Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWNAX (NATIONWIDE DESTINATION 2045 FUND CLASS A) | 9.02% | 0.41% | 5.04% | 4.50% | 5.44% | 7.21% | NA | 4.93% |
Data as of 08/01/2025, AR inception is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWNAX (NATIONWIDE DESTINATION 2045 FUND CLASS A) | 09/05/2007 | 08/01/2025 |
| 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 (%) | -1.56 | 0.41 | 5.04 | 4.50 | 5.44 | 7.21 | NA | 4.93 | 9.02 | -0.32 | 13.97 | -20.40 | 8.79 | 13.33 | 24.70 | -8.92 | 17.86 | 10.14 | -1.88 | 4.25 | 25.03 | 15.23 | -4.50 | 15.36 | 33.70 | -42.22 | 0.89 |
| Sharpe Ratio | NA | -0.04 | 0.21 | 0.20 | 0.26 | NA | NA | 0.20 | 1.04 | -0.44 | 0.79 | -1.05 | 0.67 | 0.43 | 2.19 | -0.76 | 2.68 | 0.73 | -0.14 | 0.40 | 2.28 | 1.19 | -0.20 | 0.82 | 1.24 | -1.08 | 0.02 |
| Standard Deviation(%) | NA | 18.54 | 15.68 | 15.71 | 16.39 | NA | NA | 19.04 | 16.30 | 15.65 | 12.34 | 20.76 | 13.04 | 30.15 | 10.64 | 13.51 | 6.45 | 13.57 | 13.43 | 10.51 | 10.95 | 12.81 | 22.57 | 18.69 | 27.10 | 39.93 | 20.52 |
| Draw Down(%) | NA | 23.13 | 23.13 | 30.97 | 33.53 | NA | NA | 57.87 | 13.79 | 14.87 | 10.56 | 25.83 | 7.87 | 33.53 | 5.89 | 17.80 | 2.27 | 11.13 | 12.71 | 9.16 | 7.19 | 10.77 | 21.44 | 13.77 | 27.30 | 50.10 | 9.29 |
| Yield(%) | 0.00 | 2.43 | 1.72 | 3.29 | 5.36 | 6.59 | 3.94 | 4.64 | 0.18 | 2.51 | 2.16 | 0.37 | 4.03 | 6.80 | 11.88 | 9.45 | 8.18 | 8.56 | 4.83 | 6.57 | 5.37 | 4.50 | 4.64 | 3.29 | 2.49 | 0.00 | 0.00 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| NWNAX (NATIONWIDE DESTINATION 2045 FUND CLASS A) |
-7.74%
Oct 2007 - Oct 2010 |
-2.41%
Oct 2007 - Oct 2012 |
3.98%
Oct 2007 - Oct 2017 |
3.54%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWNAX (NATIONWIDE DESTINATION 2045 FUND CLASS A) |
23.22%
Feb 2009 - Feb 2012 |
20.18%
Feb 2009 - Feb 2014 |
12.68%
Feb 2009 - Feb 2019 |
10.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart