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 - Optimal Moderate | NA | 27.68% | 3.36% | 7.72% | 6.88% | 7.92% | 6.78% | 6.62% |
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 - Optimal 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 (%) | -1.00 | 27.68 | 3.36 | 7.72 | 6.88 | 7.92 | 6.78 | 6.62 | NA | 11.38 | 11.53 | -13.00 | 5.77 | 20.72 | 23.45 | -4.44 | 10.36 | 6.77 | -0.15 | 4.54 | 15.01 | 11.49 | -0.40 | 15.47 | 23.92 | -25.45 | 7.17 | 10.04 | 7.47 | 12.64 | 21.11 | -6.63 | -1.68 |
| Sharpe Ratio | NA | 0.76 | -0.11 | 0.32 | 0.49 | NA | NA | 0.45 | 0.02 | 0.61 | 0.79 | -1.05 | 0.58 | 1.09 | 3.01 | -0.63 | 2.27 | 0.78 | -0.02 | 0.70 | 2.13 | 1.48 | -0.03 | 1.25 | 1.35 | -1.17 | 0.44 | 0.89 | 0.81 | 1.54 | 2.31 | -0.64 | -0.36 |
| Standard Deviation(%) | NA | 7.80 | 10.57 | 12.57 | 10.42 | NA | NA | 11.23 | 9.12 | 7.88 | 9.26 | 13.66 | 9.95 | 18.84 | 7.33 | 9.14 | 4.29 | 8.40 | 8.47 | 6.43 | 7.03 | 7.75 | 15.01 | 12.30 | 17.61 | 22.49 | 9.44 | 7.63 | 6.54 | 7.60 | 8.83 | 12.10 | 10.96 |
| Draw Down(%) | NA | 4.44 | 19.95 | 22.81 | 22.81 | NA | NA | 38.99 | 0.83 | 4.44 | 9.30 | 20.18 | 7.31 | 22.81 | 3.39 | 12.31 | 1.82 | 7.34 | 7.36 | 4.88 | 6.03 | 6.69 | 14.40 | 10.06 | 18.31 | 35.19 | 6.03 | 8.10 | 4.22 | 7.34 | 7.89 | 18.21 | 15.67 |
| Yield(%) | NA | 3.19 | 3.07 | 3.38 | 3.37 | NA | NA | 3.46 | NA | 1.01 | 2.66 | 3.28 | 2.37 | 4.35 | 5.23 | 2.97 | 0.54 | 4.12 | 4.78 | 2.87 | 5.05 | 3.31 | 4.62 | 3.74 | 2.79 | 2.54 | 3.35 | 2.96 | 2.85 | 3.05 | 3.76 | 3.22 | 4.24 |
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 - Optimal Moderate |
-9.10%
Feb 2006 - Feb 2009 |
-2.12%
Feb 2004 - Feb 2009 |
4.59%
Jan 2006 - Jan 2016 |
4.78%
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 - Optimal Moderate |
20.01%
Feb 2009 - Feb 2012 |
16.23%
Feb 2009 - Feb 2014 |
10.26%
Feb 2009 - Feb 2019 |
9.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart