NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX)

Basic Info 10 0.01(0.10%)
May 17

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS started on 09/25/2000
NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS is classified as asset class Aggressive Allocation
NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS expense ratio is 0.90%
NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS rating is
(59%)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) dividend growth in the last 12 months is 81.42%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS is 6.55%. its dividend history:

DateDividend
12/22/2023 0.5741
06/15/2023 0.0119
12/23/2022 0.3035
09/15/2022 0.0084
06/09/2022 0.0111
12/23/2021 0.6141
09/09/2021 0.0066
12/23/2020 0.265
09/10/2020 0.289
06/11/2020 0.001
12/23/2019 1.016
09/12/2019 0.028
06/11/2019 0.04
03/12/2019 0.007
12/20/2018 1.1407
09/12/2018 0.0251
06/12/2018 0.05
03/13/2018 0.006
12/20/2017 1.202
09/14/2017 0.0297
06/13/2017 0.0458
03/14/2017 0.01
12/19/2016 0.862
09/15/2016 0.025
06/14/2016 0.049
03/15/2016 0.013
12/21/2015 0.778
09/15/2015 0.024
06/16/2015 0.047
03/17/2015 0.014
12/22/2014 0.578
09/18/2014 0.03
06/17/2014 0.03
03/18/2014 0.015
12/20/2013 0.361
09/26/2013 0.02
06/25/2013 0.025
03/19/2013 0.019
12/21/2012 0.167
09/11/2012 0.027
06/19/2012 0.046
12/21/2011 0.128
09/20/2011 0.03
06/21/2011 0.032
03/22/2011 0.01
12/29/2010 0.075
09/24/2010 0.025
06/22/2010 0.039
04/30/2010 0.035
03/23/2010 0.005
12/22/2009 0.223
03/27/2007 0.005
12/28/2006 0.251
09/26/2006 0.044
03/27/2006 0.039
12/29/2005 0.221
09/26/2005 0.033
06/27/2005 0.047
03/24/2005 0.035
12/29/2004 0.082
09/27/2004 0.025
06/30/2004 0.024
03/31/2004 0.025
06/30/2003 0.026
03/24/2003 0.027
12/30/2002 0.023
09/23/2002 0.027
06/24/2002 0.036
03/25/2002 0.021
12/28/2001 0.024
09/27/2001 0.017
06/28/2001 0.02
03/29/2001 0.023
12/29/2000 0.096
09/26/2000 0.006

Dividend Growth History for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.586 6.95% 81.42% -
2022 $0.323 3.03% -47.96% 81.42%
2021 $0.6207 6.35% 11.84% -2.84%
2020 $0.555 5.95% -49.13% 1.83%
2019 $1.091 13.05% -10.71% -14.39%
2018 $1.2218 11.56% -5.10% -13.67%
2017 $1.2875 12.84% 35.67% -12.29%
2016 $0.949 9.58% 9.97% -6.66%
2015 $0.863 7.73% 32.16% -4.72%
2014 $0.653 5.81% 53.65% -1.20%
2013 $0.425 4.31% 77.08% 3.26%
2012 $0.24 2.71% 20.00% 8.45%
2011 $0.2 2.17% 11.73% 9.37%
2010 $0.179 2.15% -19.73% 9.55%
2009 $0.223 3.24% - 7.14%
2007 $0.005 0.05% -98.50% 34.68%
2006 $0.334 3.28% -0.60% 3.36%
2005 $0.336 3.50% 115.38% 3.14%
2004 $0.156 1.79% 194.34% 7.21%
2003 $0.053 0.74% -50.47% 12.77%
2002 $0.107 1.28% 27.38% 8.43%
2001 $0.084 0.92% -17.65% 9.23%
2000 $0.102 1.05% - 7.90%

Dividend Growth Chart for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) 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 SERVICE CLASS (NDMSX) is 5.332%. Its cumulative total return (dividend reinvested) is 227.524%.

From 06/29/2001 to 05/17/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) is 54.7%.

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

From 06/29/2001 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) is 15.7%.

From 06/29/2001 to 05/17/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) is 1.25.

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(%) 1.4 6.7 18.9 3.3 8.2 7.0 9.2 6.1 5.3 10.8 -17.7 14.9 12.7 23.9 -8.8 17.6 9.3 -2.2 4.5 21.7 13.8 -2.2 12.4 23.6 -38.2 -1.6 16.3 7.0 13.1 24.3 -14.4 -8.8 -3.6
Sharpe Ratio NA 1.18 1.36 0.02 0.35 0.39 NA NA 0.23 0.53 -0.97 1.14 0.45 2.31 -0.83 3.07 0.77 -0.2 0.39 2.27 1.25 -0.11 0.8 1.06 -1.18 -0.35 1.33 0.61 1.3 2.0 -0.93 -0.65 -1.05
Draw Down(%) NA 4.9 9.9 27.6 32.6 32.6 NA NA 54.7 9.9 24.6 5.3 32.6 5.5 17.2 1.8 9.4 11.2 7.5 6.3 9.4 18.4 12.1 22.5 42.9 8.2 8.9 5.5 6.5 11.1 24.8 23.0 7.9
Standard Deviation(%) NA 9.7 10.0 14.8 17.6 14.6 NA NA 15.7 12.4 19.6 13.1 27.9 9.8 12.2 5.6 11.8 11.3 11.5 9.5 11.1 20.3 15.4 22.2 32.9 13.2 9.8 7.9 9.4 11.8 16.7 17.3 16.2
Treynor Ratio NA 0.1 0.12 0.0 0.05 0.05 NA NA 0.03 0.06 -0.16 0.12 0.09 0.17 -0.08 0.13 0.06 -0.02 0.04 0.16 0.09 -0.02 0.09 0.18 -0.29 -0.03 0.11 0.04 0.19 0.38 -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 0.04 -0.01 -0.02 0.01
Beta NA 1.15 1.15 1.17 1.25 1.26 NA NA 1.25 1.08 1.18 1.22 1.32 1.32 1.21 1.29 1.44 1.25 1.28 1.35 1.47 1.47 1.41 1.31 1.34 1.33 1.18 1.14 0.64 0.62 1.15 1.11 1.01
RSquare NA 0.96 0.94 0.84 0.91 0.89 NA NA 0.85 0.64 0.93 0.61 0.97 0.93 0.95 0.85 0.91 0.92 0.54 0.95 0.94 0.97 0.94 0.95 0.92 0.86 0.65 0.87 0.23 0.24 0.92 0.64 0.92
Yield(%) N/A 0.0 6.6 4.8 6.8 7.0 8.9 6.0 N/A 6.9 3.0 6.3 5.9 13.2 11.6 12.9 9.5 7.7 5.9 4.3 2.8 2.2 2.2 3.2 0.0 0.0 3.2 3.5 1.6 0.8 1.3 0.9 1.1
Dividend Growth(%) N/A -100.0 81.4 -46.6 -36.2 289.6 N/A N/A N/A 81.2 -48.4 12.7 -50.0 -10.6 -4.7 37.2 9.3 30.3 57.1 68.0 25.0 11.1 -18.2 N/A N/A -100.0 -2.9 142.9 133.3 -45.5 37.5 -27.3 N/A

Return Calculator for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX)

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NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) Historical Return Chart

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NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) 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 SERVICE CLASS (NDMSX) is -16.66%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) is -6.91%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) is 0.74%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND SERVICE CLASS (NDMSX) is 4.1%.

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