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NWOSX: NATIONWIDE DESTINATION 2050 FUND INSTITUTIONAL SERVICE CLASS (MUTUAL FUND)
Basic Info 8.85 0.03(0.34%) April 25
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (84%) |
Start Date: | 08/31/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.29% |
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 | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 2.8 | 17.1 | 2.1 | 7.7 | 7.2 | 10.3 | 5.7 | 13.6 | -18.6 | 16.8 | 13.7 | 25.3 | -8.9 | 18.4 | 10.7 | -1.7 | 4.5 | 25.3 | 15.5 | -4.6 | 15.4 | 35.1 | -42.3 | -0.2 |
Sharpe Ratio | NA | 0.06 | 0.9 | -0.02 | 0.3 | 0.38 | NA | 0.25 | 0.73 | -0.93 | 1.04 | 0.44 | 2.2 | -0.73 | 2.68 | 0.77 | -0.13 | 0.43 | 2.31 | 1.22 | -0.2 | 0.81 | 1.29 | -1.11 | -0.14 |
Draw Down(%) | NA | 5.2 | 10.8 | 31.0 | 34.2 | 34.2 | NA | 58.0 | 10.8 | 26.1 | 6.9 | 34.2 | 6.0 | 18.0 | 2.3 | 11.0 | 12.6 | 9.0 | 7.2 | 11.0 | 21.6 | 13.9 | 26.8 | 50.3 | 9.4 |
Standard Deviation(%) | NA | 10.1 | 10.9 | 16.8 | 19.7 | 16.3 | NA | 19.3 | 12.9 | 21.7 | 16.1 | 30.9 | 10.9 | 13.9 | 6.7 | 13.7 | 13.4 | 10.5 | 11.0 | 12.9 | 22.7 | 18.9 | 27.0 | 38.6 | 20.9 |
Treynor Ratio | NA | 0.01 | 0.11 | 0.0 | 0.07 | 0.07 | NA | 0.06 | 0.11 | -0.23 | 0.22 | 0.16 | 0.28 | -0.13 | 0.2 | 0.11 | -0.02 | 0.05 | 0.26 | 0.16 | -0.05 | 0.18 | 0.47 | -0.68 | -0.03 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | -0.03 | 0.01 | 0.05 | -0.09 | 0.0 |
Beta | NA | 0.81 | 0.86 | 0.84 | 0.85 | 0.86 | NA | 0.8 | 0.86 | 0.86 | 0.75 | 0.87 | 0.85 | 0.79 | 0.91 | 1.0 | 0.83 | 0.89 | 0.96 | 0.97 | 0.95 | 0.83 | 0.74 | 0.64 | 0.92 |
RSquared | NA | 0.84 | 0.87 | 0.74 | 0.86 | 0.88 | NA | 0.72 | 0.76 | 0.92 | 0.38 | 0.96 | 0.94 | 0.95 | 0.84 | 0.93 | 0.93 | 0.93 | 0.93 | 0.93 | 0.96 | 0.64 | 0.56 | 0.45 | 0.7 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 2.1 | 9.6 | 6.9 | 12.6 | 8.8 | 6.7 | 8.8 | 5.6 | 12.1 | 11.6 | 7.1 | 6.3 | 5.1 | 2.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 130.0 | -76.5 | 44.1 | -37.2 | 16.0 | 47.3 | -20.3 | 43.8 | -56.8 | 14.4 | 76.4 | 1.9 | 35.0 | 233.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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