Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Nationwide Financial Advisor Mutual Funds Plan Strategic Asset Allocation - Equal Weight Moderate | NA | -0.94% | 2.60% | 2.43% | 5.09% | 4.13% | NA | 3.37% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide Financial Advisor Mutual Funds Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/03/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | -0.94 | 2.60 | 2.43 | 5.09 | 4.13 | NA | 3.37 | -1.28 | -4.68 | 9.31 | 0.87 | 0.04 | 1.53 | 10.25 | 9.26 | -0.39 | 8.99 | 14.26 | -23.11 | 4.34 | 13.05 | 5.88 | 9.41 | 19.50 | -9.11 | -7.75 |
| Sharpe Ratio | NA | -0.78 | 0.06 | 0.09 | 0.47 | NA | NA | 0.20 | -0.11 | -0.59 | 1.81 | 0.07 | 0.00 | 0.21 | 1.64 | 1.44 | -0.04 | 0.89 | 0.99 | -1.47 | 0.15 | 1.44 | 0.71 | 1.44 | 2.41 | -0.93 | -0.70 |
| Standard Deviation(%) | NA | 10.19 | 8.42 | 8.18 | 9.20 | NA | NA | 9.68 | 11.91 | 10.14 | 4.80 | 9.27 | 8.29 | 7.31 | 6.25 | 6.40 | 11.25 | 10.03 | 14.34 | 16.30 | 8.58 | 6.77 | 5.26 | 5.89 | 7.81 | 11.00 | 14.46 |
| Draw Down(%) | NA | 15.06 | 15.06 | 15.06 | 16.28 | NA | NA | 37.23 | 1.28 | 15.06 | 2.81 | 8.39 | 8.03 | 5.59 | 5.47 | 6.22 | 10.13 | 8.50 | 16.28 | 30.13 | 6.25 | 7.22 | 3.77 | 5.24 | 8.21 | 17.93 | 21.96 |
| Yield(%) | NA | 9.02 | 3.39 | 3.71 | 2.94 | NA | NA | 2.62 | 0.01 | 9.04 | 0.15 | 1.00 | 2.97 | 5.41 | 1.52 | 3.05 | 2.55 | 3.01 | 0.71 | 0.02 | 0.79 | 3.86 | 4.25 | 1.97 | 2.23 | 2.59 | 1.98 |
Data as of 10/31/2018, 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 Financial Advisor Mutual Funds Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.76%
Feb 2006 - Feb 2009 |
-1.85%
Feb 2004 - Feb 2009 |
2.08%
Dec 2006 - Dec 2016 |
3.13%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Financial Advisor Mutual Funds Plan Strategic Asset Allocation - Equal Weight Moderate |
14.39%
Mar 2003 - Mar 2006 |
11.26%
Sep 2002 - Sep 2007 |
6.15%
Mar 2003 - Mar 2013 |
5.42%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart