Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWRAX (NATIONWIDE RETIREMENT INCOME FUND CLASS A) | NA | 3.48% | 2.68% | 3.13% | NA | NA | NA | … | … |
Data as of 10/24/2016, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWRAX (NATIONWIDE RETIREMENT INCOME FUND CLASS A) | 09/05/2007 | 10/24/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.48 | 2.68 | 3.13 | NA | NA | NA | … | … | 5.05 | -0.51 | 3.64 | 2.14 | 6.08 | -0.85 | 7.09 | 11.89 | -15.29 | 1.59 |
| Sharpe Ratio | NA | 0.75 | 0.66 | 0.75 | NA | NA | NA | … | … | 1.37 | -0.13 | 1.13 | 0.50 | 1.70 | -0.12 | 1.23 | 1.39 | -1.57 | 0.61 |
| Standard Deviation(%) | NA | 4.38 | 3.95 | 4.10 | NA | NA | NA | … | … | 4.43 | 4.30 | 3.21 | 4.24 | 3.57 | 7.15 | 5.70 | 8.51 | 10.31 | 4.27 |
| Draw Down(%) | NA | 4.33 | 6.09 | 6.09 | NA | NA | NA | … | … | 2.78 | 4.82 | 2.70 | 5.97 | 3.36 | 7.69 | 4.06 | 9.92 | 21.39 | 1.74 |
| Yield(%) | 0.00 | 5.12 | 4.08 | 3.67 | 2.42 | 1.61 | 1.21 | … | … | 1.14 | 5.14 | 4.99 | 1.30 | 1.59 | 5.50 | 4.93 | 0.78 | 0.00 | 0.00 |
Data as of 10/24/2016, 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 |
|---|---|---|---|---|
| NWRAX (NATIONWIDE RETIREMENT INCOME FUND CLASS A) |
-0.63%
Nov 2007 – Nov 2010 |
0.89%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWRAX (NATIONWIDE RETIREMENT INCOME FUND CLASS A) |
9.29%
Feb 2009 – Feb 2012 |
6.80%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart