NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX)

Basic Info

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C started on 03/28/2001
NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C is classified as asset class Aggressive Allocation
NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C expense ratio is 0.90%
NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C rating is
Not Rated

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) dividend growth in the last 12 months is 94.62%

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

DateDividend
12/22/2023 0.5642
12/23/2022 0.2899
12/23/2021 0.5962
12/23/2020 0.251
09/10/2020 0.274
12/23/2019 1
09/12/2019 0.013
06/11/2019 0.025
12/20/2018 1.1242
09/12/2018 0.0075
06/12/2018 0.033
12/20/2017 1.183
09/14/2017 0.0105
06/13/2017 0.0192
12/19/2016 0.844
09/15/2016 0.01
06/14/2016 0.029
12/21/2015 0.759
09/15/2015 0.005
06/16/2015 0.027
12/22/2014 0.558
09/18/2014 0.01
06/17/2014 0.011
03/18/2014 0.008
12/20/2013 0.344
09/26/2013 0.005
06/25/2013 0.01
03/19/2013 0.005
12/21/2012 0.153
09/11/2012 0.013
06/19/2012 0.018
12/21/2011 0.114
09/20/2011 0.016
06/21/2011 0.017
12/29/2010 0.061
09/24/2010 0.012
06/22/2010 0.027
04/30/2010 0.034
12/22/2009 0.21
12/28/2006 0.233
09/26/2006 0.028
03/27/2006 0.026
12/29/2005 0.205
09/26/2005 0.019
06/27/2005 0.033
03/24/2005 0.022
12/29/2004 0.069
09/27/2004 0.013
06/30/2004 0.013
03/31/2004 0.016
06/30/2003 0.024
03/24/2003 0.022
12/30/2002 0.026
09/23/2002 0.031
06/24/2002 0.022
03/25/2002 0.007
12/28/2001 0.008
09/27/2001 0.007
06/28/2001 0.002
03/29/2001 0.01

Dividend Growth History for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.5642 7.07% 94.62% -
2022 $0.2899 2.86% -51.38% 94.62%
2021 $0.5962 6.37% 13.56% -2.72%
2020 $0.525 5.85% -49.42% 2.43%
2019 $1.038 12.83% -10.88% -14.14%
2018 $1.1647 11.32% -3.96% -13.49%
2017 $1.2127 12.39% 37.34% -11.97%
2016 $0.883 9.10% 11.63% -6.20%
2015 $0.791 7.23% 34.75% -4.14%
2014 $0.587 5.32% 61.26% -0.44%
2013 $0.364 3.76% 97.83% 4.48%
2012 $0.184 2.11% 25.17% 10.72%
2011 $0.147 1.62% 9.70% 11.86%
2010 $0.134 1.63% -36.19% 11.69%
2009 $0.21 3.09% - 7.31%
2006 $0.287 2.85% 2.87% 4.06%
2005 $0.279 2.93% 151.35% 3.99%
2004 $0.111 1.29% 141.30% 8.93%
2003 $0.046 0.64% -46.51% 13.35%
2002 $0.086 1.03% 218.52% 9.37%
2001 $0.027 0.32% - 14.82%

Dividend Growth Chart for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) Historical Returns And Risk Info

From 06/29/2001 to 02/08/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is 4.556%. Its cumulative total return (dividend reinvested) is 173.285%.

From 06/29/2001 to 02/08/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is 54.7%.

From 06/29/2001 to 02/08/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is 0.23.

From 06/29/2001 to 02/08/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is 15.7%.

From 06/29/2001 to 02/08/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is 1.24.

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
Annualized Return(%) 0.3 0.9 10.7 1.8 7.3 6.0 8.4 4.9 4.6 9.7 -18.1 14.1 12.0 23.0 -9.3 16.7 8.6 -2.9 3.8 20.9 13.3 -2.9 11.8 23.3 -38.2 -1.8 15.6 6.4 12.6 23.6 -14.9 0.1
Sharpe Ratio NA 0.55 0.61 -0.01 0.33 0.35 NA NA 0.23 0.44 -0.99 1.08 0.42 2.2 -0.87 2.85 0.72 -0.26 0.33 2.21 1.2 -0.15 0.76 1.04 -1.18 -0.36 1.27 0.53 1.23 1.93 -0.95 -0.13
Draw Down(%) NA 2.3 10.2 28.1 32.6 32.6 NA NA 54.7 10.2 25.0 5.3 32.6 5.5 17.6 1.9 9.4 11.4 7.7 6.4 9.5 18.6 12.4 22.5 42.9 8.2 9.0 5.6 6.6 11.2 24.1 21.4
Standard Deviation(%) NA 9.4 10.5 14.9 17.6 14.6 NA NA 15.7 12.6 19.7 13.1 27.9 9.8 12.2 5.7 11.7 11.3 11.4 9.5 11.1 20.3 15.5 22.3 33.0 13.2 9.8 8.0 9.4 11.9 16.8 14.3
Treynor Ratio NA 0.04 0.06 0.0 0.05 0.04 NA NA 0.03 0.05 -0.17 0.12 0.09 0.16 -0.09 0.12 0.06 -0.02 0.03 0.16 0.09 -0.02 0.08 0.18 -0.29 -0.04 0.11 0.04 0.18 0.36 -0.22 -0.02
Alpha NA -0.05 -0.02 -0.01 -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 0.02 0.04 -0.03 -0.02
Beta NA 1.16 1.1 1.16 1.25 1.26 NA NA 1.24 1.09 1.18 1.21 1.32 1.33 1.22 1.31 1.43 1.25 1.27 1.34 1.48 1.47 1.42 1.31 1.34 1.34 1.18 1.15 0.64 0.63 0.72 1.16
RSquare NA 0.95 0.84 0.82 0.9 0.88 NA NA 0.83 0.64 0.92 0.59 0.97 0.92 0.95 0.85 0.92 0.92 0.55 0.95 0.94 0.97 0.94 0.95 0.92 0.87 0.65 0.87 0.22 0.25 0.36 0.92
Yield(%) N/A 0.0 6.6 4.9 7.0 7.0 8.9 5.2 N/A 7.0 2.9 6.4 5.8 12.7 11.3 12.4 9.1 7.2 5.3 3.6 2.1 1.7 1.6 3.1 0.0 0.0 2.9 2.8 1.3 0.6 1.1 0.4
Dividend Growth(%) N/A -100.0 94.6 -46.8 -35.0 345.9 N/A N/A N/A 93.1 -51.7 15.4 -49.5 -11.2 -4.1 37.5 11.4 33.9 68.6 94.4 20.0 15.4 -38.1 N/A N/A -100.0 7.4 145.5 175.0 -55.6 200.0 N/A

Return Calculator for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX)

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NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) Historical Return Chart

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NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) 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 02/08/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is -16.84%.
From 06/29/2001 to 02/08/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is -7.26%.
From 06/29/2001 to 02/08/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is 1.7%.
From 06/29/2001 to 02/08/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS C (NDMCX) is 4.6%.

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