NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX)

Basic Info 10.18 0.02(0.20%)
May 17

NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A started on 12/28/2000
NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A is classified as asset class LARGE BLEND
NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A expense ratio is 0.50%
NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A rating is
(46%)

NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) dividend growth in the last 12 months is 82.67%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A is 6.32%. its dividend history:

DateDividend
12/22/2023 0.5389
06/15/2023 0.0177
12/23/2022 0.2813
09/15/2022 0.0093
06/09/2022 0.0141
12/23/2021 0.7023
12/23/2020 0.256
09/10/2020 0.294
12/23/2019 1.049
09/12/2019 0.024
06/11/2019 0.039
03/12/2019 0.006
12/20/2018 1.072
09/12/2018 0.0194
06/12/2018 0.047
03/13/2018 0.006
12/20/2017 1.437
09/14/2017 0.0231
06/13/2017 0.0443
03/14/2017 0.007
12/19/2016 0.947
09/15/2016 0.02
06/14/2016 0.048
03/15/2016 0.008
12/21/2015 0.731
09/15/2015 0.022
06/16/2015 0.047
03/17/2015 0.014
12/22/2014 0.644
09/18/2014 0.028
06/17/2014 0.028
03/18/2014 0.015
12/20/2013 0.274
09/26/2013 0.019
06/25/2013 0.024
03/19/2013 0.018
12/21/2012 0.211
09/11/2012 0.024
06/19/2012 0.038
12/21/2011 0.086
09/20/2011 0.026
06/21/2011 0.03
03/22/2011 0.008
12/29/2010 0.072
09/24/2010 0.014
06/22/2010 0.03
04/30/2010 0.005
12/22/2009 0.256
12/28/2006 0.256
09/26/2006 0.037
03/27/2006 0.033
12/29/2005 0.28
09/26/2005 0.026
06/27/2005 0.042
03/24/2005 0.03
12/29/2004 0.09
09/27/2004 0.02
06/30/2004 0.02
03/31/2004 0.021
06/30/2003 0.022
03/24/2003 0.023
12/30/2002 0.019
09/23/2002 0.021
06/24/2002 0.029
03/25/2002 0.012
12/28/2001 0.012
09/27/2001 0.002
06/28/2001 0.004
03/29/2001 0.009
12/29/2000 0.078

Dividend Growth History for NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.5566 6.74% 82.67% -
2022 $0.3047 2.90% -56.61% 82.67%
2021 $0.7023 7.40% 27.69% -10.98%
2020 $0.55 6.08% -50.81% 0.40%
2019 $1.118 13.96% -2.31% -16.00%
2018 $1.1444 11.13% -24.28% -13.42%
2017 $1.5114 15.45% 47.74% -15.34%
2016 $1.023 10.60% 25.68% -8.33%
2015 $0.814 7.47% 13.85% -4.64%
2014 $0.715 6.49% 113.43% -2.74%
2013 $0.335 3.61% 22.71% 5.21%
2012 $0.273 3.33% 82.00% 6.69%
2011 $0.15 1.74% 23.97% 11.55%
2010 $0.121 1.57% -52.73% 12.46%
2009 $0.256 4.12% - 5.70%
2006 $0.326 3.31% -13.76% 3.20%
2005 $0.378 4.10% 150.33% 2.17%
2004 $0.151 1.84% 235.56% 7.11%
2003 $0.045 0.69% -44.44% 13.40%
2002 $0.081 1.02% 200.00% 9.61%
2001 $0.027 0.31% -65.38% 14.75%
2000 $0.078 0.86% - 8.92%

Dividend Growth Chart for NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX)

NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) Historical Returns And Risk Info

From 06/29/2001 to 05/17/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is 5.798%. Its cumulative total return (dividend reinvested) is 262.254%.

From 06/29/2001 to 05/17/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is 61.3%.

From 06/29/2001 to 05/17/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is 0.23.

From 06/29/2001 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is 18.6%.

From 06/29/2001 to 05/17/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is 0.93.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/29/2001		 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(%) 1.5 8.3 22.5 4.5 9.7 7.9 10.4 6.7 5.8 13.3 -18.1 17.4 13.4 26.1 -10.4 19.9 10.2 -2.5 4.9 26.3 16.1 -4.0 13.9 26.9 -42.9 -2.6 19.0 7.9 15.5 29.4 -18.4 -11.4 -0.7
Sharpe Ratio NA 1.77 1.62 0.13 0.39 0.4 NA NA 0.23 0.66 -0.86 1.13 0.4 2.16 -0.82 3.0 0.74 -0.2 0.37 2.35 1.2 -0.16 0.73 0.99 -1.09 -0.35 1.35 0.59 1.3 1.98 -0.98 -0.8 NA
Draw Down(%) NA 5.4 11.2 29.5 36.3 36.3 NA NA 61.3 11.2 26.2 6.1 36.3 6.6 19.7 2.1 10.8 12.6 8.7 7.0 11.5 22.2 15.2 27.0 49.1 9.9 10.8 6.8 7.8 13.4 29.7 27.5 0.7
Standard Deviation(%) NA 11.1 11.5 17.1 20.6 17.0 NA NA 18.6 13.8 22.7 15.3 32.9 11.4 14.3 6.5 13.4 12.9 13.1 11.2 13.4 24.6 18.8 27.0 39.9 16.0 11.7 9.7 11.2 14.5 19.9 17.5 0.0
Treynor Ratio NA 0.22 0.2 0.02 0.09 0.08 NA NA 0.05 0.1 -0.22 0.2 0.14 0.28 -0.14 0.22 0.1 -0.03 0.06 0.27 0.16 -0.04 0.14 0.28 -0.46 -0.06 0.17 0.07 0.28 0.0 0.0 0.0 0.0
Alpha NA -0.02 -0.02 -0.01 -0.01 -0.01 NA NA -0.01 -0.04 0.0 -0.02 -0.02 0.0 -0.03 0.0 0.0 -0.01 -0.02 -0.02 0.0 -0.02 -0.01 0.0 -0.05 -0.03 0.02 0.01 0.04 NA NA NA NA
Beta NA 0.9 0.93 0.88 0.9 0.89 NA NA 0.93 0.89 0.88 0.89 0.92 0.89 0.81 0.88 0.98 0.81 0.84 0.98 1.02 1.03 1.01 0.96 0.94 0.94 0.93 0.86 0.51 NA NA NA NA
RSquare NA 0.9 0.89 0.83 0.9 0.88 NA NA 0.79 0.74 0.92 0.59 0.96 0.94 0.95 0.83 0.93 0.93 0.54 0.95 0.96 0.98 0.95 0.95 0.94 0.87 0.65 0.82 0.24 0.0 0.0 0.0 0.0
Yield(%) N/A 0.0 6.3 5.0 7.2 7.5 10.1 6.5 N/A 6.8 2.9 7.4 6.1 14.0 11.2 15.4 10.7 7.4 6.5 3.6 3.3 1.9 1.4 4.2 0.0 0.0 3.4 4.1 1.8 0.6 1.0 0.2 0.9
Dividend Growth(%) N/A -100.0 82.8 -44.3 -38.0 324.6 N/A N/A N/A 86.7 -57.1 27.3 -50.9 -2.6 -23.8 46.6 27.2 12.5 118.2 22.2 68.8 45.5 -57.7 N/A N/A -100.0 -13.2 153.3 275.0 -50.0 300.0 -75.0 N/A

Return Calculator for NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX)

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NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) Historical Return Chart

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NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) 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 06/29/2001 to 05/17/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is -19.74%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is -8.41%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is 0.98%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS A (NDAAX) is 4.99%.

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