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Nationwide Life Insurance Co BEST OF AMERICA IV Q B SHARES
Nationwide Life Insurance Co BEST OF AMERICA IV Q B SHARES Strategic Asset Allocation - Equal Weight Moderate
Nationwide Life Insurance Co BEST OF AMERICA IV Q B SHARES Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.31% April 17
Delayed
Holdings (As of 02/28/2019)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
CASH | CASH (CASH) | 0.0% | CASH | 32.55% |
US Equity | NWFAX (NATIONWIDE FUND CLASS A) | 0.10% | Nationwide VIT Nation 1 Q | 67.45% |
* Day change on 02/28/2019.
Beta
Performance (As of 04/17/2019)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Nationwide Life Insurance Co BEST OF AMERICA IV Q B SHARES Strategic Asset Allocation - Equal Weight Moderate | 10.9% | 5.1% | 5.2% | 4.8% | 8.1% | 4.1% |
VFINX (Vanguard (S&P 500) Index) | 11.7% | 29.3% | 9.9% | 15.0% | 12.9% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 17.4% | 3.9% | 8.6% | 8.0% | 9.8% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/02/2001 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 5.1 | 5.2 | 4.8 | 8.1 | 4.1 | 3.8 | 10.9 | -4.1 | 6.5 | 4.2 | 0.3 | 7.6 | 19.2 | 10.3 | 2.0 | 9.4 | 14.4 | -27.2 | -2.7 | 9.4 | 5.3 | 7.0 | 17.1 | -6.3 | -3.2 |
Sharpe Ratio | NA | 0.32 | 0.46 | 0.47 | 0.79 | NA | 0.25 | 1.27 | -0.45 | 0.81 | 0.48 | 0.03 | 1.09 | 2.49 | 1.32 | 0.14 | 0.86 | 0.91 | -1.26 | -0.44 | 0.46 | 0.43 | 0.78 | 1.54 | -0.53 | -0.5 |
Draw Down(%) | NA | 13.6 | 13.6 | 13.6 | 13.6 | NA | 44.9 | 1.5 | 13.6 | 5.7 | 7.0 | 7.8 | 5.1 | 4.6 | 6.5 | 12.2 | 9.8 | 16.5 | 34.1 | 11.2 | 7.7 | 5.2 | 7.9 | 7.4 | 16.7 | 15.6 |
Standard Deviation(%) | NA | 11.1 | 9.3 | 9.1 | 9.8 | NA | 11.7 | 8.2 | 12.2 | 7.2 | 8.5 | 9.5 | 7.0 | 7.7 | 7.8 | 14.3 | 10.8 | 15.8 | 22.4 | 13.1 | 13.3 | 7.4 | 7.8 | 10.6 | 13.9 | 11.0 |
Treynor Ratio | NA | 0.06 | 0.07 | 0.07 | 0.13 | NA | 0.05 | 0.16 | -0.08 | 0.1 | 0.07 | 0.0 | 0.13 | 0.28 | 0.17 | 0.03 | 0.16 | 0.25 | -0.52 | -0.11 | 0.07 | 0.05 | 0.09 | 0.27 | -0.14 | -0.11 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.03 | -0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 |
Beta | NA | 0.65 | 0.64 | 0.62 | 0.61 | NA | 0.57 | 0.63 | 0.65 | 0.61 | 0.61 | 0.6 | 0.6 | 0.68 | 0.59 | 0.6 | 0.59 | 0.57 | 0.54 | 0.51 | 0.83 | 0.7 | 0.68 | 0.61 | 0.52 | 0.49 |
RSquared | NA | 0.78 | 0.73 | 0.82 | 0.9 | NA | 0.86 | 0.95 | 0.82 | 0.33 | 0.89 | 0.96 | 0.96 | 0.96 | 0.95 | 0.97 | 0.97 | 0.98 | 0.98 | 0.4 | 0.39 | 0.95 | 0.94 | 0.96 | 0.96 | 0.93 |
Sortino Ratio | NA | 0.43 | 0.59 | 0.62 | 1.09 | NA | 0.33 | 2.21 | -0.57 | 0.94 | 0.64 | 0.04 | 1.53 | 3.68 | 2.0 | 0.19 | 1.2 | 1.31 | -1.62 | -0.5 | 0.65 | 0.6 | 1.1 | 2.34 | -0.77 | -0.69 |
Yield(%) | N/A | 13.39 | 4.88 | 3.67 | 2.58 | N/A | 3.19 | 0.45 | 13.13 | 0.34 | 0.99 | 2.71 | 0.97 | 0.86 | 2.47 | 2.17 | 1.09 | 0.92 | 0.02 | 0.68 | 9.87 | 10.91 | 1.66 | 2.67 | 2.59 | 2.97 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 2 major asset classes: Fixed Income, US Equity
that are covered in Nationwide Life Insurance Co BEST OF AMERICA IV Q B SHARES. It then selects one or two funds for each of the 2 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 2 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.