Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHAX (NATIONWIDE DESTINATION 2025 FUND CLASS A) | NA | 5.54% | 4.34% | 2.89% | 4.00% | 6.10% | NA | … | … |
Data as of 06/05/2025, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHAX (NATIONWIDE DESTINATION 2025 FUND CLASS A) | 09/05/2007 | 06/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.54 | 4.34 | 2.89 | 4.00 | 6.10 | NA | … | … | 2.66 | 6.48 | 11.76 | -17.82 | 1.85 | 11.29 | 18.40 | -6.56 | 13.98 | 8.16 | -1.88 | 4.11 | 17.07 | 13.27 | -2.70 | 13.13 | 26.90 | -33.79 | 1.19 |
| Sharpe Ratio | NA | 0.47 | 0.13 | 0.02 | 0.07 | NA | NA | … | … | 1.02 | 0.49 | 1.16 | -1.55 | 0.20 | 0.10 | 2.53 | -0.84 | 2.97 | 0.78 | -0.19 | 0.52 | 1.97 | 1.40 | -0.16 | 0.90 | 1.27 | -1.18 | 0.09 |
| Standard Deviation(%) | NA | 4.77 | 7.98 | 49.54 | 35.80 | NA | NA | … | … | 3.23 | 5.80 | 7.03 | 12.46 | 9.15 | 110.34 | 6.69 | 9.44 | 4.50 | 10.15 | 10.06 | 7.81 | 8.64 | 9.55 | 17.12 | 14.47 | 21.15 | 29.30 | 14.53 |
| Draw Down(%) | NA | 3.62 | 11.33 | 55.02 | 55.02 | NA | NA | … | … | 1.28 | 3.10 | 6.84 | 20.34 | 7.35 | 55.02 | 3.54 | 12.99 | 1.48 | 8.06 | 10.20 | 6.83 | 6.79 | 7.46 | 16.41 | 10.54 | 22.08 | 41.68 | 6.30 |
| Yield(%) | 0.00 | 11.90 | 6.64 | 5.40 | 5.84 | 6.94 | 4.22 | … | … | 1.24 | 11.22 | 7.36 | 1.19 | 3.16 | 4.88 | 8.80 | 8.06 | 8.87 | 7.46 | 4.92 | 5.94 | 4.77 | 5.42 | 6.84 | 2.44 | 2.11 | 0.00 | 0.00 |
Data as of 06/05/2025, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHAX (NATIONWIDE DESTINATION 2025 FUND CLASS A) |
-18.82%
Oct 2017 – Oct 2020 |
-8.80%
Oct 2015 – Oct 2020 |
-1.18%
Oct 2010 – Oct 2020 |
2.85%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHAX (NATIONWIDE DESTINATION 2025 FUND CLASS A) |
25.98%
Oct 2020 – Oct 2023 |
16.30%
Feb 2009 – Feb 2014 |
10.22%
Feb 2009 – Feb 2019 |
7.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
