Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWRIX (NATIONWIDE RETIREMENT INCOME FUND INSTITUTIONAL CLASS) | NA | 3.63% | 3.01% | 3.54% | NA | NA | NA | 2.45% |
Data as of 10/24/2016, AR inception is 08/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWRIX (NATIONWIDE RETIREMENT INCOME FUND INSTITUTIONAL CLASS) | 08/30/2007 | 10/24/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.63 | 3.01 | 3.54 | NA | NA | NA | 2.45 | 5.14 | -0.25 | 4.14 | 2.61 | 6.74 | -0.47 | 7.63 | 12.03 | -15.21 | 2.10 |
| Sharpe Ratio | NA | 0.79 | 0.74 | 0.85 | NA | NA | NA | 0.35 | 1.39 | -0.06 | 1.30 | 0.60 | 1.89 | -0.07 | 1.33 | 1.40 | -1.52 | 0.83 |
| Standard Deviation(%) | NA | 4.39 | 3.97 | 4.10 | NA | NA | NA | 6.21 | 4.43 | 4.35 | 3.16 | 4.27 | 3.58 | 7.13 | 5.69 | 8.52 | 10.58 | 4.81 |
| Draw Down(%) | NA | 4.28 | 5.91 | 5.91 | NA | NA | NA | 23.89 | 2.78 | 4.69 | 2.67 | 5.86 | 3.13 | 7.66 | 3.96 | 9.92 | 21.29 | 1.93 |
| Yield(%) | 0.00 | 5.47 | 4.47 | 4.10 | 2.74 | 1.83 | 1.37 | 3.04 | 1.45 | 5.39 | 5.49 | 1.76 | 2.12 | 5.99 | 5.44 | 0.91 | 0.00 | 0.00 |
Data as of 10/24/2016, AR inception is 08/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWRIX (NATIONWIDE RETIREMENT INCOME FUND INSTITUTIONAL CLASS) |
-0.44%
Nov 2007 - Nov 2010 |
1.17%
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 |
|---|---|---|---|---|
| NWRIX (NATIONWIDE RETIREMENT INCOME FUND INSTITUTIONAL CLASS) |
9.65%
Feb 2009 - Feb 2012 |
7.24%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart