NDCAX | NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A

Basic Info 9.81 0.01(0.10%)
May 17

NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A started on 03/31/2000

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

NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A expense ratio is 0.80%

NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A rating is

(63%)

NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) dividend growth in the last 12 months is 71.59%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A is 3.46%. its dividend history:

Date	Dividend
03/14/2024	0.0196
12/22/2023	0.2338
09/14/2023	0.0381
06/15/2023	0.0395
03/16/2023	0.0211
12/23/2022	0.114
09/15/2022	0.0292
06/09/2022	0.0286
03/10/2022	0.019
12/23/2021	0.2588
09/09/2021	0.0258
06/10/2021	0.0246
03/11/2021	0.017
12/23/2020	0.14
09/10/2020	0.12
06/11/2020	0.035
03/12/2020	0.025
12/23/2019	0.183
09/12/2019	0.049
06/11/2019	0.056
03/12/2019	0.028
12/20/2018	0.3753
09/12/2018	0.0498
06/12/2018	0.055
03/13/2018	0.031
12/20/2017	0.1727
09/14/2017	0.053
06/13/2017	0.049
03/14/2017	0.036
12/19/2016	0.1732
09/15/2016	0.0381
06/14/2016	0.045
03/15/2016	0.0349
12/21/2015	0.1871
09/15/2015	0.037
06/16/2015	0.0421
03/17/2015	0.029
12/22/2014	0.1472
09/18/2014	0.037
06/17/2014	0.034
03/18/2014	0.014
02/18/2014	0.014
12/20/2013	0.5922
09/26/2013	0.031
06/25/2013	0.038
03/19/2013	0.033
12/21/2012	0.258
09/11/2012	0.0451
06/19/2012	0.0551
03/20/2012	0.033
12/21/2011	0.1329
09/20/2011	0.049
06/21/2011	0.0522
03/22/2011	0.043
12/29/2010	0.0702
09/24/2010	0.0492
06/22/2010	0.0699
04/30/2010	0.0552
03/23/2010	0.025
12/22/2009	0.0891
03/27/2007	0.0689
12/28/2006	0.2372
09/26/2006	0.0841
03/28/2006	0.0623
12/29/2005	0.21
09/26/2005	0.0691
06/27/2005	0.0695
03/24/2005	0.0614
12/29/2004	0.1306
09/27/2004	0.0579
06/30/2004	0.0533
03/31/2004	0.0554
06/30/2003	0.0644
03/24/2003	0.06
12/30/2002	0.0821
09/23/2002	0.0788
06/24/2002	0.0829
03/25/2002	0.0668
12/28/2001	0.0861
09/27/2001	0.0772
06/28/2001	0.101
03/29/2001	0.0978
12/29/2000	0.0998
09/26/2000	0.0699
06/27/2000	0.0869

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

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3325	3.58%	74.27%	-
2022	$0.1908	1.77%	-41.51%	74.27%
2021	$0.3262	3.04%	1.94%	0.96%
2020	$0.32	3.12%	1.27%	1.29%
2019	$0.316	3.31%	-38.17%	1.28%
2018	$0.5111	4.96%	64.50%	-8.24%
2017	$0.3107	3.10%	6.70%	1.14%
2016	$0.2912	2.96%	-1.36%	1.91%
2015	$0.2952	2.90%	19.90%	1.50%
2014	$0.2462	2.45%	-64.53%	3.40%
2013	$0.6942	6.68%	77.45%	-7.10%
2012	$0.3912	3.82%	41.18%	-1.47%
2011	$0.2771	2.72%	2.82%	1.53%
2010	$0.2695	2.74%	202.47%	1.63%
2009	$0.0891	0.96%	-	9.86%
2007	$0.0689	0.67%	-82.04%	10.34%
2006	$0.3836	3.77%	-6.44%	-0.84%
2005	$0.41	4.03%	37.95%	-1.16%
2004	$0.2972	2.96%	138.91%	0.59%
2003	$0.1244	1.30%	-59.95%	5.04%
2002	$0.3106	3.18%	-14.22%	0.32%
2001	$0.3621	3.65%	41.11%	-0.39%
2000	$0.2566	2.56%	-	1.13%

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

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

From 03/31/2000 to 05/17/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is 2.856%. Its cumulative total return (dividend reinvested) is 97.046%.

From 03/31/2000 to 05/17/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is 17.2%.

From 03/31/2000 to 05/17/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is 0.38.

From 03/31/2000 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is 4.3%.

From 03/31/2000 to 05/17/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is 0.52.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 03/31/2000	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(%)	0.7	1.2	6.1	-0.5	2.5	2.7	3.6	2.9	2.9	8.0	-12.2	3.7	8.2	10.4	-2.1	5.8	4.6	-0.1	3.7	3.8	5.3	2.9	6.3	7.3	-10.3	-1.4	7.9	3.3	4.6	6.7	0.5	2.2	1.8
Sharpe Ratio	NA	-0.08	0.41	-0.47	0.16	0.35	NA	NA	0.38	0.69	-1.76	1.07	1.11	3.47	-1.06	2.9	1.52	-0.06	1.25	1.37	2.21	0.66	1.72	1.34	-1.48	-0.95	1.25	0.42	1.04	1.77	-0.15	-0.03	-0.38
Draw Down(%)	NA	2.7	5.3	16.3	16.3	16.3	NA	NA	17.2	5.3	15.8	2.0	11.0	1.0	4.4	0.9	1.6	3.2	1.7	2.9	1.5	2.9	2.2	5.6	13.6	3.0	2.3	1.5	2.6	2.0	4.4	3.9	2.8
Standard Deviation(%)	NA	5.2	5.5	6.0	5.8	4.6	NA	NA	4.3	5.5	7.7	3.4	7.2	2.6	3.3	1.8	2.9	3.0	2.9	2.8	2.4	4.4	3.6	5.4	7.5	4.7	3.7	2.6	3.5	3.4	3.9	3.8	4.6
Treynor Ratio	NA	-0.01	0.04	-0.04	0.02	0.03	NA	NA	0.03	0.07	-0.19	0.08	0.15	0.14	-0.06	0.1	0.08	0.0	0.07	0.07	0.09	0.04	0.1	0.13	-0.22	-0.09	0.1	0.02	0.16	0.24	-0.01	0.0	-0.09
Alpha	NA	-0.01	0.0	-0.01	0.0	0.0	NA	NA	0.0	0.01	-0.03	0.0	0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-0.01	0.0	0.0	-0.03	-0.02	0.01	0.0	0.01	0.01	-0.01	-0.01	-0.02
Beta	NA	0.8	0.58	0.66	0.59	0.58	NA	NA	0.52	0.57	0.72	0.49	0.51	0.62	0.58	0.54	0.57	0.51	0.51	0.55	0.58	0.71	0.6	0.54	0.5	0.48	0.46	0.45	0.23	0.25	0.46	0.42	0.19
RSquare	NA	0.83	0.63	0.73	0.75	0.74	NA	NA	0.64	0.62	0.83	0.44	0.87	0.74	0.8	0.63	0.8	0.84	0.4	0.86	0.73	0.87	0.83	0.84	0.79	0.34	0.29	0.64	0.1	0.18	0.76	0.51	0.1
Yield(%)	N/A	0.2	3.5	2.6	3.0	3.1	3.5	3.0	N/A	3.5	1.8	3.1	3.1	3.3	5.0	3.1	2.8	2.9	2.4	6.6	3.9	2.6	2.8	1.0	0.0	0.7	3.7	4.0	3.0	1.3	3.2	3.7	2.6
Dividend Growth(%)	N/A	-93.9	71.6	-24.8	-10.7	9.7	N/A	N/A	N/A	73.7	-42.4	3.1	0.0	-38.5	67.7	10.7	-6.7	25.0	-65.2	72.5	48.1	-3.6	211.1	N/A	-100.0	-81.6	-7.3	36.7	150.0	-61.3	-16.2	42.3	N/A

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

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NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) Historical Return Chart

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NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) 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 03/31/2000 to 05/17/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is -3.19%.

From 03/31/2000 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is -0.38%.

From 03/31/2000 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is 2.01%.

From 03/31/2000 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A (NDCAX) is 2.5%.

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