Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWRBX (NATIONWIDE RETIREMENT INCOME FUND CLASS R) | NA | 2.97% | 2.31% | 2.79% | 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 |
|---|---|---|
| NWRBX (NATIONWIDE RETIREMENT INCOME FUND CLASS R) | 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 | 2.97 | 2.31 | 2.79 | NA | NA | NA | … | … | 4.69 | -1.04 | 3.37 | 1.87 | 5.91 | -1.09 | 6.76 | 11.73 | -15.24 | 1.29 |
| Sharpe Ratio | NA | 0.64 | 0.57 | 0.67 | NA | NA | NA | … | … | 1.28 | -0.25 | 1.07 | 0.43 | 1.65 | -0.16 | 1.19 | 1.37 | -1.54 | 0.35 |
| Standard Deviation(%) | NA | 4.38 | 3.95 | 4.09 | NA | NA | NA | … | … | 4.39 | 4.35 | 3.14 | 4.31 | 3.59 | 7.11 | 5.61 | 8.50 | 10.49 | 4.74 |
| Draw Down(%) | NA | 4.40 | 6.40 | 6.40 | NA | NA | NA | … | … | 2.80 | 4.99 | 2.69 | 6.00 | 3.38 | 7.76 | 3.97 | 9.95 | 21.35 | 1.84 |
| Yield(%) | 0.00 | 4.76 | 3.74 | 3.41 | 2.24 | 1.49 | 1.12 | … | … | 0.88 | 4.65 | 4.73 | 1.23 | 1.41 | 5.29 | 4.71 | 0.71 | 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 |
|---|---|---|---|---|
| NWRBX (NATIONWIDE RETIREMENT INCOME FUND CLASS R) |
-0.81%
Nov 2007 – Nov 2010 |
0.66%
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 |
|---|---|---|---|---|
| NWRBX (NATIONWIDE RETIREMENT INCOME FUND CLASS R) |
9.09%
Feb 2009 – Feb 2012 |
6.59%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
