Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWIAX (NATIONWIDE DESTINATION 2030 FUND CLASS A) | 8.31% | 1.87% | 4.13% | 2.48% | 4.29% | 6.02% | NA | 4.17% |
Data as of 07/25/2025, AR inception is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWIAX (NATIONWIDE DESTINATION 2030 FUND CLASS A) | 09/05/2007 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 1.87 | 4.13 | 2.48 | 4.29 | 6.02 | NA | 4.17 | 8.31 | -0.79 | 9.48 | -18.39 | 4.40 | 12.02 | 20.73 | -7.48 | 15.12 | 9.06 | -2.04 | 4.18 | 20.32 | 14.19 | -3.41 | 13.52 | 30.01 | -37.03 | 1.09 |
| Sharpe Ratio | NA | -0.29 | 0.11 | 0.03 | 0.20 | NA | NA | 0.19 | 0.96 | -0.64 | 0.54 | -1.31 | 0.43 | 0.54 | 2.40 | -0.81 | 2.83 | 0.78 | -0.18 | 0.48 | 2.14 | 1.30 | -0.18 | 0.83 | 1.28 | -1.12 | 0.06 |
| Standard Deviation(%) | NA | 13.05 | 11.60 | 11.59 | 12.27 | NA | NA | 15.47 | 10.76 | 11.54 | 9.70 | 15.14 | 10.17 | 21.64 | 8.05 | 10.90 | 5.14 | 11.29 | 11.27 | 8.77 | 9.47 | 10.93 | 19.48 | 16.25 | 23.43 | 33.86 | 16.45 |
| Draw Down(%) | NA | 16.62 | 16.62 | 27.56 | 27.56 | NA | NA | 51.59 | 8.74 | 11.67 | 8.26 | 22.42 | 7.22 | 26.10 | 4.36 | 14.76 | 1.73 | 9.16 | 11.04 | 7.68 | 6.85 | 8.97 | 18.73 | 12.31 | 23.79 | 44.96 | 7.28 |
| Yield(%) | 0.00 | 3.07 | 2.32 | 3.11 | 5.22 | 6.36 | 3.98 | 4.68 | 0.27 | 3.19 | 2.75 | 0.83 | 3.41 | 5.48 | 10.05 | 9.42 | 9.27 | 8.13 | 5.20 | 8.74 | 7.56 | 6.13 | 5.34 | 2.22 | 2.06 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWIAX (NATIONWIDE DESTINATION 2030 FUND CLASS A) |
-5.67%
Oct 2007 - Oct 2010 |
-1.13%
Oct 2007 - Oct 2012 |
3.34%
Apr 2015 - Apr 2025 |
3.13%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWIAX (NATIONWIDE DESTINATION 2030 FUND CLASS A) |
20.62%
Feb 2009 - Feb 2012 |
17.81%
Feb 2009 - Feb 2014 |
11.14%
Feb 2009 - Feb 2019 |
8.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart