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 MFS SPECTRUM NQ B SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 24.45% | 4.96% | 9.50% | 8.22% | 8.94% | 7.68% | 7.44% |
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 MFS SPECTRUM NQ 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 (%) | -0.87 | 24.45 | 4.96 | 9.50 | 8.22 | 8.94 | 7.68 | 7.44 | NA | 6.45 | 15.51 | -10.79 | 12.30 | 17.26 | 26.17 | -2.85 | 9.57 | 2.61 | 3.69 | 8.21 | 12.18 | 12.87 | 4.02 | 13.62 | 27.08 | -18.26 | 5.04 | 8.63 | 2.70 | 8.26 | 15.64 | -2.79 | 0.97 |
| Sharpe Ratio | NA | 0.14 | -0.03 | 0.41 | 0.55 | NA | NA | 0.66 | 0.04 | -0.02 | 1.33 | -0.88 | 1.57 | 0.88 | 3.34 | -0.41 | 1.38 | 0.28 | 0.37 | 1.16 | 2.22 | 2.93 | 0.50 | 2.20 | 3.12 | -1.49 | 0.37 | 1.43 | 0.13 | 1.66 | 3.08 | -0.60 | -0.21 |
| Standard Deviation(%) | NA | 9.06 | 10.75 | 12.52 | 10.75 | NA | NA | 8.63 | 7.16 | 9.14 | 8.49 | 13.81 | 7.84 | 19.37 | 7.42 | 10.27 | 6.49 | 8.51 | 9.95 | 7.05 | 5.47 | 4.37 | 7.96 | 6.15 | 8.65 | 12.90 | 5.60 | 3.74 | 4.11 | 4.40 | 4.85 | 6.50 | 6.27 |
| Draw Down(%) | NA | 8.37 | 14.01 | 25.03 | 25.03 | NA | NA | 26.08 | 0.57 | 8.25 | 8.30 | 14.71 | 3.69 | 25.03 | 3.17 | 11.73 | 5.11 | 6.19 | 7.67 | 4.72 | 4.79 | 3.68 | 8.18 | 5.67 | 9.91 | 23.77 | 4.15 | 3.16 | 3.84 | 5.39 | 3.94 | 9.57 | 9.54 |
| Yield(%) | NA | 5.27 | 5.31 | 5.38 | 4.87 | NA | NA | 4.79 | NA | 0.60 | 5.57 | 4.73 | 5.24 | 5.54 | 5.81 | 6.59 | 0.34 | 1.15 | 9.18 | 4.84 | 3.18 | 4.35 | 4.21 | 5.68 | 4.39 | 3.04 | 6.27 | 4.60 | 5.09 | 4.12 | 4.48 | 4.95 | 6.17 |
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 MFS SPECTRUM NQ B SHARES Strategic Asset Allocation - Equal Weight Moderate |
-4.44%
Feb 2006 - Feb 2009 |
-0.79%
Feb 2004 - Feb 2009 |
5.64%
Feb 2001 - Feb 2011 |
6.02%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Life Insurance Co MFS SPECTRUM NQ B SHARES Strategic Asset Allocation - Equal Weight Moderate |
18.62%
Feb 2009 - Feb 2012 |
15.22%
Feb 2009 - Feb 2014 |
10.24%
Feb 2009 - Feb 2019 |
10.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart