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NWAFX: NATIONWIDE DESTINATION 2020 FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/05/2007 |
Last Dividend Date: | 06/16/2020 |
12-Mo. Yield | 6.59% |
Expenses | 0.91% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/05/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.9 | 4.6 | 5.6 | 6.5 | 3.8 | -0.9 | 16.6 | -5.7 | 12.4 | 7.2 | -1.6 | 4.1 | 13.5 | 11.9 | -2.0 | 11.9 | 23.8 | -31.0 | 1.2 |
Sharpe Ratio | NA | 0.32 | 0.41 | 0.44 | 0.69 | 0.27 | -0.13 | 2.72 | -0.84 | 3.15 | 0.81 | -0.18 | 0.62 | 1.81 | 1.52 | -0.14 | 0.94 | 1.25 | -1.23 | 0.1 |
Draw Down(%) | NA | 17.3 | 17.3 | 17.3 | 17.3 | 44.5 | 17.3 | 2.9 | 11.4 | 1.3 | 6.7 | 8.7 | 5.7 | 6.6 | 5.9 | 14.1 | 9.1 | 20.1 | 38.9 | 5.5 |
Standard Deviation(%) | NA | 12.2 | 9.1 | 8.7 | 9.1 | 12.6 | 16.9 | 5.6 | 8.4 | 3.7 | 8.6 | 8.7 | 6.6 | 7.4 | 7.9 | 14.5 | 12.5 | 19.0 | 26.0 | 12.8 |
Treynor Ratio | NA | 0.61 | 0.45 | 0.34 | 0.3 | 0.11 | -0.08 | 7.07 | -0.39 | 0.12 | 0.07 | -0.02 | 0.04 | 0.13 | 0.13 | -0.02 | 0.14 | 0.31 | -0.5 | 0.02 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | -0.01 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.07 | -0.01 |
Beta | NA | 0.06 | 0.08 | 0.11 | 0.21 | 0.32 | 0.28 | 0.02 | 0.18 | 0.96 | 1.06 | 1.02 | 1.01 | 1.03 | 0.94 | 0.94 | 0.82 | 0.75 | 0.64 | 0.84 |
RSquared | NA | 0.09 | 0.11 | 0.13 | 0.22 | 0.28 | 0.34 | 0.04 | 0.22 | 0.87 | 0.98 | 0.98 | 0.97 | 0.98 | 0.97 | 0.97 | 0.65 | 0.57 | 0.47 | 0.74 |
Yield(%) | N/A | 6.6 | 7.3 | 6.5 | 6.6 | N/A | 0.4 | 7.6 | 7.7 | 8.4 | 6.8 | 5.4 | 5.8 | 3.9 | 5.3 | 6.9 | 2.6 | 2.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -18.5 | 20.9 | 46.8 | N/A | N/A | -93.5 | -15.1 | -5.2 | 26.2 | 15.1 | -7.0 | 58.3 | -21.7 | -28.1 | 190.9 | 57.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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