NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX)

Basic Info 9.91 0.02(0.20%)
May 30

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 started on 02/03/2005
NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 is classified as asset class Conservative Allocation
NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 expense ratio is 0.52%
NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 rating is
(79%)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) dividend growth in the last 12 months is 69.85%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 is 5.23%. its dividend history:

DateDividend
03/14/2024 0.0168
12/22/2023 0.4043
09/14/2023 0.0324
06/15/2023 0.0394
03/16/2023 0.019
12/23/2022 0.2122
09/15/2022 0.0271
06/09/2022 0.0319
03/10/2022 0.0173
12/23/2021 0.3089
09/09/2021 0.0272
06/10/2021 0.0249
03/11/2021 0.017
12/23/2020 0.206
09/10/2020 0.202
06/11/2020 0.031
03/12/2020 0.022
12/23/2019 0.437
09/12/2019 0.05
06/11/2019 0.059
03/12/2019 0.031
12/20/2018 0.6237
09/12/2018 0.0494
06/12/2018 0.064
03/13/2018 0.033
12/20/2017 0.488
09/14/2017 0.057
06/13/2017 0.06
03/14/2017 0.038
12/19/2016 0.438
09/15/2016 0.044
06/14/2016 0.059
03/15/2016 0.038
12/21/2015 0.404
09/15/2015 0.043
06/16/2015 0.053
03/17/2015 0.034
12/19/2014 0.338
09/18/2014 0.046
06/17/2014 0.043
03/18/2014 0.018
02/18/2014 0.015
12/20/2013 0.857
09/26/2013 0.037
06/25/2013 0.044
03/19/2013 0.038
12/21/2012 0.243
09/11/2012 0.048
06/19/2012 0.063
03/20/2012 0.03
12/21/2011 0.18
09/20/2011 0.053
06/21/2011 0.053
03/22/2011 0.039
12/29/2010 0.084
09/24/2010 0.049
06/22/2010 0.067
04/29/2010 0.053
03/23/2010 0.026
12/22/2009 0.09
03/27/2007 0.056
12/28/2006 0.325
09/26/2006 0.08
03/27/2006 0.067
12/29/2005 0.261
09/26/2005 0.069
06/27/2005 0.072
03/24/2005 0.062

Dividend Growth History for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4951 5.41% 71.61% -
2022 $0.2885 2.64% -23.68% 71.61%
2021 $0.378 3.62% -18.00% 14.45%
2020 $0.461 4.60% -20.10% 2.41%
2019 $0.577 6.31% -25.07% -3.75%
2018 $0.7701 7.44% 19.77% -8.46%
2017 $0.643 6.44% 11.05% -4.26%
2016 $0.579 5.88% 8.43% -2.21%
2015 $0.534 5.10% 16.09% -0.94%
2014 $0.46 4.41% -52.87% 0.82%
2013 $0.976 9.27% 154.17% -6.56%
2012 $0.384 3.82% 18.15% 2.34%
2011 $0.325 3.21% 16.49% 3.57%
2010 $0.279 2.93% 210.00% 4.51%
2009 $0.09 1.06% - 12.95%
2007 $0.056 0.53% -88.14% 14.59%
2006 $0.472 4.57% 1.72% 0.28%
2005 $0.464 4.57% - 0.36%

Dividend Growth Chart for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX)


NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) Historical Returns And Risk Info

From 12/30/2004 to 05/30/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is 4.124%. Its cumulative total return (dividend reinvested) is 118.063%.

From 12/30/2004 to 05/30/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is 31.2%.

From 12/30/2004 to 05/30/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is 0.38.

From 12/30/2004 to 05/30/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is 8.3%.

From 12/30/2004 to 05/30/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is 1.01.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) -0.6 2.6 11.1 0.8 4.8 4.4 5.7 4.2 11.8 -13.7 7.9 10.0 15.6 -4.0 9.8 6.7 -0.3 4.4 9.8 8.5 2.5 8.9 13.1 -19.6 -2.9 11.4 5.5
Sharpe Ratio NA 0.57 1.11 -0.17 0.31 0.41 NA 0.38 1.14 -1.33 1.17 0.57 2.83 -0.84 3.3 1.16 -0.07 1.08 2.02 1.67 0.26 1.2 1.25 -1.36 -0.78 1.41 0.9
Draw Down(%) NA 3.4 6.5 20.0 20.0 20.0 NA 31.2 6.5 18.4 2.8 19.1 2.5 8.5 1.0 3.9 5.4 3.2 4.1 3.9 7.7 5.2 11.0 24.0 4.9 4.2 2.6
Standard Deviation(%) NA 6.3 6.6 8.5 10.5 8.2 NA 8.3 6.7 11.4 6.8 17.2 5.0 6.3 2.8 5.6 5.3 4.1 4.9 5.1 9.5 7.4 10.4 15.0 7.6 5.8 4.3
Treynor Ratio NA 0.04 0.11 -0.02 0.03 0.03 NA 0.03 0.11 -0.15 0.1 0.09 0.13 -0.05 0.12 0.06 0.0 0.04 0.1 0.07 0.02 0.07 0.13 -0.2 -0.06 0.1 0.05
Alpha NA 0.01 0.01 0.0 0.0 0.0 NA -0.01 0.02 -0.02 0.0 0.01 -0.01 0.0 0.01 -0.01 -0.01 -0.01 0.0 -0.01 -0.04 -0.01 -0.01 -0.04 -0.03 0.01 0.01
Beta NA 0.93 0.69 0.9 0.98 0.98 NA 1.01 0.7 1.04 0.82 1.07 1.09 1.11 0.77 1.05 0.89 0.98 0.94 1.2 1.48 1.19 0.97 1.02 0.93 0.79 0.78
RSquare NA 0.77 0.63 0.66 0.65 0.66 NA 0.69 0.65 0.8 0.31 0.65 0.6 0.78 0.53 0.72 0.78 0.76 0.82 0.7 0.81 0.79 0.73 0.83 0.48 0.36 0.72
Yield(%) N/A 0.2 N/A N/A N/A N/A N/A N/A 5.4 2.6 3.6 4.6 6.3 7.4 6.4 5.9 5.1 4.4 9.3 3.8 3.2 2.9 1.1 0.0 0.5 4.6 4.6
Dividend Growth(%) N/A -96.6 N/A N/A N/A N/A N/A N/A 71.7 -23.7 -18.0 -20.1 -25.1 19.8 11.1 8.4 16.1 -52.9 154.2 18.2 16.5 210.0 N/A -100.0 -88.1 1.7 N/A

Return Calculator for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX)

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)


Click here for comparison with other funds, portfolios or stocks

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) Historical Return Chart

Click here for interactive chart

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/30/2004 to 05/30/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is -7.58%.
From 12/30/2004 to 05/30/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is -0.29%.
From 12/30/2004 to 05/30/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is 2.69%.
From 12/30/2004 to 05/30/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6 (GMIMX) is NA.

Related Articles for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS R6(GMIMX)