Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDCCX (NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS C) | NA | 3.74% | -1.62% | 1.95% | 1.98% | 2.89% | 2.13% | … | … |
Data as of 02/08/2024, Common starting date is 03/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDCCX (NATIONWIDE INVESTOR DESTINATIONS 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 (%) | -0.93 | 3.74 | -1.62 | 1.95 | 1.98 | 2.89 | 2.13 | … | … | -0.52 | 7.79 | -13.27 | 3.07 | 7.36 | 9.60 | -2.87 | 5.00 | 3.88 | -0.86 | 2.85 | 3.13 | 4.52 | 2.28 | 5.59 | 7.16 | -10.31 | -1.32 | 7.10 | 2.61 | 3.95 | 5.99 | -0.17 | 2.59 |
| Sharpe Ratio | NA | -0.11 | -0.62 | 0.08 | 0.22 | NA | NA | … | … | -1.54 | 0.64 | -1.93 | 0.89 | 0.99 | 3.24 | -1.26 | 2.61 | 1.30 | -0.31 | 1.05 | 1.10 | 1.86 | 0.53 | 1.53 | 1.28 | -1.49 | -0.98 | 1.10 | 0.17 | 0.93 | 1.63 | -0.33 | 0.37 |
| Standard Deviation(%) | NA | 5.48 | 5.87 | 5.68 | 4.46 | NA | NA | … | … | 5.45 | 5.59 | 7.61 | 3.42 | 7.16 | 2.53 | 3.32 | 1.68 | 2.82 | 2.87 | 2.68 | 2.82 | 2.43 | 4.28 | 3.60 | 5.52 | 7.52 | 4.42 | 3.48 | 2.53 | 3.25 | 3.25 | 3.92 | 3.87 |
| Draw Down(%) | NA | 5.50 | 16.85 | 16.85 | 16.85 | NA | NA | … | … | 1.24 | 5.50 | 16.38 | 2.04 | 10.97 | 1.00 | 5.01 | 0.89 | 1.73 | 3.38 | 1.65 | 3.02 | 1.63 | 3.00 | 2.30 | 5.62 | 13.75 | 2.66 | 2.35 | 1.56 | 2.64 | 2.08 | 4.58 | 4.17 |
| Yield(%) | 0.00 | 2.68 | 1.91 | 2.26 | 2.38 | 2.77 | 2.35 | … | … | 0.00 | 2.76 | 1.06 | 2.32 | 2.38 | 2.52 | 4.26 | 2.37 | 2.25 | 2.20 | 1.75 | 6.00 | 3.13 | 1.97 | 2.08 | 0.76 | 0.00 | 0.51 | 3.25 | 3.28 | 2.33 | 1.02 | 2.66 | 2.95 |
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 |
|---|---|---|---|---|
| NDCCX (NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS C) |
-3.41%
Feb 2006 – Feb 2009 |
-0.77%
Feb 2004 – Feb 2009 |
1.25%
Oct 2013 – Oct 2023 |
1.33%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDCCX (NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS C) |
7.19%
Feb 2009 – Feb 2012 |
5.58%
Feb 2009 – Feb 2014 |
3.77%
Feb 2009 – Feb 2019 |
2.98%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart