Nationwide America marketFLEX Annuity
Investment Model Portfolios
Investment options of Nationwide America marketFLEX Annuity
Total Available Funds: 107
Asset Class |
Ticker
| Description |
Others |
|
|
World Allocation |
MDLOX |
BlackRock Global Allocation VI Fund - ClassIII |
Moderate Allocation |
FFALX |
Franklin Templeton VIPT Founding Funds Allocation Fund - Class |
World Allocation |
WASAX |
Ivy Funds VIP Asset Strategy |
Moderate Allocation |
NoTicker |
NVIT Cardinal Capital Appreciation Fund - Class II |
Moderate Allocation |
NADMX |
NVIT Cardinal Moderate Fund - Class II |
Conservative Allocation |
NDCAX |
NVIT Cardinal Conservative Fund - Class II |
Conservative Allocation |
NADCX |
NVIT Investor Destinations Moderately Conservative Fund - Class VI |
Conservative Allocation |
NDCAX |
NVIT Investor Destinations Conservative Fund - Class VI |
Moderate Allocation |
NoTicker |
NVIT Investor Destinations Balanced Fund - Class VI |
Moderate Allocation |
NoTicker |
NVIT Investor Destinations Capital Appreciation Fund - Class VI |
Conservative Allocation |
RYEOX |
Rydex/SGI VT All-Asset Conservative Strategy Fund |
Moderate Allocation |
RYMOX |
Rydex/SGI VT All-Asset Moderate Strategy Fund |
Moderate Allocation |
CLERX |
Rydex/SGI VT CLS AdvisorOne Clermont Fund |
ROOT |
CASH |
NVIT Money Market Fund - Class II |
Equity Energy |
ENPIX |
ProFund VP Oil & Gas |
Bear Market |
RRPIX |
ProFund VP Rising Rates Opportunity |
Bear Market |
EUM |
ProFund VP Short Emerging Markets |
Bear Market |
UXPIX |
ProFund VP Short International |
Bear Market |
SOPIX |
ProFund VP Short NASDAQ-100 |
Bear Market |
USPIX |
ProFund VP Ultra Short NASDAQ-100 |
Financial |
RYKIX |
Rydex VT Banking Fund |
Natural Resources |
RYBIX |
Rydex VT Basic Materials Fund |
Health |
RYOIX |
Rydex VT Biotechnology Fund |
Consumer Staples |
RYCIX |
Rydex VT Consumer Products Fund |
Technology |
RYSIX |
Rydex VT Electronics Fund |
Equity Energy |
RYEIX |
Rydex VT Energy Fund |
Equity Energy |
RYVIX |
Rydex VT Energy Services Fund |
Financial |
RYFIX |
Rydex VT Financial Services Fund |
Health |
RYHIX |
Rydex VT Health Care Fund |
Technology |
RYIIX |
Rydex VT Internet Fund |
Bear Market |
RYCWX |
Rydex VT Inverse Dow 2x Strategy Fund |
Bear Market |
RYJUX |
Rydex VT Inverse Government Long Bond Strategy Fund |
Bear Market |
RYAGX |
Rydex VT Inverse Mid-Cap Strategy Fund |
Bear Market |
RYAIX |
Rydex VT Inverse NASDAQ-100 Strategy Fund |
Bear Market |
RYAFX |
Rydex VT Inverse Russell 2000 Strategy Fund |
Bear Market |
RYURX |
Rydex VT Inverse S&P 500 Strategy Fund |
Consumer Discretionary |
RYLIX |
Rydex VT Leisure Fund |
EQUITY PRECIOUS METALS |
RYPMX |
Rydex VT Precious Metals Fund |
Consumer Discretionary |
RYRIX |
Rydex VT Retailing Fund |
Currency |
RYSDX |
Rydex VT Strengthening Dollar 2x Strategy Fund |
Technology |
RYTIX |
Rydex VT Technology Fund |
Communications |
RYMIX |
Rydex VT Telecommunications Fund |
Industrials |
RYPIX |
Rydex VT Transportation Fund |
Utilities |
RYUIX |
Rydex VT Utilities Fund |
Currency |
RYWBX |
Rydex VT Weakening Dollar 2x Strategy Fund |
Long-Short |
RYEMX |
Rydex/SGI VT Alternative Strategies Allocation Fund |
World Allocation |
CLBLX |
Rydex/SGI VT CLS AdvisorOne Select Allocation Fund |
Long-Short |
RYMTX |
Rydex/SGI VT Managed Futures Strategy Fund |
Long-Short |
RYMQX |
Rydex/SGI VT Multi-Hedge Strategies Fund |
|
US EQUITY |
|
|
LARGE BLEND |
NDAAX |
NVIT Cardinal Aggressive Fund - Class II |
LARGE BLEND |
NDMAX |
NVIT Cardinal Moderately Aggressive Fund - Class II |
LARGE BLEND |
NDAAX |
NVIT Investor Destinations Aggressive Fund - Class VI |
LARGE BLEND |
RYGGX |
Rydex/SGI VT All-Asset Aggressive Strategy Fund |
LARGE VALUE |
AMADX |
American Century VP Income & Growth Fund - Class III |
LARGE GROWTH |
TWCUX |
American Century VP Ultra Fund - Class III |
LARGE VALUE |
TWVLX |
American Century VP Value Fund - Class III |
LARGE GROWTH |
FCNTX |
Fidelity VIP Contrafund Portfolio - Service Class 2 R |
LARGE VALUE |
FEQIX |
Fidelity VIP Equity-Income Portfolio - Service Class 2 R |
Mid-Cap Growth |
FRVIX |
Fidelity VIP Growth Portfolio - Service Class 2 R |
LARGE GROWTH |
NMFAX |
NVIT Multi-Manager Large Cap Growth Fund - Class II |
LARGE VALUE |
NPVAX |
NVIT Multi-Manager Large Cap Value Fund - Class II |
LARGE BLEND |
NWFAX |
NVIT Nationwide Fund - Class III |
LARGE VALUE |
RYCVX |
Rydex VT Dow 2x Strategy Fund |
LARGE GROWTH |
RYOCX |
Rydex VT NASDAQ-100 Fund |
LARGE GROWTH |
RPG |
Rydex VT S&P 500 Pure Growth Fund |
LARGE VALUE |
RPV |
Rydex VT S&P 500 Pure Value Fund |
LARGE BLEND |
CLSAX |
Rydex/SGI VT CLS AdvisorOne Amerigo Fund |
Mid-Cap Growth |
NoTicker |
NVIT Multi-Manager Mid Cap Growth Fund - Class II |
MID-CAP VALUE |
NoTicker |
NVIT Multi-Manager Mid Cap Value Fund - Class II |
Mid-Cap Growth |
RFG |
Rydex VT S&P MidCap 400 Pure Growth Fund |
MID-CAP VALUE |
RFV |
Rydex VT S&P MidCap 400 Pure Value Fund |
SMALL BLEND |
SSUAX |
NVIT Multi-Manager Small Cap Value Fund - Class III |
Small Growth |
RZG |
Rydex VT S&P SmallCap 600 Pure Growth Fund |
SMALL VALUE |
RZV |
Rydex VT S&P SmallCap 600 Pure Value Fund |
LARGE GROWTH |
OTPIX |
ProFund VP NASDAQ-100 |
LARGE GROWTH |
UOPIX |
ProFund VP Ultra NASDAQ-100 |
MID-CAP BLEND |
RYAHX |
Rydex VT Mid-Cap 1.5x Strategy Fund |
LARGE GROWTH |
RYVLX |
Rydex VT NASDAQ-100 2x Strategy Fund |
LARGE BLEND |
RYNVX |
Rydex VT Nova Fund |
SMALL BLEND |
RYAKX |
Rydex VT Russell 2000 1.5x Strategy Fund |
LARGE BLEND |
RYTTX |
Rydex VT S&P 500 2x Strategy Fund |
MID-CAP BLEND |
NoTicker |
Rydex/SGI VT DWA Flexible Allocation Fund |
MID-CAP BLEND |
NoTicker |
Rydex/SGI VT DWA Sector Rotation Fund |
LARGE GROWTH |
RYAMX |
Rydex/SGI VT U.S. Long Short Momentum Fund |
|
FIXED INCOME |
|
|
High Yield Bond |
FHIIX |
Federated NVIT High Income Bond Fund - Class III |
Intermediate Government |
NUSAX |
NVIT Government Bond Fund - Class III |
High Yield Bond |
PHDAX |
PIMCO VIT High Yield Portfolio - Advisor Class |
High Yield Bond |
TAHYX |
Pioneer High Yield VCT Portfolio - Class II |
LONG GOVERNMENT |
RYABX |
Rydex VT Government Long Bond 1.2x Strategy Fund |
Emerging Markets Bond |
PEMPX |
PIMCO VIT Emerging Markets Bond Portfolio - Advisor Class |
WORLD BOND |
PFUAX |
PIMCO VIT Foreign Bond Portfolio (unhedged) - Advisor Class |
WORLD BOND |
PADMX |
PIMCO VIT Global Bond (Unhedged) - Advisor Class |
LONG GOVERNMENT |
GVPQX |
ProFund VP U.S. Government Plus |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
VEIEX |
NVIT Emerging Markets Fund - Class III |
DIVERSIFIED EMERGING MKTS |
PEMFX |
Pioneer Emerging Markets VCT Portfolio - Class II |
DIVERSIFIED EMERGING MKTS |
NoTicker |
ProFund VP Emerging Markets |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Growth |
NoTicker |
NVIT Multi-Manager International Growth Fund - Class VI |
Foreign Large Value |
NWVAX |
NVIT Multi-Manager International Value Fund - Class VI |
Foreign Large Blend |
NoTicker |
ProFund VP International |
INTERNATIONAL EQUITY |
NoTicker |
ProFund VP Japan |
EUROPE STOCK |
RYEUX |
Rydex VT Europe 1.25x Strategy Fund |
JAPAN STOCK |
RYJSX |
Rydex VT Japan 2x Strategy Fund |
Foreign Large Blend |
RYFRX |
Rydex/SGI VT International Long Short Select Fund |
|
COMMODITIES |
|
|
COMMODITIES BROAD BASKET |
CCRSX |
Credit Suisse Trust Commodity Return Strategy Portfolio |
COMMODITIES BROAD BASKET |
PCRPX |
PIMCO VIT Commodity RealReturn Strategy Portfolio - Advisor Class |
COMMODITIES BROAD BASKET |
RYMBX |
Rydex VT Commodities Strategy Fund |
|
REAL ESTATE |
|
|
REAL ESTATE |
RYREX |
Rydex VT Real Estate Fund |
|
Investment model portfolios
We provide two types of investment model portfolios for Nationwide America marketFLEX Annuity 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 Am... Moderate
|
0.08 |
-7.78 |
41.58 |
22.09 |
15.42 |
13.08 |
NA |
12.88 |
NA |
NA |
NA |
NA |
NA |
NA |
0.01 |
12.39 |
-7.32 |
187.23 |
-7.98 |
1.56 |
7.08 |
9.04 |
-6.26 |
11.88 |
28.66 |
-9.77 |
19.36 |
17.05 |
5.52 |
5.87 |
23.07 |
3.79 |
5.51 |
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)
|
2.10 |
7.18 |
10.93 |
11.18 |
13.10 |
8.60 |
6.45 |
6.55 |
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)
|
1.16 |
-0.24 |
4.98 |
4.97 |
7.82 |
5.92 |
5.61 |
5.27 |
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 Am... Moderate
|
NA |
-0.92 |
0.34 |
0.02 |
-0.14 |
NA |
NA |
-0.32 |
NA |
NA |
NA |
NA |
NA |
NA |
0.00 |
-0.93 |
-1.72 |
1.58 |
-3.58 |
-2.82 |
-1.68 |
-2.09 |
-2.21 |
-0.46 |
0.96 |
-2.88 |
-0.21 |
-0.56 |
-2.05 |
-1.49 |
0.60 |
-3.13 |
-3.67 |
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)
|
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 Am... Moderate
|
NA |
9.92 |
56.84 |
44.30 |
32.15 |
NA |
NA |
24.64 |
NA |
NA |
NA |
NA |
NA |
NA |
0.00 |
9.92 |
15.42 |
96.66 |
7.40 |
6.01 |
6.82 |
4.56 |
11.19 |
14.65 |
10.45 |
10.20 |
12.82 |
9.51 |
7.58 |
9.24 |
6.24 |
5.10 |
4.27 |
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 Am... Moderate
|
NA |
5.91 |
17.34 |
17.34 |
17.34 |
NA |
NA |
19.93 |
NA |
NA |
NA |
NA |
NA |
NA |
0.00 |
5.91 |
14.03 |
4.44 |
14.06 |
6.30 |
6.60 |
2.40 |
13.59 |
10.34 |
5.54 |
19.93 |
10.23 |
10.33 |
5.76 |
10.25 |
2.90 |
5.26 |
3.06 |
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 Am... Moderate
|
NA |
16.28 |
6.18 |
4.26 |
3.91 |
NA |
NA |
3.75 |
NA |
NA |
NA |
NA |
NA |
NA |
0.01 |
16.28 |
0.41 |
1.84 |
0.85 |
1.90 |
3.03 |
4.57 |
3.80 |
3.88 |
2.49 |
2.21 |
4.63 |
3.58 |
1.84 |
3.68 |
4.65 |
2.17 |
5.74 |
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 10/31/2018, AR inception is 12/31/2000