Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWMAX (NATIONWIDE DESTINATION 2040 FUND CLASS A) | 8.13% | 20.02% | 15.19% | 5.61% | 8.93% | 8.27% | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWMAX (NATIONWIDE DESTINATION 2040 FUND CLASS A) | 09/05/2007 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 20.02 | 15.19 | 5.61 | 8.93 | 8.27 | NA | … | … | 8.13 | 17.20 | 11.19 | 18.47 | -19.79 | 8.46 | 13.17 | 23.92 | -8.59 | 17.00 | 9.82 | -2.03 | 4.28 | 24.10 | 15.31 | -4.48 | 14.63 | 33.40 | -41.49 | 0.30 |
| Sharpe Ratio | NA | 1.61 | 1.07 | 0.22 | 0.47 | NA | NA | … | … | 1.10 | 1.16 | 0.76 | 1.37 | -1.09 | 0.69 | 0.45 | 2.17 | -0.76 | 2.72 | 0.76 | -0.17 | 0.44 | 2.25 | 1.22 | -0.20 | 0.79 | 1.26 | -1.08 | -0.08 |
| Standard Deviation(%) | NA | 10.31 | 11.22 | 13.44 | 14.74 | NA | NA | … | … | 12.65 | 12.37 | 9.90 | 10.93 | 19.51 | 12.21 | 28.50 | 10.36 | 13.09 | 6.03 | 12.59 | 12.42 | 9.80 | 10.71 | 12.65 | 22.40 | 18.42 | 26.53 | 39.30 | 19.50 |
| Draw Down(%) | NA | 7.72 | 12.66 | 29.66 | 32.31 | NA | NA | … | … | 7.72 | 12.66 | 6.31 | 10.03 | 25.08 | 7.04 | 32.31 | 5.71 | 17.18 | 2.07 | 10.21 | 11.95 | 8.63 | 7.11 | 10.60 | 21.27 | 13.84 | 26.86 | 49.60 | 8.70 |
| Yield(%) | 0.00 | 8.71 | 10.08 | 5.79 | 7.80 | 7.53 | 5.10 | … | … | 0.00 | 9.21 | 14.28 | 7.46 | 0.50 | 3.95 | 6.51 | 12.15 | 9.44 | 8.62 | 9.17 | 5.49 | 6.82 | 7.35 | 5.00 | 3.90 | 2.14 | 2.57 | 0.00 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| NWMAX (NATIONWIDE DESTINATION 2040 FUND CLASS A) |
-7.57%
Oct 2007 – Oct 2010 |
-2.30%
Oct 2007 – Oct 2012 |
3.86%
Oct 2007 – Oct 2017 |
3.44%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMAX (NATIONWIDE DESTINATION 2040 FUND CLASS A) |
22.82%
Feb 2009 – Feb 2012 |
19.79%
Feb 2009 – Feb 2014 |
12.36%
Feb 2009 – Feb 2019 |
10.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart