Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWMDX (NATIONWIDE DESTINATION 2040 FUND CLASS R) | 9.24% | 21.69% | 15.85% | 5.65% | 8.53% | 7.96% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWMDX (NATIONWIDE DESTINATION 2040 FUND CLASS R) | 09/05/2007 | 06/04/2026 |
| 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 (%) | 0.20 | 21.69 | 15.85 | 5.65 | 8.53 | 7.96 | NA | … | … | 9.24 | 16.82 | 11.29 | 17.79 | -20.02 | 8.17 | 12.78 | 23.62 | -8.80 | 16.73 | 9.44 | -2.34 | 4.03 | 23.73 | 14.96 | -4.74 | 14.47 | 33.22 | -41.58 | 0.30 |
| Sharpe Ratio | NA | 2.01 | 1.17 | 0.24 | 0.47 | NA | NA | … | … | 1.74 | 1.13 | 0.78 | 1.31 | -1.10 | 0.66 | 0.44 | 2.17 | -0.79 | 2.69 | 0.73 | -0.19 | 0.41 | 2.19 | 1.19 | -0.21 | 0.78 | 1.25 | -1.07 | -0.08 |
| Standard Deviation(%) | NA | 9.96 | 11.14 | 13.41 | 14.71 | NA | NA | … | … | 12.29 | 12.40 | 9.79 | 10.92 | 19.53 | 12.27 | 28.57 | 10.23 | 12.97 | 6.00 | 12.67 | 12.56 | 9.85 | 10.81 | 12.65 | 22.38 | 18.47 | 26.56 | 39.48 | 19.63 |
| Draw Down(%) | NA | 7.75 | 12.65 | 29.93 | 32.34 | NA | NA | … | … | 7.75 | 12.65 | 6.29 | 10.04 | 25.25 | 7.19 | 32.34 | 5.74 | 17.34 | 2.08 | 10.25 | 12.06 | 8.65 | 7.23 | 10.63 | 21.29 | 13.87 | 26.86 | 49.80 | 8.79 |
| Yield(%) | 0.00 | 8.64 | 10.12 | 5.69 | 7.46 | 7.20 | 4.92 | … | … | 0.00 | 9.07 | 14.26 | 7.32 | 0.28 | 3.81 | 6.42 | 11.92 | 9.22 | 8.43 | 8.93 | 5.20 | 6.57 | 7.09 | 4.78 | 3.66 | 1.96 | 2.51 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NWMDX (NATIONWIDE DESTINATION 2040 FUND CLASS R) |
-7.73%
Oct 2007 – Oct 2010 |
-2.51%
Oct 2007 – Oct 2012 |
3.60%
Oct 2007 – Oct 2017 |
3.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMDX (NATIONWIDE DESTINATION 2040 FUND CLASS R) |
22.57%
Feb 2009 – Feb 2012 |
19.53%
Feb 2009 – Feb 2014 |
12.09%
Feb 2009 – Feb 2019 |
9.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart