Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCDMX (NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS C) | NA | 8.56% | 0.90% | 5.62% | 4.78% | 6.64% | 3.86% | … | … |
Data as of 02/08/2024, Common starting date is 03/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCDMX (NATIONWIDE INVESTOR DESTINATIONS MODERATE 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 (%) | 0.00 | 8.56 | 0.90 | 5.62 | 4.78 | 6.64 | 3.86 | … | … | 0.45 | 14.42 | -16.82 | 10.79 | 10.10 | 19.11 | -7.28 | 12.80 | 7.10 | -2.27 | 3.51 | 14.81 | 10.24 | -0.70 | 9.55 | 17.92 | -31.95 | -2.38 | 12.60 | 4.71 | 9.41 | 17.42 | -10.28 | 1.24 |
| Sharpe Ratio | NA | 0.51 | -0.10 | 0.31 | 0.34 | NA | NA | … | … | 0.09 | 1.18 | -1.21 | 1.28 | 0.46 | 2.31 | -0.90 | 2.90 | 0.79 | -0.27 | 0.37 | 2.07 | 1.26 | -0.05 | 0.84 | 1.08 | -1.32 | -0.54 | 1.25 | 0.42 | 1.19 | 1.88 | -0.91 | -0.03 |
| Standard Deviation(%) | NA | 8.33 | 11.14 | 13.26 | 11.06 | NA | NA | … | … | 7.40 | 8.70 | 15.14 | 8.43 | 21.14 | 7.67 | 9.61 | 4.22 | 8.72 | 8.36 | 9.33 | 7.15 | 8.15 | 14.92 | 11.30 | 16.48 | 24.91 | 9.99 | 7.49 | 6.11 | 7.12 | 8.90 | 12.45 | 11.24 |
| Draw Down(%) | NA | 8.32 | 22.64 | 26.55 | 26.55 | NA | NA | … | … | 1.92 | 8.32 | 22.05 | 4.19 | 26.55 | 4.22 | 13.92 | 1.38 | 6.79 | 8.65 | 5.79 | 5.20 | 6.64 | 13.47 | 9.36 | 16.96 | 33.80 | 6.27 | 6.42 | 4.17 | 5.07 | 8.00 | 18.98 | 15.22 |
| Yield(%) | 0.00 | 5.83 | 4.31 | 5.52 | 5.85 | 6.72 | 4.21 | … | … | 0.00 | 6.17 | 2.54 | 5.46 | 4.90 | 8.17 | 9.53 | 8.01 | 7.98 | 7.90 | 4.99 | 4.63 | 1.84 | 1.64 | 1.24 | 1.22 | 0.00 | 0.15 | 3.05 | 2.79 | 1.57 | 0.78 | 1.53 | 1.00 |
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 |
|---|---|---|---|---|
| NCDMX (NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS C) |
-13.57%
Feb 2006 – Feb 2009 |
-5.88%
Feb 2004 – Feb 2009 |
1.44%
Feb 2006 – Feb 2016 |
2.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCDMX (NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS C) |
15.36%
Feb 2009 – Feb 2012 |
13.15%
Feb 2009 – Feb 2014 |
8.40%
Feb 2009 – Feb 2019 |
6.80%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart