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NWOIX: NATIONWIDE DESTINATION 2050 FUND CLASS R6 (MUTUAL FUND)
Basic Info 8.93 0.01(0.11%) April 24
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (85%) |
Start Date: | 08/31/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.49% |
Expenses | 0.38% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/31/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 3.1 | 16.1 | 2.9 | 7.9 | 7.5 | 10.5 | 6.0 | 13.8 | -20.4 | 7.1 | 14.1 | 25.7 | -8.8 | 18.6 | 11.1 | -1.6 | 4.9 | 25.5 | 15.8 | -4.4 | 16.2 | 35.1 | -42.3 | -0.2 |
Sharpe Ratio | NA | 0.06 | 0.9 | -0.01 | 0.32 | 0.4 | NA | 0.27 | 0.74 | -1.0 | 0.49 | 0.44 | 2.23 | -0.73 | 2.72 | 0.79 | -0.12 | 0.46 | 2.33 | 1.23 | -0.19 | 0.85 | 1.29 | -1.11 | -0.14 |
Draw Down(%) | NA | 5.2 | 10.7 | 26.4 | 34.3 | 34.3 | NA | 58.1 | 10.7 | 25.9 | 9.9 | 34.3 | 6.1 | 17.8 | 2.3 | 11.0 | 12.5 | 9.1 | 7.2 | 10.9 | 21.6 | 13.6 | 26.9 | 50.2 | 9.4 |
Standard Deviation(%) | NA | 10.3 | 11.0 | 15.6 | 19.2 | 15.9 | NA | 19.2 | 13.0 | 21.8 | 14.5 | 31.1 | 10.9 | 13.8 | 6.7 | 13.7 | 13.3 | 10.5 | 11.0 | 12.9 | 22.9 | 18.9 | 27.1 | 38.6 | 21.0 |
Treynor Ratio | NA | 0.01 | 0.11 | 0.0 | 0.07 | 0.07 | NA | 0.06 | 0.11 | -0.25 | 0.08 | 0.16 | 0.29 | -0.13 | 0.2 | 0.11 | -0.02 | 0.05 | 0.27 | 0.16 | -0.05 | 0.19 | 0.47 | -0.68 | -0.03 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.03 | -0.03 | -0.06 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | -0.03 | 0.02 | 0.05 | -0.09 | 0.0 |
Beta | NA | 0.82 | 0.88 | 0.86 | 0.86 | 0.86 | NA | 0.81 | 0.86 | 0.86 | 0.84 | 0.87 | 0.85 | 0.79 | 0.91 | 1.01 | 0.83 | 0.88 | 0.96 | 0.98 | 0.96 | 0.83 | 0.75 | 0.64 | 0.95 |
RSquared | NA | 0.84 | 0.88 | 0.91 | 0.94 | 0.93 | NA | 0.74 | 0.76 | 0.9 | 0.59 | 0.96 | 0.95 | 0.95 | 0.83 | 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 | 5.9 | 5.3 | 7.2 | 7.3 | 10.7 | N/A | 6.3 | 2.3 | 9.8 | 7.3 | 12.6 | 8.9 | 7.0 | 9.0 | 5.9 | 12.3 | 11.8 | 7.2 | 6.7 | 5.5 | 2.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 118.2 | -33.8 | -16.3 | N/A | N/A | N/A | 118.2 | -74.7 | 40.3 | -34.7 | 15.9 | 43.9 | -19.7 | 39.2 | -55.3 | 15.2 | 76.8 | -1.8 | 32.6 | 258.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2007
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