Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWMSX (NATIONWIDE DESTINATION 2040 FUND INSTITUTIONAL SERVICE CLASS) | 9.38% | 22.19% | 16.38% | 6.20% | 9.07% | 8.50% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWMSX (NATIONWIDE DESTINATION 2040 FUND INSTITUTIONAL SERVICE CLASS) | 08/31/2007 | 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 (%) | 0.19 | 22.19 | 16.38 | 6.20 | 9.07 | 8.50 | NA | … | … | 9.38 | 17.50 | 11.82 | 18.21 | -19.66 | 8.93 | 13.50 | 24.21 | -8.34 | 17.28 | 9.91 | -1.71 | 4.39 | 24.43 | 15.55 | -4.24 | 15.47 | 33.62 | -41.50 | 0.30 |
| Sharpe Ratio | NA | 2.04 | 1.22 | 0.28 | 0.51 | NA | NA | … | … | 1.77 | 1.19 | 0.84 | 1.33 | -1.09 | 0.73 | 0.46 | 2.22 | -0.75 | 2.78 | 0.76 | -0.14 | 0.45 | 2.27 | 1.24 | -0.19 | 0.83 | 1.25 | -1.07 | -0.08 |
| Standard Deviation(%) | NA | 10.05 | 11.15 | 13.39 | 14.72 | NA | NA | … | … | 12.30 | 12.35 | 9.81 | 11.03 | 19.45 | 12.17 | 28.68 | 10.24 | 13.01 | 6.00 | 12.69 | 12.43 | 9.80 | 10.73 | 12.61 | 22.41 | 18.45 | 26.74 | 39.42 | 19.40 |
| Draw Down(%) | NA | 7.82 | 12.62 | 29.58 | 32.32 | NA | NA | … | … | 7.82 | 12.62 | 6.24 | 10.03 | 24.93 | 7.10 | 32.32 | 5.68 | 16.99 | 2.15 | 10.27 | 11.91 | 8.57 | 7.08 | 10.66 | 21.16 | 13.51 | 26.77 | 49.70 | 8.70 |
| Yield(%) | 0.00 | 8.90 | 10.35 | 5.95 | 7.81 | 7.62 | 5.27 | … | … | 0.00 | 9.36 | 14.39 | 7.57 | 0.71 | 4.03 | 6.63 | 12.36 | 9.65 | 8.81 | 9.37 | 5.68 | 7.01 | 7.59 | 5.26 | 4.12 | 2.81 | 2.67 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMSX (NATIONWIDE DESTINATION 2040 FUND INSTITUTIONAL SERVICE CLASS) |
-7.39%
Sep 2007 – Sep 2010 |
-2.04%
Oct 2007 – Oct 2012 |
4.11%
Oct 2007 – Oct 2017 |
3.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMSX (NATIONWIDE DESTINATION 2040 FUND INSTITUTIONAL SERVICE CLASS) |
23.19%
Feb 2009 – Feb 2012 |
20.13%
Feb 2009 – Feb 2014 |
12.66%
Feb 2009 – Feb 2019 |
10.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart