NADMX | NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A

Basic Info 9.62 0(0.0%)

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

NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A is classified as asset class Moderate Allocation

NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A expense ratio is 0.84%

NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A rating is

(51%)

NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) dividend growth in the last 12 months is 81.42%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A is 6.21%. its dividend history:

Date	Dividend
03/14/2024	0.0035
12/22/2023	0.5105
09/14/2023	0.0137
06/15/2023	0.0251
03/16/2023	0.0043
12/23/2022	0.2673
09/15/2022	0.0124
06/09/2022	0.0207
03/10/2022	0.0017
12/23/2021	0.5423
09/09/2021	0.0113
06/10/2021	0.0099
03/11/2021	0.002
12/23/2020	0.239
09/10/2020	0.248
06/11/2020	0.014
03/12/2020	0.005
12/23/2019	0.65
09/12/2019	0.033
06/11/2019	0.044
03/12/2019	0.015
12/20/2018	0.9234
09/12/2018	0.0327
06/12/2018	0.05
03/13/2018	0.017
12/20/2017	0.731
09/14/2017	0.0399
06/13/2017	0.0483
03/14/2017	0.02
12/19/2016	0.727
09/15/2016	0.031
06/14/2016	0.049
03/15/2016	0.019
12/21/2015	0.826
09/15/2015	0.028
06/16/2015	0.045
03/17/2015	0.019
12/22/2014	0.526
09/18/2014	0.032
06/17/2014	0.03
03/18/2014	0.015
02/18/2014	0.007
12/20/2013	0.456
09/26/2013	0.026
06/25/2013	0.03
03/19/2013	0.025
12/21/2012	0.141
09/11/2012	0.034
06/19/2012	0.109
03/20/2012	0.01
12/21/2011	0.121
09/20/2011	0.037
06/21/2011	0.04
03/22/2011	0.024
12/29/2010	0.074
09/24/2010	0.034
06/22/2010	0.048
03/23/2010	0.014
12/22/2009	0.031
03/27/2007	0.034
12/28/2006	0.256
09/26/2006	0.061
03/27/2006	0.051
12/29/2005	0.198
09/26/2005	0.045
06/27/2005	0.056
03/24/2005	0.047
12/29/2004	0.093
09/27/2004	0.039
06/30/2004	0.035
03/31/2004	0.037
06/30/2003	0.04
03/24/2003	0.039
12/30/2002	0.045
09/23/2002	0.046
06/24/2002	0.055
03/25/2002	0.038
12/28/2001	0.043
09/27/2001	0.034
06/28/2001	0.014
03/29/2001	0.037
12/29/2000	0.07
09/26/2000	0.028
06/27/2000	0.041

Dividend Growth History for NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.5536	6.54%	83.25%	-
2022	$0.3021	2.89%	-46.58%	83.25%
2021	$0.5655	5.75%	11.76%	-1.06%
2020	$0.506	5.35%	-31.81%	3.04%
2019	$0.742	8.77%	-27.48%	-7.06%
2018	$1.0231	10.03%	21.91%	-11.56%
2017	$0.8392	8.68%	1.60%	-6.70%
2016	$0.826	8.57%	-10.02%	-5.56%
2015	$0.918	8.48%	50.49%	-6.13%
2014	$0.61	5.58%	13.59%	-1.07%
2013	$0.537	5.30%	82.65%	0.30%
2012	$0.294	3.14%	32.43%	5.92%
2011	$0.222	2.32%	30.59%	7.91%
2010	$0.17	1.93%	448.39%	9.51%
2009	$0.031	0.42%	-	22.86%
2007	$0.034	0.31%	-90.76%	19.05%
2006	$0.368	3.55%	6.36%	2.43%
2005	$0.346	3.46%	69.61%	2.65%
2004	$0.204	2.19%	158.23%	5.39%
2003	$0.079	0.98%	-57.07%	10.22%
2002	$0.184	2.05%	43.75%	5.39%
2001	$0.128	1.35%	-7.91%	6.88%
2000	$0.139	1.39%	-	6.19%

Dividend Growth Chart for NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX)

NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) Historical Returns And Risk Info

From 05/23/2003 to 05/17/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is 5.248%. Its cumulative total return (dividend reinvested) is 192.146%.

