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NWOAX: NATIONWIDE DESTINATION 2050 FUND CLASS A (MUTUAL FUND)
Basic Info 9.11 0.05(0.55%) May 09
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (11%) |
Start Date: | 09/05/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.51% |
Expenses | 0.38% |
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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(%) | 2.4 | 5.8 | 19.4 | 2.9 | 8.4 | 7.3 | 9.7 | 5.7 | 13.4 | -20.6 | 6.8 | 13.5 | 25.0 | -9.1 | 18.2 | 10.4 | -2.1 | 4.3 | 25.0 | 15.3 | -4.8 | 15.5 | 35.0 | -42.3 | 0.1 |
Sharpe Ratio | NA | 0.92 | 1.34 | 0.01 | 0.31 | 0.38 | NA | 0.26 | 0.71 | -1.01 | 0.47 | 0.43 | 2.14 | -0.76 | 2.64 | 0.75 | -0.16 | 0.41 | 2.26 | 1.19 | -0.21 | 0.81 | 1.29 | -1.11 | -0.1 |
Draw Down(%) | NA | 5.2 | 10.8 | 26.9 | 34.3 | 34.3 | NA | 58.0 | 10.8 | 26.3 | 10.0 | 34.3 | 6.1 | 18.2 | 2.3 | 11.0 | 12.7 | 9.1 | 7.3 | 11.0 | 21.7 | 13.6 | 26.8 | 50.2 | 9.3 |
Standard Deviation(%) | NA | 10.7 | 11.0 | 15.7 | 19.2 | 15.9 | NA | 19.2 | 13.0 | 21.9 | 14.4 | 30.9 | 11.0 | 13.8 | 6.7 | 13.7 | 13.3 | 10.5 | 11.0 | 12.9 | 22.7 | 18.9 | 27.0 | 38.7 | 21.0 |
Treynor Ratio | NA | 0.12 | 0.17 | 0.0 | 0.07 | 0.07 | NA | 0.06 | 0.11 | -0.26 | 0.08 | 0.15 | 0.27 | -0.13 | 0.19 | 0.1 | -0.03 | 0.05 | 0.26 | 0.16 | -0.05 | 0.18 | 0.47 | -0.68 | -0.02 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.03 | -0.06 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | -0.03 | 0.01 | 0.05 | -0.09 | 0.0 |
Beta | NA | 0.83 | 0.88 | 0.86 | 0.86 | 0.86 | NA | 0.81 | 0.87 | 0.86 | 0.82 | 0.87 | 0.86 | 0.79 | 0.92 | 1.0 | 0.83 | 0.88 | 0.97 | 0.98 | 0.95 | 0.84 | 0.74 | 0.64 | 0.94 |
RSquared | NA | 0.86 | 0.88 | 0.9 | 0.93 | 0.93 | NA | 0.73 | 0.77 | 0.91 | 0.57 | 0.96 | 0.94 | 0.96 | 0.84 | 0.93 | 0.93 | 0.92 | 0.94 | 0.94 | 0.96 | 0.64 | 0.56 | 0.45 | 0.73 |
Yield(%) | N/A | 0.0 | 5.5 | 5.0 | 7.0 | 6.9 | 9.6 | N/A | 5.8 | 1.8 | 9.6 | 6.8 | 12.1 | 8.4 | 6.5 | 8.5 | 5.3 | 11.6 | 11.3 | 6.9 | 6.1 | 5.1 | 1.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 148.7 | -35.2 | -15.9 | N/A | N/A | N/A | 158.8 | -80.0 | 46.6 | -36.3 | 18.2 | 45.3 | -20.9 | 45.7 | -57.0 | 12.6 | 79.2 | 1.9 | 30.0 | 263.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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