NDMAX | NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A

Basic Info 10.04 0.01(0.10%)
May 17

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A started on 09/25/2000

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A is classified as asset class Aggressive Allocation

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A expense ratio is 0.90%

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A rating is

(60%)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) dividend growth in the last 12 months is 80.37%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A is 6.60%. its dividend history:

Date	Dividend
12/22/2023	0.58
06/15/2023	0.0125
12/23/2022	0.3047
09/15/2022	0.0098
06/09/2022	0.014
12/23/2021	0.6159
09/09/2021	0.0084
12/23/2020	0.267
09/10/2020	0.29
06/11/2020	0.004
12/23/2019	1.018
09/12/2019	0.03
06/11/2019	0.042
03/12/2019	0.008
12/20/2018	1.1419
09/12/2018	0.0265
06/12/2018	0.052
03/13/2018	0.007
12/20/2017	1.204
09/14/2017	0.0311
06/13/2017	0.0486
03/14/2017	0.011
12/19/2016	0.864
09/15/2016	0.026
06/14/2016	0.051
03/15/2016	0.013
12/21/2015	0.779
09/15/2015	0.025
06/16/2015	0.047
03/17/2015	0.015
12/22/2014	0.579
09/18/2014	0.031
06/17/2014	0.03
03/18/2014	0.016
02/18/2014	0.002
12/20/2013	0.365
09/26/2013	0.023
06/25/2013	0.027
03/19/2013	0.021
12/21/2012	0.17
09/11/2012	0.029
06/19/2012	0.052
12/21/2011	0.13
09/20/2011	0.033
06/21/2011	0.036
03/22/2011	0.013
12/29/2010	0.078
09/24/2010	0.026
06/22/2010	0.042
04/30/2010	0.023
03/23/2010	0.007
12/22/2009	0.225
03/27/2007	0.007
12/28/2006	0.254
09/26/2006	0.048
03/27/2006	0.041
12/29/2005	0.224
09/26/2005	0.036
06/27/2005	0.049
03/24/2005	0.037
12/29/2004	0.085
09/27/2004	0.028
06/30/2004	0.027
03/31/2004	0.028
06/30/2003	0.029
03/24/2003	0.029
12/30/2002	0.027
09/23/2002	0.03
06/24/2002	0.041
03/25/2002	0.021
12/28/2001	0.022
09/27/2001	0.014
06/28/2001	0.004
03/29/2001	0.024
12/29/2000	0.093
09/26/2000	0.002

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

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.5925	7.00%	80.37%	-
2022	$0.3285	3.07%	-47.38%	80.37%
2021	$0.6243	6.36%	11.28%	-2.58%
2020	$0.561	6.00%	-48.91%	1.84%
2019	$1.098	13.10%	-10.54%	-14.29%
2018	$1.2274	11.58%	-5.20%	-13.55%
2017	$1.2947	12.88%	35.71%	-12.22%
2016	$0.954	9.61%	10.16%	-6.58%
2015	$0.866	7.75%	31.61%	-4.63%
2014	$0.658	5.84%	50.92%	-1.16%
2013	$0.436	4.41%	73.71%	3.11%
2012	$0.251	2.83%	18.40%	8.12%
2011	$0.212	2.30%	20.45%	8.94%
2010	$0.176	2.11%	-21.78%	9.79%
2009	$0.225	3.27%	-	7.16%
2007	$0.007	0.06%	-97.96%	31.97%
2006	$0.343	3.36%	-0.87%	3.27%
2005	$0.346	3.60%	105.95%	3.03%
2004	$0.168	1.92%	189.66%	6.86%
2003	$0.058	0.81%	-51.26%	12.32%
2002	$0.119	1.42%	85.94%	7.94%
2001	$0.064	0.70%	-32.63%	10.65%
2000	$0.095	0.98%	-	8.28%

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

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

From 06/29/2001 to 05/17/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is 5.396%. Its cumulative total return (dividend reinvested) is 232.073%.

From 06/29/2001 to 05/17/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is 54.6%.

From 06/29/2001 to 05/17/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is 0.24.

From 06/29/2001 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is 15.6%.

From 06/29/2001 to 05/17/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is 1.26.

	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(%)	1.3	6.7	18.9	3.4	8.4	7.0	9.3	6.1	5.4	10.7	-17.5	14.9	12.9	24.0	-8.7	17.7	9.3	-2.2	4.6	21.7	14.0	-2.2	12.5	23.6	-38.2	-1.7	16.5	7.1	13.1	24.5	-14.4	-8.7	-3.7
Sharpe Ratio	NA	1.54	1.5	0.07	0.39	0.41	NA	NA	0.24	0.53	-0.97	1.13	0.45	2.3	-0.82	3.01	0.78	-0.2	0.4	2.31	1.26	-0.11	0.8	1.06	-1.18	-0.35	1.34	0.62	1.31	2.03	-0.93	-0.76	-1.08
Draw Down(%)	NA	4.9	10.0	27.5	32.6	32.6	NA	NA	54.6	10.0	24.5	5.2	32.6	5.4	17.1	1.9	9.3	11.1	7.5	6.4	9.4	18.4	12.3	22.6	42.8	8.3	9.0	5.5	6.4	11.1	24.8	23.0	7.9
Standard Deviation(%)	NA	9.7	10.1	14.7	17.5	14.6	NA	NA	15.6	12.4	19.6	13.1	27.8	9.8	12.2	5.7	11.7	11.3	11.5	9.4	11.2	20.3	15.4	22.3	32.9	13.3	9.9	8.0	9.3	11.7	16.7	14.7	16.0
Treynor Ratio	NA	0.13	0.13	0.01	0.05	0.05	NA	NA	0.03	0.06	-0.16	0.13	0.1	0.17	-0.08	0.13	0.06	-0.02	0.04	0.16	0.09	-0.01	0.09	0.18	-0.29	-0.04	0.11	0.04	0.19	0.31	-0.13	-0.1	-0.17
Alpha	NA	0.0	0.0	0.0	-0.01	-0.01	NA	NA	-0.01	-0.04	0.01	-0.01	-0.03	-0.02	-0.02	0.0	-0.01	-0.01	-0.03	-0.01	-0.01	-0.03	-0.02	-0.01	-0.05	-0.03	0.01	0.01	0.03	0.03	-0.01	-0.02	0.01
Beta	NA	1.15	1.16	1.16	1.24	1.25	NA	NA	1.26	1.08	1.17	1.19	1.31	1.33	1.22	1.31	1.43	1.25	1.27	1.34	1.49	1.48	1.42	1.31	1.34	1.34	1.19	1.15	0.63	0.77	1.15	1.13	1.01
RSquare	NA	0.96	0.94	0.83	0.91	0.89	NA	NA	0.87	0.64	0.92	0.57	0.97	0.93	0.95	0.85	0.92	0.92	0.54	0.95	0.94	0.97	0.94	0.95	0.92	0.85	0.65	0.87	0.23	0.38	0.92	0.91	0.93
Yield(%)	N/A	0.0	6.6	4.8	6.9	7.1	9.0	6.0	N/A	7.0	3.0	6.4	6.0	13.1	11.6	12.8	9.6	7.8	5.9	4.4	2.8	2.3	2.2	3.2	0.0	0.1	3.3	3.6	1.9	0.8	1.4	0.5	0.9
Dividend Growth(%)	N/A	-100.0	80.4	-46.3	-35.9	280.1	N/A	N/A	N/A	84.4	-49.2	12.5	-49.1	-10.6	-4.7	35.8	9.2	31.8	53.5	72.0	19.0	16.7	-18.2	N/A	-100.0	-97.1	-2.9	105.9	183.3	-50.0	140.0	-44.4	N/A

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

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

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NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) 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 MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is -16.64%.

From 06/29/2001 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is -6.84%.

From 06/29/2001 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is 0.78%.

From 06/29/2001 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS A (NDMAX) is 4.15%.

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