Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nationwide Life Insurance Co NATIONWIDE CLASSIC B SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 20.59% | 4.53% | 10.06% | 8.15% | 8.36% | 7.32% | 7.07% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide Life Insurance Co NATIONWIDE CLASSIC 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 (%) | -1.18 | 20.59 | 4.53 | 10.06 | 8.15 | 8.36 | 7.32 | 7.07 | NA | 8.71 | 14.68 | -10.39 | 12.39 | 24.86 | 18.89 | -2.52 | 16.90 | -0.04 | 1.72 | 1.44 | 13.40 | 11.84 | 1.62 | 12.45 | 27.04 | -23.71 | 7.45 | 9.93 | 7.22 | 7.68 | 20.23 | -2.85 | -3.09 |
| Sharpe Ratio | NA | 0.44 | 0.02 | 0.57 | 0.64 | NA | NA | 0.61 | 0.08 | 0.25 | 1.37 | -0.89 | 1.36 | 1.34 | 2.46 | -0.39 | 4.14 | -0.03 | 0.19 | 0.20 | 2.50 | 2.23 | 0.16 | 1.62 | 2.60 | -1.66 | 0.65 | 1.31 | 1.05 | 1.22 | 3.28 | -0.53 | -0.74 |
| Standard Deviation(%) | NA | 8.29 | 10.02 | 12.03 | 10.19 | NA | NA | 8.92 | 8.35 | 8.35 | 7.59 | 13.17 | 9.07 | 18.41 | 7.12 | 9.90 | 3.93 | 8.65 | 8.80 | 7.17 | 5.34 | 5.30 | 10.01 | 7.62 | 10.37 | 14.88 | 6.84 | 5.09 | 4.82 | 5.51 | 5.96 | 7.52 | 7.29 |
| Draw Down(%) | NA | 5.09 | 17.20 | 21.58 | 21.58 | NA | NA | 31.14 | 0.64 | 5.09 | 6.20 | 17.88 | 5.79 | 21.58 | 3.31 | 11.22 | 1.32 | 8.20 | 8.40 | 5.33 | 5.12 | 4.36 | 9.42 | 6.37 | 10.16 | 29.28 | 5.45 | 5.21 | 3.91 | 5.43 | 4.65 | 10.53 | 13.56 |
| Yield(%) | NA | 2.50 | 2.29 | 2.85 | 3.10 | NA | NA | 3.59 | NA | 0.61 | 2.77 | 1.46 | 2.09 | 5.36 | 2.12 | 4.63 | 4.66 | 1.90 | 3.46 | 2.69 | 2.63 | 2.94 | 2.79 | 3.09 | 3.36 | 2.35 | 6.28 | 6.43 | 4.45 | 3.03 | 4.26 | 4.20 | 4.98 |
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 Insurance Co NATIONWIDE CLASSIC B SHARES Strategic Asset Allocation - Equal Weight Moderate |
-5.69%
Feb 2006 - Feb 2009 |
-0.71%
Feb 2004 - Feb 2009 |
4.52%
Dec 2006 - Dec 2016 |
5.14%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Life Insurance Co NATIONWIDE CLASSIC B SHARES Strategic Asset Allocation - Equal Weight Moderate |
18.60%
Dec 2018 - Dec 2021 |
14.51%
Feb 2009 - Feb 2014 |
9.54%
Dec 2011 - Dec 2021 |
9.86%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart