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 Strategic Asset Allocation - Equal Weight Moderate | NA | 22.00% | 4.59% | 8.24% | 6.25% | 6.63% | 5.78% | 5.12% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.25 | 22.00 | 4.59 | 8.24 | 6.25 | 6.63 | 5.78 | 5.12 | NA | 10.40 | 14.71 | -11.39 | 12.95 | 13.04 | 16.45 | -5.84 | 13.67 | 0.89 | 1.04 | -0.21 | 18.84 | 12.03 | -6.45 | 9.83 | 19.49 | -26.62 | 9.46 | 12.77 | 7.51 | 7.34 | 21.38 | -11.23 | -6.41 |
| Sharpe Ratio | NA | 0.61 | 0.06 | 0.42 | 0.46 | NA | NA | 0.32 | 0.07 | 0.43 | 1.35 | -1.01 | 1.52 | 0.69 | 2.11 | -0.74 | 3.19 | 0.07 | 0.11 | -0.03 | 2.68 | 1.32 | -0.39 | 0.74 | 1.14 | -1.26 | 0.63 | 1.37 | 0.86 | 0.85 | 2.24 | -0.96 | -0.82 |
| Standard Deviation(%) | NA | 8.75 | 10.00 | 12.00 | 10.25 | NA | NA | 11.35 | 8.26 | 8.82 | 7.77 | 12.70 | 8.48 | 18.62 | 7.14 | 9.61 | 4.09 | 9.24 | 9.45 | 7.80 | 7.02 | 9.08 | 16.83 | 13.08 | 17.03 | 21.94 | 10.25 | 6.95 | 6.19 | 7.56 | 9.25 | 12.90 | 10.60 |
| Draw Down(%) | NA | 5.98 | 16.77 | 21.40 | 21.40 | NA | NA | 39.11 | 0.62 | 5.98 | 6.86 | 18.00 | 4.67 | 21.40 | 3.75 | 12.73 | 1.63 | 8.54 | 9.05 | 6.29 | 4.79 | 8.33 | 17.72 | 11.07 | 15.51 | 34.52 | 7.75 | 7.68 | 4.80 | 7.26 | 9.31 | 19.34 | 17.44 |
| Yield(%) | NA | 1.89 | 2.67 | 2.59 | 2.10 | NA | NA | 2.13 | NA | 0.51 | 2.23 | 1.29 | 4.00 | 3.69 | 1.28 | 3.42 | 0.44 | 0.82 | 1.84 | 1.43 | 3.58 | 1.15 | 0.63 | 0.77 | 0.95 | 1.15 | 7.43 | 4.43 | 3.34 | 1.36 | 1.14 | 0.65 | 1.52 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.71%
Feb 2006 - Feb 2009 |
-1.78%
Feb 2004 - Feb 2009 |
2.94%
Dec 2006 - Dec 2016 |
3.17%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.58%
Mar 2003 - Mar 2006 |
12.86%
Feb 2009 - Feb 2014 |
7.98%
Dec 2011 - Dec 2021 |
7.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart