Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES Tactical Asset Allocation Moderate | NA | 28.85% | 8.10% | 10.36% | 8.85% | 9.84% | 9.70% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS 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 | Common | Inception | 2025 | 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 (%) | -1.14 | 28.85 | 8.10 | 10.36 | 8.85 | 9.84 | 9.70 | … | … | 0.81 | 19.10 | 15.82 | -7.36 | 8.67 | 15.73 | 21.03 | -2.86 | 15.11 | 8.38 | 0.01 | 6.88 | 18.22 | 12.68 | 4.97 | 13.38 | 22.25 | -7.35 | 11.70 | 11.55 | 8.40 | 9.73 | 12.37 | -0.33 | 0.37 |
| Sharpe Ratio | NA | 1.28 | 0.48 | 0.58 | 0.67 | NA | NA | … | … | 0.06 | 1.15 | 1.33 | -0.72 | 0.79 | 0.77 | 2.61 | -0.37 | 3.07 | 1.02 | 0.00 | 0.80 | 2.54 | 1.64 | 0.34 | 1.36 | 2.68 | -1.50 | 0.91 | 1.13 | 0.97 | 1.10 | 1.62 | -0.25 | -0.31 |
| Standard Deviation(%) | NA | 10.84 | 10.69 | 13.19 | 11.06 | NA | NA | … | … | 12.43 | 10.87 | 8.69 | 12.13 | 11.01 | 20.13 | 7.53 | 11.22 | 4.72 | 8.06 | 9.31 | 8.62 | 7.16 | 7.71 | 14.55 | 9.75 | 8.27 | 5.51 | 9.62 | 7.30 | 6.43 | 7.96 | 7.20 | 5.80 | 6.18 |
| Draw Down(%) | NA | 6.75 | 13.62 | 21.84 | 21.84 | NA | NA | … | … | 1.05 | 6.75 | 7.27 | 13.93 | 7.71 | 21.84 | 3.91 | 13.11 | 1.73 | 7.18 | 8.29 | 6.08 | 4.55 | 6.32 | 11.54 | 7.88 | 4.29 | 11.97 | 7.38 | 7.67 | 5.02 | 7.03 | 4.72 | 4.20 | 7.94 |
| Yield(%) | NA | 2.76 | 3.98 | 4.62 | 4.43 | NA | NA | … | … | NA | 1.07 | 2.68 | 1.69 | 7.72 | 8.03 | 3.72 | 7.83 | 5.74 | 3.77 | 2.99 | 1.73 | 3.18 | 2.29 | 1.80 | 1.86 | 4.04 | 3.72 | 6.18 | 5.06 | 3.46 | 2.88 | 2.73 | 6.01 | 4.96 |
Data as of 10/31/2024, Common starting date 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 Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES Tactical Asset Allocation |
3.78%
Apr 2006 – Apr 2009 |
5.31%
Dec 2013 – Dec 2018 |
7.07%
Oct 2013 – Oct 2023 |
7.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Life Insurance Co FIDELITY ADVISOR GENERATIONS ANNUITY B SHARES Tactical Asset Allocation |
16.29%
Mar 2009 – Mar 2012 |
15.07%
Feb 2009 – Feb 2014 |
10.89%
Aug 2004 – Aug 2014 |
10.53%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart