Nationwide Life Insurance Co BEST OF AMERICA IV NQ B SHARES
Investment Model Portfolios
Investment options of Nationwide Life Insurance Co BEST OF AMERICA IV NQ B SHARES
Total Available Funds: 38
Asset Class |
Ticker
| Description |
Others |
|
|
Moderate Allocation |
AVBIX |
American Century VP Balanced I |
Moderate Allocation |
FASMX |
Fidelity V5 Asset Manager Init |
ROOT |
CASH |
Nationwide VIT Money Market 1 |
Moderate Allocation |
OPASX |
Oppenheimer VA Balanced NS |
Natural Resources |
GHAAX |
Van Eck Worldwide Hard Asset Inl |
|
US EQUITY |
|
|
Mid-Cap Growth |
AVCIX |
American Century VP Capital Appreciation I |
LARGE VALUE |
AVGIX |
American Century VP Income & Growth I |
LARGE VALUE |
AVPIX |
American Century VP Value I |
MID-CAP BLEND |
WTSGX |
Credit Suisse US Equity Flexible 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 |
DGRIX |
Dreyfus Var Inv Growth & Income I |
LARGE GROWTH |
FCNTX |
Fidelity V2 Contrafund Init |
LARGE GROWTH |
FAGCX |
Fidelity V3 Growth Opportunities Init |
LARGE VALUE |
FEQIX |
Fidelity VIP Equity-Income Init |
LARGE GROWTH |
EPGAX |
Fidelity VIP Growth Init |
LARGE GROWTH |
NMFAX |
Nationwide VIT Growth 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 NQ |
Mid-Cap Growth |
NBMTX |
Neuberger Berman AMT Growth I |
LARGE BLEND |
NGDLX |
Neuberger Berman AMT Guardian I |
LARGE BLEND |
NBPTX |
Neuberger Berman AMT Partners I |
LARGE GROWTH |
OPTFX |
Oppenheimer VA Capital Appreciation NS |
Mid-Cap Growth |
WFDAX |
WFVT Discovery |
MID-CAP BLEND |
SOPVX |
WFVT Opportunity |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
AVIIX |
American Century VP International I |
Foreign Large Blend |
FAOAX |
Fidelity VIP Overseas Init |
WORLD STOCK |
OPPAX |
Oppenheimer VA Global NS |
|
FIXED INCOME |
|
|
High Yield Bond |
SPHIX |
Fidelity VIP High Income Init |
Intermediate Government |
NUSAX |
Nationwide VIT Government Bond 1 N |
Short-Term Bond |
NSBTX |
Neuberger Berman AMT Short Duration I |
Intermediate-Term Bond |
OPIGX |
Oppenheimer VA Core Plus Bond NS |
Emerging Markets Bond |
UEMDX |
UIF Emerging Market Debt I |
WORLD BOND |
PADMX |
Van Eck Worldwide Bond 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 IV NQ 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
|
0.96 |
-5.13 |
6.26 |
4.01 |
9.25 |
9.22 |
NA |
10.40 |
NA |
NA |
NA |
NA |
NA |
NA |
5.27 |
-4.16 |
17.65 |
3.42 |
-4.22 |
5.89 |
14.92 |
8.19 |
0.63 |
16.91 |
36.10 |
-5.69 |
17.99 |
19.41 |
9.02 |
9.69 |
40.08 |
2.24 |
8.19 |
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 |
-0.04 |
0.79 |
0.57 |
1.03 |
NA |
NA |
1.12 |
NA |
NA |
NA |
NA |
NA |
NA |
1.18 |
-0.74 |
3.21 |
0.53 |
-0.61 |
0.94 |
2.15 |
1.59 |
0.05 |
1.37 |
2.37 |
-1.37 |
1.26 |
1.86 |
0.92 |
0.86 |
5.87 |
0.19 |
1.28 |
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 |
5.54 |
6.36 |
6.31 |
8.95 |
NA |
NA |
8.45 |
NA |
NA |
NA |
NA |
NA |
NA |
4.06 |
7.46 |
5.30 |
6.01 |
6.98 |
6.23 |
6.91 |
5.11 |
11.56 |
12.32 |
15.18 |
4.82 |
11.88 |
8.65 |
7.44 |
10.12 |
6.71 |
6.14 |
4.60 |
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 |
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 |
7.69 |
9.86 |
9.86 |
10.99 |
NA |
NA |
14.49 |
NA |
NA |
NA |
NA |
NA |
NA |
1.09 |
9.86 |
3.15 |
7.34 |
9.12 |
5.37 |
5.41 |
4.67 |
10.54 |
8.54 |
8.44 |
8.13 |
9.94 |
10.24 |
5.42 |
14.49 |
3.63 |
4.16 |
3.13 |
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 |
4.64 |
2.92 |
3.04 |
3.39 |
NA |
NA |
4.18 |
NA |
NA |
NA |
NA |
NA |
NA |
0.53 |
4.08 |
0.26 |
4.25 |
1.61 |
6.53 |
3.59 |
3.31 |
3.00 |
3.73 |
3.33 |
4.63 |
6.03 |
9.94 |
6.66 |
3.34 |
3.20 |
1.97 |
5.35 |
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