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Nationwide Life Insurance Co MULTI-FLEX NQ B SHARES
Nationwide Life Insurance Co MULTI-FLEX NQ B SHARES Strategic Asset Allocation - Equal Weight Moderate
Nationwide Life Insurance Co MULTI-FLEX NQ B SHARES Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.22% 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% | Nationwide VIT Money Market 1 NQ | 35.89% |
| US Equity | NWFAX (NATIONWIDE FUND CLASS A) | 1.00% | Nationwide VIT Nation 1 NQ | 31.78% |
| US Equity | NMFAX (NATIONWIDE GROWTH FUND CLASS A) | 1.10% | Nationwide VIT Growth 1 NQ | 32.33% |
* Day change on 01/31/2019.
Previous
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 MULTI-FLEX NQ B SHARES Strategic Asset Allocation - Equal Weight Moderate | 5.5% | -0.8% | 4.9% | 4.9% | 8.4% | 4.9% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.5% | 11.8% | 8.6% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 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(%) | 1.7 | -0.8 | 4.9 | 4.9 | 8.4 | 4.9 | 4.6 | 0.0 | 4.1 | 11.0 | -2.4 | 7.6 | 1.0 | 1.6 | 9.6 | 18.2 | 9.6 | 1.5 | 12.0 | 17.1 | -25.8 | 4.3 | 6.9 | 5.0 | 6.7 | 18.7 | -10.5 | -6.8 |
| Sharpe Ratio | NA | 0.33 | 0.42 | 0.48 | 0.79 | NA | NA | NA | 0.27 | 1.37 | -0.24 | 0.93 | 0.1 | 0.17 | 1.12 | 2.39 | 1.19 | 0.1 | 1.03 | 1.11 | -1.26 | 0.12 | 0.39 | 0.37 | 0.69 | 1.64 | -0.79 | -0.63 |
| Draw Down(%) | NA | 13.7 | 13.7 | 13.7 | 13.7 | NA | NA | NA | 39.6 | 1.4 | 13.7 | 5.9 | 6.5 | 7.5 | 5.9 | 4.7 | 6.2 | 11.3 | 9.7 | 14.6 | 32.8 | 6.7 | 7.2 | 5.1 | 8.2 | 6.9 | 18.2 | 21.1 |
| Standard Deviation(%) | NA | 14.0 | 10.6 | 9.9 | 10.4 | NA | NA | NA | 11.8 | 7.7 | 15.1 | 7.5 | 8.0 | 9.1 | 8.6 | 7.6 | 8.0 | 14.3 | 11.5 | 15.3 | 21.2 | 10.4 | 9.1 | 7.6 | 8.3 | 11.0 | 14.6 | 14.4 |
| Treynor Ratio | NA | 0.07 | 0.07 | 0.08 | 0.13 | NA | NA | NA | 0.05 | 0.18 | -0.05 | 0.11 | 0.02 | 0.03 | 0.14 | 0.27 | 0.16 | 0.02 | 0.19 | 0.31 | -0.52 | 0.02 | 0.04 | 0.04 | 0.08 | 0.29 | -0.21 | -0.14 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | NA | 0.0 | 0.02 | 0.01 | -0.02 | -0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.03 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.68 | 0.65 | 0.62 | 0.61 | NA | NA | NA | 0.58 | 0.59 | 0.68 | 0.63 | 0.55 | 0.57 | 0.7 | 0.67 | 0.61 | 0.6 | 0.62 | 0.56 | 0.51 | 0.55 | 0.81 | 0.71 | 0.73 | 0.63 | 0.55 | 0.65 |
| RSquared | NA | 0.53 | 0.58 | 0.68 | 0.83 | NA | NA | NA | 0.88 | 0.94 | 0.59 | 0.33 | 0.82 | 0.94 | 0.87 | 0.95 | 0.94 | 0.96 | 0.97 | 0.98 | 0.98 | 0.71 | 0.78 | 0.94 | 0.95 | 0.95 | 0.97 | 0.92 |
| Sortino Ratio | NA | 0.44 | 0.55 | 0.64 | 1.08 | NA | NA | NA | 0.37 | 2.46 | -0.32 | 1.08 | 0.14 | 0.24 | 1.56 | 3.52 | 1.8 | 0.14 | 1.46 | 1.62 | -1.65 | 0.16 | 0.56 | 0.53 | 0.98 | 2.5 | -1.13 | -0.87 |
| Yield(%) | N/A | 17.0 | 6.6 | 6.7 | 7.2 | 5.3 | 5.3 | 4.3 | 3.33 | 0.4 | 17.0 | 0.3 | 0.9 | 3.1 | 8.1 | 4.0 | 2.3 | 2.0 | 1.1 | 0.8 | 0.0 | 0.7 | 4.4 | 6.0 | 1.5 | 2.5 | 2.3 | 2.6 |
| Dividend Growth(%) | N/A | 5713.7 | 49.0 | 319.3 | N/A | N/A | N/A | N/A | N/A | -97.9 | 5957.0 | -64.6 | -71.3 | -58.2 | 132.5 | 93.6 | 17.6 | 96.4 | 58.2 | 3706.0 | -97.7 | -82.0 | -22.1 | 334.3 | -32.1 | -1.2 | -18.5 | 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: US Equity, Fixed Income
that are covered in Nationwide Life Insurance Co MULTI-FLEX NQ 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 4 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.
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