Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NATIONWIDE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 23.27% | 3.77% | 7.44% | 6.12% | 6.85% | 6.28% | 6.20% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONWIDE SAVINGS PLAN 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 (%) | -1.01 | 23.27 | 3.77 | 7.44 | 6.12 | 6.85 | 6.28 | 6.20 | NA | 8.75 | 10.32 | -8.18 | 6.36 | 16.32 | 20.62 | -6.54 | 11.21 | 5.47 | -0.59 | 3.00 | 11.35 | 9.96 | 1.19 | 12.54 | 20.50 | -21.10 | 8.73 | 12.04 | 6.80 | 10.31 | 24.84 | -6.41 | -3.88 |
| Sharpe Ratio | NA | 0.38 | -0.04 | 0.32 | 0.44 | NA | NA | 0.47 | 0.06 | 0.24 | 0.69 | -0.81 | 0.66 | 0.88 | 2.84 | -0.88 | 2.37 | 0.59 | -0.08 | 0.48 | 1.71 | 1.71 | 0.11 | 1.29 | 1.45 | -1.23 | 0.69 | 1.33 | 0.85 | 1.26 | 2.96 | -0.67 | -0.59 |
| Standard Deviation(%) | NA | 8.93 | 9.95 | 12.02 | 10.06 | NA | NA | 9.91 | 8.14 | 8.97 | 8.76 | 11.82 | 9.57 | 18.24 | 6.76 | 8.90 | 4.47 | 8.91 | 8.25 | 6.25 | 6.63 | 5.79 | 10.52 | 9.69 | 14.11 | 17.92 | 8.30 | 6.61 | 5.48 | 7.46 | 8.16 | 11.27 | 10.40 |
| Draw Down(%) | NA | 5.35 | 14.88 | 23.11 | 23.11 | NA | NA | 33.68 | 0.60 | 5.35 | 9.07 | 15.07 | 6.65 | 23.11 | 3.44 | 13.01 | 2.16 | 7.42 | 8.09 | 5.18 | 6.50 | 4.87 | 9.76 | 7.83 | 15.57 | 30.71 | 5.05 | 7.07 | 3.93 | 7.52 | 7.40 | 17.08 | 16.66 |
| Yield(%) | NA | 3.43 | 3.39 | 3.31 | 3.11 | NA | NA | 3.33 | NA | 1.05 | 3.16 | 2.69 | 3.57 | 3.05 | 4.67 | 2.40 | 0.52 | 3.41 | 4.30 | 2.92 | 3.15 | 3.40 | 3.95 | 3.83 | 3.12 | 3.10 | 4.53 | 2.91 | 2.92 | 2.81 | 3.92 | 3.38 | 3.88 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.68%
Feb 2006 - Feb 2009 |
-0.43%
Feb 2004 - Feb 2009 |
4.40%
Oct 2013 - Oct 2023 |
4.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONWIDE SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.24%
Feb 2009 - Feb 2012 |
13.77%
Feb 2009 - Feb 2014 |
8.58%
Mar 2003 - Mar 2013 |
8.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart