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NWOAX: NATIONWIDE DESTINATION 2050 FUND CLASS A (MUTUAL FUND)
Basic Info 9.23 0(0.0%) August 01
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 06/12/2025 |
| 12-Mo. Yield | 13.28% |
| Expenses | 0.38% |
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Performance Analytics (As of 08/01/2025)
| 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(%) | -1.6 | 9.3 | 13.6 | 9.9 | 8.0 | 7.1 | 8.5 | 5.6 | -1.3 | 15.5 | -20.8 | 10.8 | 13.4 | 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 | 0.81 | 0.7 | 0.45 | 0.39 | 0.35 | NA | 0.25 | -0.47 | 0.91 | -1.04 | 0.84 | 0.42 | 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 | 14.5 | 14.5 | 15.7 | 30.4 | 34.3 | NA | 58.0 | 16.2 | 10.8 | 26.3 | 6.7 | 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 | 16.7 | 14.8 | 14.5 | 15.2 | 16.4 | NA | 18.9 | 16.9 | 12.5 | 21.4 | 12.9 | 31.0 | 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 | 0.19 | 0.14 | 0.08 | 0.07 | 0.07 | NA | 0.06 | -0.1 | 0.13 | -0.26 | 0.12 | 0.16 | 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 | 0.02 | 0.0 | -0.01 | -0.02 | -0.02 | NA | -0.01 | -0.07 | -0.03 | -0.03 | -0.05 | -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 | 0.71 | 0.73 | 0.8 | 0.82 | 0.83 | NA | 0.8 | 0.76 | 0.87 | 0.86 | 0.87 | 0.83 | 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 | 0.92 | 0.92 | 0.89 | 0.89 | 0.89 | NA | 0.73 | 0.35 | 0.84 | 0.95 | 0.78 | 0.88 | 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 | 0.2 | 13.3 | 5.8 | 5.7 | 6.4 | 7.7 | N/A | 14.4 | 2.0 | 0.3 | 4.1 | 6.7 | 12.3 | 8.5 | 6.5 | 8.6 | 5.3 | 11.7 | 11.3 | 6.8 | 6.1 | 5.1 | 2.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -98.8 | 764.3 | -22.3 | -29.0 | N/A | N/A | N/A | 704.6 | 484.6 | -92.9 | -36.6 | -37.5 | 17.9 | 47.9 | -21.9 | 46.2 | -57.2 | 14.1 | 79.5 | 0.4 | 31.3 | 250.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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