Find A Portfolio/Ticker
Comparison Box
NWIAX: NATIONWIDE DESTINATION 2030 FUND CLASS A (MUTUAL FUND)
Basic Info 8.46 0(0.0%) July 30
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 06/12/2025 |
| 12-Mo. Yield | 3.07% |
| Expenses | 0.66% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 8.2 | 1.0 | 4.3 | 2.6 | 4.1 | 6.1 | 4.0 | -0.8 | 9.5 | -18.4 | 4.4 | 12.0 | 20.7 | -7.5 | 15.1 | 9.1 | -2.0 | 4.2 | 20.3 | 14.2 | -3.4 | 13.5 | 30.0 | -37.0 | 1.1 |
| Sharpe Ratio | NA | 1.16 | -0.1 | 0.07 | 0.04 | 0.23 | NA | 0.2 | -0.64 | 0.54 | -1.31 | 0.43 | 0.54 | 2.4 | -0.81 | 2.83 | 0.78 | -0.18 | 0.48 | 2.14 | 1.3 | -0.18 | 0.83 | 1.28 | -1.12 | 0.06 |
| Draw Down(%) | NA | 8.7 | 16.6 | 16.6 | 27.6 | 27.6 | NA | 51.6 | 11.7 | 8.3 | 22.4 | 7.2 | 26.1 | 4.4 | 14.8 | 1.7 | 9.2 | 11.0 | 7.7 | 6.9 | 9.0 | 18.7 | 12.3 | 23.8 | 45.0 | 7.3 |
| Standard Deviation(%) | NA | 10.6 | 13.0 | 11.6 | 11.6 | 12.3 | NA | 15.5 | 11.5 | 9.7 | 15.1 | 10.2 | 21.6 | 8.1 | 10.9 | 5.1 | 11.3 | 11.3 | 8.8 | 9.5 | 10.9 | 19.5 | 16.3 | 23.4 | 33.9 | 16.4 |
| Treynor Ratio | NA | 0.14 | -0.01 | 0.01 | 0.01 | 0.03 | NA | 0.04 | -0.08 | 0.05 | -0.2 | 0.05 | 0.12 | 0.18 | -0.08 | 0.14 | 0.08 | -0.02 | 0.04 | 0.19 | 0.14 | -0.03 | 0.16 | 0.39 | -0.59 | 0.01 |
| Alpha | NA | 0.0 | -0.04 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.04 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.03 | -0.07 | 0.0 |
| Beta | NA | 0.88 | 0.87 | 0.95 | 0.96 | 0.99 | NA | 0.86 | 0.88 | 0.99 | 0.99 | 0.94 | 0.99 | 1.06 | 1.05 | 1.08 | 1.09 | 1.05 | 1.06 | 1.07 | 1.03 | 1.0 | 0.86 | 0.77 | 0.65 | 0.88 |
| RSquared | NA | 0.96 | 0.5 | 0.73 | 0.77 | 0.89 | NA | 0.7 | 0.38 | 0.77 | 0.98 | 0.6 | 0.99 | 0.97 | 0.99 | 0.91 | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | 0.98 | 0.65 | 0.59 | 0.43 | 0.76 |
| Yield(%) | N/A | 0.3 | 3.0 | 2.3 | 3.1 | 5.2 | 6.4 | N/A | 3.2 | 2.8 | 0.8 | 3.4 | 5.5 | 10.1 | 9.4 | 9.3 | 8.1 | 5.2 | 8.7 | 7.6 | 6.1 | 5.3 | 2.2 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -91.9 | 23.5 | -64.1 | -63.7 | N/A | N/A | N/A | 22.9 | 169.2 | -75.3 | -34.7 | -39.3 | -11.9 | 8.1 | 16.7 | 43.3 | -42.7 | 26.4 | 33.8 | 6.2 | 164.7 | 39.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) 0.36% (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) 0.30% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 0.29% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.37% (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 0.0% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 0.33% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 0.26% (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 0.32% (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 0.31% (88%)
Latest Articles Related to NWIAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
