NADCX | NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A

Basic Info 9.85 0(0.0%)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A started on 06/26/2000

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A is classified as asset class Conservative Allocation

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A expense ratio is 0.51%

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A rating is

(52%)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) dividend growth in the last 12 months is 76.09%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A is 4.94%. its dividend history:

Date	Dividend
03/14/2024	0.0099
12/22/2023	0.3968
09/14/2023	0.0246
06/15/2023	0.0313
03/16/2023	0.0124
12/23/2022	0.2053
09/15/2022	0.0202
06/09/2022	0.0248
03/10/2022	0.01
12/23/2021	0.3009
09/09/2021	0.0191
06/10/2021	0.0172
03/11/2021	0.01
12/23/2020	0.199
09/10/2020	0.195
06/11/2020	0.024
03/12/2020	0.014
12/23/2019	0.429
09/12/2019	0.042
06/11/2019	0.051
03/12/2019	0.024
12/20/2018	0.6149
09/12/2018	0.0405
06/12/2018	0.055
03/13/2018	0.024
12/20/2017	0.479
09/14/2017	0.0481
06/13/2017	0.052
03/14/2017	0.029
12/19/2016	0.43
09/15/2016	0.036
06/14/2016	0.051
03/15/2016	0.029
12/21/2015	0.394
09/15/2015	0.034
06/16/2015	0.043
03/17/2015	0.024
12/22/2014	0.328
09/18/2014	0.036
06/17/2014	0.033
03/18/2014	0.015
02/18/2014	0.011
12/20/2013	0.848
09/26/2013	0.029
06/25/2013	0.035
03/19/2013	0.03
12/21/2012	0.236
09/11/2012	0.041
06/19/2012	0.056
03/20/2012	0.022
12/21/2011	0.173
09/20/2011	0.046
06/21/2011	0.047
03/22/2011	0.032
12/29/2010	0.077
09/24/2010	0.042
06/22/2010	0.06
03/23/2010	0.019
12/22/2009	0.083
03/27/2007	0.051
12/28/2006	0.318
09/26/2006	0.073
03/27/2006	0.059
12/29/2005	0.255
09/26/2005	0.06
06/27/2005	0.064
03/24/2005	0.054
12/29/2004	0.088
09/27/2004	0.049
06/30/2004	0.045
03/31/2004	0.046
06/30/2003	0.051
03/24/2003	0.05
12/30/2002	0.062
09/23/2002	0.062
06/24/2002	0.07
03/25/2002	0.053
12/28/2001	0.062
09/27/2001	0.053
06/28/2001	0.068
03/29/2001	0.073
12/29/2000	0.109
09/26/2000	0.053
06/27/2000	0.067

Dividend Growth History for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.4651	5.16%	78.68%	-
2022	$0.2603	2.41%	-25.03%	78.68%
2021	$0.3472	3.37%	-19.63%	15.74%
2020	$0.432	4.37%	-20.88%	2.49%
2019	$0.546	6.05%	-25.65%	-3.93%
2018	$0.7344	7.18%	20.77%	-8.73%
2017	$0.6081	6.15%	11.37%	-4.37%
2016	$0.546	5.60%	10.30%	-2.26%
2015	$0.495	4.77%	17.02%	-0.78%
2014	$0.423	4.09%	-55.10%	1.06%
2013	$0.942	9.02%	165.35%	-6.81%
2012	$0.355	3.56%	19.13%	2.49%
2011	$0.298	2.97%	50.51%	3.78%
2010	$0.198	2.09%	138.55%	6.79%
2009	$0.083	0.99%	-	13.10%
2007	$0.051	0.49%	-88.67%	14.81%
2006	$0.45	4.38%	3.93%	0.19%
2005	$0.433	4.28%	89.91%	0.40%
2004	$0.228	2.36%	125.74%	3.82%
2003	$0.101	1.15%	-59.11%	7.93%
2002	$0.247	2.64%	-3.52%	3.06%
2001	$0.256	2.64%	11.79%	2.75%
2000	$0.229	2.30%	-	3.13%

Dividend Growth Chart for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) Historical Returns And Risk Info

From 05/23/2003 to 05/17/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is 4.267%. Its cumulative total return (dividend reinvested) is 140.072%.

