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NWDAX: NATIONWIDE DESTINATION 2010 FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/05/2007 |
Last Dividend Date: | 01/21/2020 |
12-Mo. Yield | 4.74% |
Expenses | 0.88% |
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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 | 5.1 | 4.6 | 5.1 | 5.3 | 3.0 | 1.2 | 14.3 | -4.3 | 9.1 | 5.9 | -0.8 | 4.0 | 8.0 | 9.1 | -1.3 | 9.7 | 17.6 | -27.6 | 0.9 |
Sharpe Ratio | NA | 2.62 | 1.07 | 0.75 | 0.81 | 0.27 | 5.55 | 2.97 | -0.91 | 3.03 | 0.93 | -0.13 | 0.83 | 1.4 | 1.64 | -0.12 | 1.05 | 1.17 | -1.31 | 0.04 |
Draw Down(%) | NA | 2.1 | 8.5 | 8.7 | 11.0 | 40.1 | 0.2 | 2.1 | 8.5 | 1.0 | 4.6 | 6.4 | 3.9 | 6.0 | 4.4 | 11.0 | 6.9 | 17.5 | 35.0 | 4.3 |
Standard Deviation(%) | NA | 3.8 | 4.6 | 5.2 | 6.5 | 9.7 | 2.1 | 4.3 | 6.2 | 2.8 | 6.1 | 6.2 | 4.8 | 5.7 | 5.6 | 11.0 | 9.2 | 14.9 | 21.6 | 10.5 |
Treynor Ratio | NA | 0.11 | 0.05 | 0.04 | 0.04 | 0.02 | 0.26 | 0.12 | -0.05 | 0.12 | 0.04 | -0.01 | 0.03 | 0.07 | 0.07 | -0.01 | 0.08 | 0.13 | -0.22 | 0.0 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | -0.02 | 0.01 | 0.01 | -0.04 | 0.0 |
Beta | NA | 0.93 | 0.99 | 1.07 | 1.22 | 1.27 | 0.45 | 1.05 | 1.05 | 0.72 | 1.27 | 1.07 | 1.26 | 1.08 | 1.25 | 1.65 | 1.25 | 1.31 | 1.3 | 1.22 |
RSquared | NA | 0.64 | 0.67 | 0.71 | 0.7 | 0.57 | 0.3 | 0.7 | 0.71 | 0.49 | 0.85 | 0.69 | 0.79 | 0.68 | 0.76 | 0.82 | 0.55 | 0.54 | 0.47 | 0.45 |
Yield(%) | N/A | 4.7 | 5.1 | 5.0 | 5.6 | N/A | 0.2 | 4.7 | 6.2 | 4.5 | 4.6 | 6.4 | 7.3 | 4.3 | 3.8 | 8.6 | 5.0 | 1.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -29.9 | -19.9 | -14.0 | N/A | N/A | -94.3 | -32.7 | 44.4 | 0.0 | -34.5 | -14.1 | 73.0 | 19.4 | -59.7 | 79.1 | 514.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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