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Nationwide Life Insurance Co NATIONWIDE VARIABLE ACCOUNT-3 B SHARES
Nationwide Life Insurance Co NATIONWIDE VARIABLE ACCOUNT-3 B SHARES Strategic Asset Allocation - Equal Weight Moderate
Nationwide Life Insurance Co NATIONWIDE VARIABLE ACCOUNT-3 B SHARES Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.00% December 29
Delayed
Holdings (As of 10/31/2017)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 40.95% |
| Real Estate | UUSRX (US REAL ESTATE PORTFOLIO CLASS I) | UIF US Real Estate I | 59.05% |
* Day change on 09/29/2017.
Previous
Beta
Performance (As of 12/29/2017)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Co NATIONWIDE VARIABLE ACCOUNT-3 B SHARES Strategic Asset Allocation - Equal Weight Moderate | -1.4% | -2.3% | 5.2% | 5.6% | 5.5% | 7.7% |
| VFINX (Vanguard (S&P 500) Index) | 6.5% | 13.2% | 19.3% | 16.5% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.8% | 9.8% | 11.8% | 8.9% | 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 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.3 | 5.2 | 5.6 | 5.5 | 7.7 | 7.7 | 0.0 | 6.2 | -1.0 | 6.5 | 1.5 | 19.2 | 1.3 | 9.1 | 11.1 | 19.9 | 33.1 | -28.7 | 2.4 | 13.9 | 10.3 | 14.0 | 16.6 | -5.4 | -4.4 |
| Sharpe Ratio | NA | -0.26 | 0.17 | 0.58 | 0.34 | NA | NA | NA | 0.37 | -0.44 | 0.6 | 0.13 | 2.72 | 0.14 | 1.06 | 0.57 | 1.25 | 1.17 | -0.95 | -0.05 | 1.32 | 0.93 | 1.6 | 2.16 | -0.7 | -0.76 |
| Draw Down(%) | NA | 3.7 | 11.5 | 11.5 | 41.9 | NA | NA | NA | 43.9 | 3.7 | 8.4 | 11.5 | 4.6 | 10.8 | 6.0 | 14.1 | 10.3 | 18.4 | 41.2 | 8.9 | 4.6 | 5.7 | 7.6 | 4.7 | 12.8 | 11.8 |
| Standard Deviation(%) | NA | 3.8 | 9.4 | 9.0 | 17.0 | NA | NA | NA | 14.3 | 3.8 | 10.5 | 11.9 | 7.1 | 9.6 | 8.6 | 19.5 | 15.9 | 28.2 | 31.1 | 13.1 | 8.1 | 8.8 | 8.1 | 7.4 | 9.3 | 8.8 |
| Treynor Ratio | NA | -0.12 | 0.03 | 0.11 | 0.08 | NA | NA | NA | 0.08 | -0.19 | 0.12 | 0.03 | 0.51 | 0.02 | 0.18 | 0.15 | 0.24 | 0.35 | -0.43 | -0.01 | 0.16 | 0.12 | 0.24 | 0.41 | -0.21 | -0.19 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.01 | NA | NA | NA | 0.01 | -0.01 | 0.01 | 0.01 | 0.05 | -0.06 | 0.01 | 0.04 | 0.03 | 0.04 | -0.01 | 0.0 | 0.01 | 0.03 | 0.03 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 0.08 | 0.49 | 0.49 | 0.71 | NA | NA | NA | 0.62 | 0.09 | 0.53 | 0.53 | 0.38 | 0.61 | 0.49 | 0.74 | 0.82 | 0.95 | 0.69 | 0.7 | 0.66 | 0.67 | 0.53 | 0.39 | 0.32 | 0.36 |
| RSquared | NA | 0.02 | 0.41 | 0.41 | 0.73 | NA | NA | NA | 0.69 | 0.02 | 0.43 | 0.48 | 0.37 | 0.5 | 0.54 | 0.78 | 0.86 | 0.85 | 0.83 | 0.72 | 0.68 | 0.62 | 0.53 | 0.82 | 0.78 | 0.78 |
| Sortino Ratio | NA | -0.36 | 0.23 | 0.8 | 0.48 | NA | NA | NA | 0.52 | -0.61 | 0.84 | 0.17 | 4.21 | 0.19 | 1.54 | 0.84 | 1.85 | 1.74 | -1.26 | -0.06 | 2.04 | 1.35 | 2.26 | 3.34 | -0.95 | -0.98 |
| Yield(%) | N/A | 0.3 | 1.1 | 1.2 | 2.3 | 3.9 | 3.9 | 2.8 | 2.36 | 0.3 | 2.0 | 0.9 | 1.1 | 0.7 | 0.0 | 0.6 | 1.9 | 1.9 | 11.5 | 5.2 | 4.0 | 1.2 | 1.2 | 0.9 | 2.2 | 2.2 |
| Dividend Growth(%) | N/A | -86.5 | 114.2 | -48.3 | N/A | N/A | N/A | N/A | N/A | -86.6 | 116.0 | 5.3 | 47.4 | 3721.9 | -96.2 | -60.8 | 33.9 | -88.4 | 126.4 | 46.0 | 259.0 | 19.1 | 47.6 | -60.4 | -1.1 | 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 3 major asset classes: Fixed Income, US Equity, REITs
that are covered in Nationwide Life Insurance Co NATIONWIDE VARIABLE ACCOUNT-3 B SHARES. It then selects one or two funds for each of the 3 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 3 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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