From 05/23/2003 to 05/17/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is 31.3%.

From 05/23/2003 to 05/17/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is 0.32.

From 05/23/2003 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is 7.8%.

From 05/23/2003 to 05/17/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is 0.94.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 05/23/2003	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000
Annualized Return(%)	0.9	3.0	10.3	1.0	4.6	4.2	5.6	4.1	4.3	11.2	-13.8	7.6	9.8	15.1	-4.3	9.5	6.3	-0.7	4.1	9.5	8.2	2.2	8.0	13.0	-19.7	-2.9	11.1	4.5	7.4	12.1	-4.2	-1.2	0.2
Sharpe Ratio	NA	0.69	0.96	-0.16	0.32	0.41	NA	NA	0.32	1.03	-1.34	1.29	0.68	2.73	-0.88	3.19	1.11	-0.14	0.68	1.96	1.59	0.23	1.09	1.2	-1.37	-0.79	1.36	0.55	1.31	1.94	-0.65	-0.48	-0.57
Draw Down(%)	NA	3.5	6.6	18.9	19.1	19.1	NA	NA	31.3	6.6	18.5	2.8	19.1	2.6	8.7	1.0	4.0	5.5	3.7	4.1	3.9	7.8	5.6	11.1	24.0	4.9	4.2	2.6	3.8	5.0	11.1	10.4	5.0
Standard Deviation(%)	NA	6.4	6.7	8.4	9.3	7.6	NA	NA	7.8	6.8	11.4	5.9	13.9	5.0	6.3	2.8	5.5	5.4	6.0	4.8	5.1	9.5	7.3	10.7	15.0	7.6	5.8	4.3	4.9	5.9	8.2	7.5	6.8
Treynor Ratio	NA	0.05	0.09	-0.01	0.03	0.03	NA	NA	0.03	0.1	-0.15	0.09	0.09	0.13	-0.05	0.12	0.06	-0.01	0.04	0.1	0.07	0.01	0.07	0.12	-0.2	-0.06	0.1	0.03	0.17	0.24	-0.06	-0.05	-0.18
Alpha	NA	0.0	0.01	0.0	0.0	0.0	NA	NA	-0.01	0.02	-0.02	0.0	0.0	-0.01	-0.01	0.01	-0.01	-0.01	-0.01	0.0	-0.01	-0.04	-0.02	-0.01	-0.04	-0.03	0.01	0.01	0.02	0.03	-0.03	-0.03	-0.03
Beta	NA	0.95	0.7	0.91	0.96	0.96	NA	NA	0.94	0.71	1.03	0.83	1.02	1.06	1.11	0.76	1.04	0.9	0.97	0.92	1.2	1.48	1.17	1.05	1.02	0.93	0.8	0.77	0.37	0.49	0.96	0.77	0.21
RSquare	NA	0.78	0.63	0.7	0.77	0.74	NA	NA	0.67	0.65	0.79	0.42	0.9	0.57	0.78	0.52	0.72	0.79	0.34	0.81	0.69	0.81	0.8	0.8	0.84	0.49	0.37	0.7	0.14	0.22	0.73	0.44	0.06
Yield(%)	N/A	0.1	4.9	3.4	4.2	4.6	5.2	4.1	N/A	5.1	2.4	3.4	4.3	6.0	7.1	6.2	5.6	4.6	4.2	9.1	3.6	3.0	2.1	1.0	0.0	0.5	4.4	4.2	2.4	1.1	2.6	2.6	2.3
Dividend Growth(%)	N/A	-97.8	76.1	-36.9	-27.4	60.4	N/A	N/A	N/A	76.9	-25.7	-18.6	-20.4	-26.0	19.7	10.9	14.6	11.6	-54.7	163.9	20.0	50.0	150.0	N/A	-100.0	-88.9	4.7	87.0	130.0	-58.3	-4.0	8.7	N/A

Return Calculator for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX)

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 A (NADCX) Historical Return Chart

Click here for interactive chart

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) 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 05/23/2003 to 05/17/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is -7.65%.

From 05/23/2003 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is -2.48%.

From 05/23/2003 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is 1.34%.

From 05/23/2003 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (NADCX) is 3.55%.

Related Articles for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A(NADCX)