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NWLAX: NATIONWIDE DESTINATION 2035 FUND CLASS A (MUTUAL FUND)
Basic Info 9.46 0.04(0.42%) May 09
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (10%) |
Start Date: | 09/05/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 7.06% |
Expenses | 0.90% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 4.1 | 15.2 | 1.4 | 6.9 | 6.2 | 8.7 | 5.2 | 8.9 | -17.5 | 13.0 | 12.6 | 22.5 | -8.2 | 16.1 | 9.4 | -2.1 | 4.2 | 22.8 | 15.1 | -3.8 | 14.1 | 31.5 | -39.0 | 0.3 |
Sharpe Ratio | NA | 0.6 | 1.13 | -0.07 | 0.27 | 0.35 | NA | 0.25 | 0.4 | -1.05 | 0.83 | 0.48 | 2.25 | -0.79 | 2.79 | 0.75 | -0.18 | 0.44 | 2.2 | 1.25 | -0.18 | 0.81 | 1.26 | -1.11 | -0.08 |
Draw Down(%) | NA | 4.5 | 9.3 | 29.6 | 30.2 | 30.2 | NA | 54.4 | 9.3 | 23.9 | 7.7 | 30.2 | 5.2 | 16.1 | 1.8 | 9.8 | 11.8 | 8.3 | 7.0 | 10.0 | 20.1 | 13.2 | 25.3 | 46.9 | 8.0 |
Standard Deviation(%) | NA | 8.9 | 9.2 | 14.7 | 16.9 | 14.0 | NA | 17.4 | 11.9 | 18.0 | 15.7 | 25.9 | 9.4 | 11.9 | 5.6 | 12.3 | 12.0 | 9.4 | 10.3 | 12.1 | 21.2 | 17.3 | 24.8 | 35.8 | 17.8 |
Treynor Ratio | NA | 0.05 | 0.11 | -0.01 | 0.04 | 0.05 | NA | 0.05 | 0.05 | -0.18 | 0.12 | 0.12 | 0.19 | -0.09 | 0.15 | 0.09 | -0.02 | 0.04 | 0.21 | 0.15 | -0.04 | 0.17 | 0.41 | -0.61 | -0.02 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.04 | -0.08 | -0.01 |
Beta | NA | 1.04 | 0.96 | 1.05 | 1.06 | 1.05 | NA | 0.88 | 0.98 | 1.05 | 1.1 | 1.06 | 1.1 | 1.03 | 1.05 | 1.07 | 1.01 | 1.02 | 1.06 | 1.04 | 0.99 | 0.84 | 0.77 | 0.65 | 0.9 |
RSquared | NA | 0.97 | 0.83 | 0.73 | 0.87 | 0.9 | NA | 0.71 | 0.6 | 0.95 | 0.41 | 0.99 | 0.97 | 0.99 | 0.92 | 0.98 | 0.99 | 0.97 | 0.98 | 0.98 | 0.98 | 0.66 | 0.59 | 0.44 | 0.75 |
Yield(%) | N/A | 0.0 | 7.1 | 5.4 | 7.0 | 6.6 | 8.9 | N/A | 7.4 | 1.5 | 9.8 | 6.1 | 11.3 | 9.0 | 9.2 | 7.7 | 5.5 | 6.0 | 6.4 | 5.6 | 3.8 | 2.1 | 2.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 297.1 | -28.7 | -12.4 | N/A | N/A | N/A | 313.3 | -84.5 | 67.2 | -39.6 | 3.2 | 5.7 | 22.2 | 28.6 | -9.7 | 5.1 | 25.5 | 38.2 | 100.0 | 6.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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