From 05/23/2003 to 05/17/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is 46.0%.

From 05/23/2003 to 05/17/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is 0.24.

From 05/23/2003 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is 11.8%.

From 05/23/2003 to 05/17/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is 0.95.

	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(%)	1.2	5.1	14.7	2.3	6.5	5.6	7.5	4.9	5.2	14.3	-15.9	11.5	10.9	20.0	-6.7	13.7	7.8	-1.5	4.2	15.6	11.0	0.0	10.4	18.0	-31.8	-2.5	13.3	5.5	10.1	18.2	-9.5	-4.9	-2.6
Sharpe Ratio	NA	1.31	1.33	0.0	0.36	0.4	NA	NA	0.24	1.18	-1.12	1.1	0.5	2.39	-0.83	3.08	0.87	-0.19	0.45	2.17	1.36	0.0	0.91	1.08	-1.3	-0.54	1.33	0.53	1.29	1.94	-0.84	-0.65	-0.9
Draw Down(%)	NA	4.2	8.1	24.7	26.5	26.5	NA	NA	46.0	8.1	21.6	4.0	26.5	4.2	13.2	1.4	6.7	8.4	5.6	5.1	6.6	13.3	9.2	16.8	33.7	6.3	6.3	4.1	5.0	8.0	18.3	16.9	8.7
Standard Deviation(%)	NA	7.8	8.1	11.7	13.6	11.3	NA	NA	11.8	8.6	15.5	10.5	21.1	7.8	9.6	4.3	8.7	8.4	9.4	7.2	8.1	14.9	11.3	16.5	25.0	10.2	7.6	6.2	7.1	9.0	12.6	11.3	10.3
Treynor Ratio	NA	0.11	0.12	0.0	0.05	0.05	NA	NA	0.03	0.11	-0.19	0.16	0.11	0.18	-0.08	0.13	0.07	-0.02	0.05	0.15	0.1	0.0	0.1	0.18	-0.34	-0.06	0.11	0.04	0.19	0.29	-0.12	-0.08	-0.12
Alpha	NA	-0.01	-0.01	-0.01	-0.01	-0.01	NA	NA	-0.01	-0.01	0.0	0.01	-0.02	-0.01	-0.02	0.0	0.0	-0.01	-0.02	-0.01	0.0	-0.02	-0.01	-0.01	-0.05	-0.03	0.01	0.0	0.02	0.02	-0.01	-0.01	-0.01
Beta	NA	0.93	0.94	0.9	0.96	0.96	NA	NA	0.95	0.93	0.93	0.74	1.0	1.06	0.96	0.98	1.07	0.93	0.93	1.02	1.08	1.08	1.05	0.98	0.97	1.0	0.92	0.9	0.49	0.61	0.88	0.88	0.8
RSquare	NA	0.96	0.96	0.79	0.88	0.86	NA	NA	0.85	0.95	0.94	0.35	0.97	0.93	0.96	0.85	0.92	0.93	0.42	0.96	0.95	0.98	0.96	0.95	0.84	0.8	0.65	0.89	0.24	0.4	0.95	0.94	0.94
Yield(%)	N/A	0.0	6.2	4.6	5.7	6.1	7.1	4.9	N/A	6.5	2.9	5.7	5.3	8.7	10.0	8.7	8.6	8.5	5.7	5.3	3.1	2.3	1.8	0.4	0.0	0.3	3.6	3.5	2.3	1.0	2.1	1.3	1.4
Dividend Growth(%)	N/A	-100.0	81.4	-36.9	-36.9	213.4	N/A	N/A	N/A	83.3	-46.4	12.0	-32.4	-27.5	21.4	1.2	-9.8	48.4	14.8	86.2	31.8	37.5	433.3	N/A	-100.0	-91.9	5.7	66.7	162.5	-57.9	58.3	-14.3	N/A

Return Calculator for NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX)

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NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) Historical Return Chart

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NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) 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 MODERATE FUND CLASS A (NADMX) is -13.36%.

From 05/23/2003 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is -5.48%.

From 05/23/2003 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is -0.2%.

From 05/23/2003 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND CLASS A (NADMX) is 3.62%.

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