Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCDCX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS C) | NA | 5.99% | -0.36% | 3.82% | 3.43% | 4.83% | 3.17% | … | … |
Data as of 02/08/2024, Common starting date is 03/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCDCX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS C) | 03/28/2001 | 02/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 5.99 | -0.36 | 3.82 | 3.43 | 4.83 | 3.17 | … | … | 0.00 | 10.99 | -15.01 | 6.91 | 8.93 | 14.35 | -5.11 | 8.79 | 5.58 | -1.42 | 3.29 | 8.68 | 7.44 | 1.45 | 7.28 | 12.82 | -19.71 | -2.86 | 10.26 | 3.82 | 6.77 | 11.43 | -4.72 | 2.14 |
| Sharpe Ratio | NA | 0.26 | -0.29 | 0.25 | 0.32 | NA | NA | … | … | -0.58 | 1.01 | -1.47 | 1.17 | 0.62 | 2.56 | -1.02 | 2.87 | 0.97 | -0.27 | 0.56 | 1.79 | 1.46 | 0.15 | 0.52 | 1.18 | -1.37 | -0.81 | 1.26 | 0.39 | 1.19 | 1.82 | -0.72 | 0.11 |
| Standard Deviation(%) | NA | 6.48 | 8.26 | 9.26 | 7.56 | NA | NA | … | … | 6.34 | 6.70 | 11.20 | 5.88 | 14.03 | 5.05 | 6.32 | 2.86 | 5.55 | 5.41 | 5.84 | 4.83 | 5.11 | 9.42 | 13.78 | 10.80 | 14.97 | 7.28 | 5.59 | 4.21 | 4.91 | 5.89 | 8.07 | 7.42 |
| Draw Down(%) | NA | 6.72 | 19.58 | 19.58 | 19.58 | NA | NA | … | … | 1.58 | 6.72 | 19.07 | 2.89 | 19.14 | 2.57 | 9.44 | 1.09 | 4.00 | 5.86 | 3.54 | 4.21 | 4.14 | 8.08 | 8.09 | 11.22 | 24.00 | 4.84 | 4.19 | 2.66 | 3.90 | 4.95 | 11.34 | 10.09 |
| Yield(%) | 0.00 | 4.25 | 2.76 | 3.64 | 4.02 | 4.61 | 3.39 | … | … | 0.00 | 4.44 | 1.80 | 2.72 | 3.67 | 5.28 | 6.49 | 5.38 | 4.87 | 4.09 | 3.41 | 8.36 | 2.84 | 2.23 | 1.38 | 0.77 | 0.00 | 0.31 | 3.86 | 3.61 | 1.75 | 0.93 | 2.21 | 2.00 |
Data as of 02/08/2024, Common starting date is 03/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCDCX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS C) |
-7.89%
Feb 2006 – Feb 2009 |
-2.89%
Feb 2004 – Feb 2009 |
1.86%
Dec 2006 – Dec 2016 |
1.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCDCX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS C) |
11.40%
Feb 2009 – Feb 2012 |
9.44%
Feb 2009 – Feb 2014 |
6.15%
Feb 2009 – Feb 2019 |
4.95%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart