | 22.2 | 1.6 | -10.3 | 50.5 | 15.6 | 138.0 | 4.7 | 22.7 | 65.4 | N/A | -100.0 | -91.6 | 6.8 | 74.1 | 168.1 | -56.9 | 1.8 | 17.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2000
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