Nationwide Life Insurance Co Best of America Future Annuity B Shares
Investment Model Portfolios
--
Investment options of Nationwide Life Insurance Co Best of America Future Annuity B Shares
Total Available Funds: 33
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE VALUE |
AVGIX |
American Century VP Income & Growth I |
LARGE VALUE |
AVPIX |
American Century VP Value I |
LARGE GROWTH |
DAPAX |
Dreyfus Socially Responsible Init |
LARGE BLEND |
PEOPX |
Dreyfus Stock Index Init |
LARGE BLEND |
DGAGX |
Dreyfus Var Inv Appreciation I |
LARGE GROWTH |
FCNTX |
Fidelity V2 Contrafund Svc |
LARGE GROWTH |
FAGAX |
Fidelity V3 Growth Opportunities Svc |
LARGE VALUE |
FEQIX |
Fidelity VIP Equity-Income Svc |
LARGE GROWTH |
EPGAX |
Fidelity VIP Growth Svc |
LARGE BLEND |
VFINX |
Nationwide VIT Comstock Value 1 |
LARGE GROWTH |
NMFAX |
Nationwide VIT Growth 1 |
MID-CAP BLEND |
GMXAX |
Nationwide VIT Mid Cap Index 1 |
SMALL BLEND |
GMRAX |
Nationwide VIT Small Company 1 |
SMALL VALUE |
NWUAX |
Nationwide VIT Small Cap Value 1 |
LARGE BLEND |
NWFAX |
Nationwide VIT Nation 1 |
LARGE BLEND |
NGDLX |
Neuberger Berman AMT Guardian I |
Mid-Cap Growth |
NBMTX |
Neuberger Berman AMT Mid-Cap Growth I |
LARGE BLEND |
NBPTX |
Neuberger Berman AMT Partners I |
LARGE GROWTH |
OPTFX |
Oppenheimer VA Capital Appreciation NS |
LARGE BLEND |
MSIGX |
Oppenheimer VA Main Street NS |
Mid-Cap Growth |
OEGAX |
Oppenheimer VA Small & Mid Cap Growth NS |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
AVIIX |
American Century VP International I |
Foreign Large Blend |
FAOAX |
Fidelity VIP Overseas Svc |
WORLD STOCK |
MWOFX |
Nationwide VIT Worldwide Leader 1 |
|
FIXED INCOME |
|
|
High Yield Bond |
SPHIX |
Fidelity VIP High Income Svc |
High Yield Bond |
FHIIX |
Nationwide VIT Federated High Income 1 |
Intermediate Government |
NUSAX |
Nationwide VIT Government Bond 1 |
Multisector Bond |
FSTAX |
Nationwide VIT Multi Sector Bond 1 |
Emerging Markets Bond |
UEMDX |
UIF Emerging Market Debt I |
|
Others |
|
|
ROOT |
CASH |
Nationwide VIT Money Market 1 |
Natural Resources |
GHAAX |
Van Eck Worldwide Hard Asset Inl |
|
REAL ESTATE |
|
|
REAL ESTATE |
UUSRX |
UIF US Real Estate I |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
GBFAX |
Van Eck Worldwide Emerging Markets Inl |
|
Investment model portfolios
We provide two types of investment model portfolios for Nationwide Life Insurance Co Best of America Future Annuity B Shares participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
|
Ticker/Portfolio |
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 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
Annualized Return (%)
|
Nationwide Li... Moderate
|
0.52 |
-3.55 |
7.16 |
4.00 |
8.73 |
8.93 |
NA |
9.38 |
NA |
NA |
NA |
NA |
NA |
NA |
5.77 |
-1.42 |
17.58 |
1.59 |
-4.37 |
3.61 |
13.93 |
8.79 |
-0.91 |
15.02 |
36.59 |
-6.86 |
17.77 |
20.13 |
11.67 |
8.64 |
32.13 |
-2.17 |
5.67 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
2.38 |
-2.48 |
13.87 |
10.80 |
14.86 |
8.03 |
5.72 |
6.19 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
VSMGX (VANGUA...R SHARES)
|
1.67 |
-4.09 |
7.72 |
5.10 |
8.74 |
5.54 |
5.12 |
5.03 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Sharpe Ratio
|
Nationwide Li... Moderate
|
NA |
0.31 |
0.95 |
0.54 |
0.96 |
NA |
NA |
1.02 |
NA |
NA |
NA |
NA |
NA |
NA |
1.46 |
-0.31 |
3.36 |
0.22 |
-0.61 |
0.60 |
2.05 |
1.86 |
-0.09 |
1.04 |
2.47 |
-1.95 |
1.34 |
1.98 |
1.44 |
0.81 |
5.52 |
-0.77 |
0.68 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
0.60 |
0.95 |
0.80 |
0.65 |
NA |
NA |
0.45 |
0.51 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
VSMGX (VANGUA...R SHARES)
|
NA |
0.62 |
0.74 |
0.50 |
0.48 |
NA |
NA |
0.51 |
0.88 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Standard Deviation(%)
|
Nationwide Li... Moderate
|
NA |
6.73 |
6.87 |
6.61 |
9.19 |
NA |
NA |
8.33 |
NA |
NA |
NA |
NA |
NA |
NA |
3.62 |
8.86 |
5.04 |
6.34 |
7.26 |
6.04 |
6.77 |
4.70 |
10.92 |
14.29 |
14.75 |
4.00 |
11.03 |
8.51 |
6.62 |
9.51 |
5.70 |
4.27 |
4.92 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
19.74 |
17.13 |
17.38 |
18.46 |
NA |
NA |
18.09 |
23.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
VSMGX (VANGUA...R SHARES)
|
NA |
10.45 |
10.08 |
10.06 |
10.41 |
NA |
NA |
11.48 |
11.95 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Draw Down(%)
|
Nationwide Li... Moderate
|
NA |
7.76 |
8.11 |
10.31 |
10.67 |
NA |
NA |
12.43 |
NA |
NA |
NA |
NA |
NA |
NA |
0.61 |
8.11 |
2.07 |
7.07 |
8.71 |
4.81 |
5.46 |
3.51 |
10.67 |
10.36 |
8.37 |
8.79 |
9.43 |
10.07 |
5.49 |
12.43 |
2.18 |
5.52 |
3.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Yield(%)
|
Nationwide Li... Moderate
|
NA |
7.53 |
3.96 |
3.35 |
3.37 |
NA |
NA |
3.64 |
NA |
NA |
NA |
NA |
NA |
NA |
0.63 |
6.92 |
0.45 |
4.37 |
2.15 |
2.95 |
3.98 |
4.00 |
3.81 |
2.15 |
2.53 |
4.03 |
5.82 |
6.38 |
6.21 |
2.03 |
0.46 |
1.22 |
5.38 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 01/31/2019, AR inception is 12/31/2000