Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nationwide Life & Annuity Insurance Co ONE INVESTOR ANNUITY B SHARES Tactical Asset Allocation Moderate | NA | 27.54% | 6.09% | 8.36% | 5.96% | 6.86% | 7.02% | 6.01% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide Life & Annuity Insurance Co ONE INVESTOR ANNUITY B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 27.54 | 6.09 | 8.36 | 5.96 | 6.86 | 7.02 | 6.01 | NA | 13.87 | 18.29 | -16.39 | 12.94 | 10.19 | 18.33 | -10.81 | 10.45 | 5.89 | 0.23 | 5.54 | 17.58 | 8.69 | -1.08 | 10.80 | 17.23 | -13.92 | 11.93 | 15.76 | 5.36 | 9.18 | 16.76 | -11.49 | -6.32 |
| Sharpe Ratio | NA | 0.82 | 0.08 | 0.31 | 0.33 | NA | NA | 0.39 | 0.07 | 0.69 | 1.46 | -1.22 | 1.34 | 0.39 | 1.94 | -1.01 | 2.35 | 0.56 | 0.02 | 0.64 | 2.50 | 0.92 | -0.07 | 0.87 | 1.22 | -1.08 | 0.75 | 1.36 | 0.47 | 0.85 | 1.90 | -1.93 | -1.31 |
| Standard Deviation(%) | NA | 10.52 | 11.79 | 15.16 | 12.66 | NA | NA | 11.38 | 12.45 | 10.50 | 9.62 | 14.56 | 9.67 | 25.23 | 8.72 | 12.04 | 4.17 | 10.18 | 10.77 | 8.66 | 7.02 | 9.42 | 15.12 | 12.28 | 14.05 | 13.69 | 11.93 | 9.16 | 6.73 | 9.71 | 8.48 | 6.51 | 6.57 |
| Draw Down(%) | NA | 7.33 | 19.58 | 26.38 | 26.38 | NA | NA | 26.38 | 1.03 | 7.33 | 7.10 | 20.99 | 5.74 | 26.38 | 4.98 | 18.63 | 1.38 | 9.60 | 9.45 | 5.93 | 3.40 | 8.74 | 13.77 | 8.10 | 9.16 | 15.89 | 8.97 | 10.47 | 5.96 | 9.61 | 6.53 | 12.27 | 11.37 |
| Yield(%) | NA | 3.65 | 4.08 | 3.88 | 3.94 | NA | NA | 0.00 | NA | 1.91 | 2.58 | 1.53 | 6.51 | 5.04 | 3.31 | 2.72 | 3.25 | 4.55 | 5.05 | 3.97 | 4.08 | 1.14 | 0.46 | 1.14 | 1.11 | 0.31 | 10.21 | 5.10 | 2.43 | 0.92 | 1.09 | 0.95 | 1.71 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Life & Annuity Insurance Co ONE INVESTOR ANNUITY B SHARES Tactical Asset Allocation Moderate |
-1.19%
Mar 2017 - Mar 2020 |
0.79%
Mar 2015 - Mar 2020 |
4.31%
Sep 2012 - Sep 2022 |
4.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Life & Annuity Insurance Co ONE INVESTOR ANNUITY B SHARES Tactical Asset Allocation Moderate |
14.83%
Oct 2004 - Oct 2007 |
11.72%
Dec 2002 - Dec 2007 |
8.46%
Apr 2003 - Apr 2013 |
8.14%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart