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 - Optimal Moderate | NA | -15.92% | -0.24% | 1.03% | 4.00% | 2.50% | 4.83% | 3.77% |
Data as of 10/31/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide Financial Advisor Mutual Funds Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 1.83 | -15.92 | -0.24 | 1.03 | 4.00 | 2.50 | 4.83 | 3.77 | 4.03 | -14.36 | 5.85 | 14.23 | 12.36 | -4.73 | 3.45 | 7.19 | 0.55 | 2.51 | 16.93 | 11.08 | -1.28 | 12.74 | 19.92 | -27.89 | 1.51 | 12.25 | 6.28 | 12.01 | 21.95 | -10.72 | -4.97 |
| Sharpe Ratio | NA | -0.60 | 0.12 | 0.11 | 0.33 | NA | NA | 0.25 | 0.23 | -1.17 | 0.60 | 0.73 | 1.24 | -0.59 | 0.46 | 0.80 | 0.06 | 0.35 | 2.34 | 1.42 | -0.09 | 1.02 | 1.06 | -1.26 | -0.15 | 1.25 | 0.58 | 1.35 | 2.32 | -0.82 | -0.63 |
| Standard Deviation(%) | NA | 14.06 | 14.91 | 13.04 | 10.66 | NA | NA | 11.93 | 16.33 | 13.50 | 9.71 | 19.27 | 8.82 | 10.32 | 6.17 | 8.76 | 8.27 | 7.12 | 7.23 | 7.77 | 14.83 | 12.36 | 18.77 | 22.80 | 9.98 | 7.17 | 7.06 | 8.20 | 9.16 | 14.41 | 11.56 |
| Draw Down(%) | NA | 18.01 | 22.45 | 24.64 | 24.64 | NA | NA | 45.15 | 2.44 | 20.47 | 7.22 | 22.45 | 4.96 | 15.30 | 4.94 | 7.17 | 7.59 | 5.31 | 5.68 | 6.64 | 14.45 | 10.37 | 19.86 | 35.46 | 6.58 | 7.74 | 4.99 | 7.21 | 8.11 | 18.35 | 17.01 |
| Yield(%) | NA | 7.06 | 5.11 | 5.25 | 4.02 | NA | NA | 3.11 | 2.36 | 4.74 | 4.72 | 3.65 | 1.52 | 9.77 | 0.19 | 1.16 | 2.40 | 6.81 | 3.34 | 2.89 | 2.48 | 2.93 | 0.71 | 0.00 | 0.83 | 3.64 | 3.81 | 3.62 | 3.04 | 2.55 | 1.18 |
Data as of 10/31/2022, 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 - Optimal Moderate |
-11.51%
Feb 2006 - Feb 2009 |
-3.95%
Feb 2004 - Feb 2009 |
3.21%
Feb 2006 - Feb 2016 |
2.31%
Sep 2007 - Sep 2022 |
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 - Optimal Moderate |
17.86%
Feb 2009 - Feb 2012 |
15.00%
Feb 2009 - Feb 2014 |
9.09%
Feb 2009 - Feb 2019 |
6.37%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart