Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NATIONWIDE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.55% | 0.18% | 4.77% | 3.99% | 4.58% | 5.62% | 6.77% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONWIDE SAVINGS PLAN 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 (%) | -1.18 | 21.55 | 0.18 | 4.77 | 3.99 | 4.58 | 5.62 | 6.77 | NA | 9.65 | 6.50 | -13.41 | 8.25 | 12.69 | 8.59 | -3.19 | 10.90 | 5.80 | -3.53 | -1.55 | 13.14 | 5.98 | 2.34 | 5.09 | 14.23 | 2.23 | 9.09 | 13.80 | 3.03 | 12.16 | 20.61 | 8.70 | 9.91 |
| Sharpe Ratio | NA | 0.52 | -0.30 | 0.20 | 0.31 | NA | NA | 0.70 | 0.06 | 0.30 | 0.28 | -1.58 | 0.93 | 1.39 | 1.66 | -0.62 | 2.09 | 1.16 | -0.69 | -0.24 | 1.90 | 1.08 | 0.24 | 0.45 | 1.71 | 0.27 | 0.57 | 1.35 | 0.14 | 1.51 | 3.31 | 1.46 | 1.36 |
| Standard Deviation(%) | NA | 10.19 | 9.27 | 9.14 | 7.50 | NA | NA | 7.50 | 11.19 | 10.23 | 8.03 | 9.36 | 8.85 | 9.00 | 4.32 | 7.21 | 4.92 | 4.82 | 5.17 | 6.57 | 6.90 | 5.50 | 9.56 | 11.02 | 8.25 | 4.87 | 10.66 | 7.82 | 6.15 | 7.45 | 6.02 | 5.22 | 5.59 |
| Draw Down(%) | NA | 6.14 | 18.58 | 20.98 | 20.98 | NA | NA | 20.98 | 0.93 | 6.14 | 7.54 | 14.01 | 4.13 | 12.33 | 3.95 | 9.11 | 2.21 | 2.58 | 6.06 | 5.47 | 5.20 | 4.58 | 9.14 | 10.97 | 4.46 | 2.55 | 7.72 | 9.43 | 4.81 | 7.04 | 3.18 | 3.22 | 4.05 |
| Yield(%) | NA | 3.44 | 3.37 | 3.54 | 3.11 | NA | NA | 3.62 | NA | 0.97 | 2.88 | 2.39 | 3.92 | 4.48 | 5.00 | 2.49 | 0.23 | 3.41 | 2.16 | 3.77 | 3.80 | 3.58 | 3.32 | 4.04 | 4.24 | 3.83 | 2.92 | 2.86 | 2.86 | 2.90 | 5.05 | 5.72 | 6.51 |
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 SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.65%
Apr 2021 - Apr 2024 |
0.91%
Sep 2018 - Sep 2023 |
1.88%
Oct 2013 - Oct 2023 |
3.85%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONWIDE SAVINGS PLAN Tactical Asset Allocation Moderate |
13.72%
Dec 2001 - Dec 2004 |
13.02%
Oct 2002 - Oct 2007 |
10.15%
Apr 2001 - Apr 2011 |
7.65%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart