NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX)

Basic Info 9.95 0(0.0%)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS started on 06/26/2000
NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS is classified as asset class Conservative Allocation
NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS expense ratio is 0.51%
NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS rating is
(50%)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) Dividend Info

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) dividend growth in the last 12 months is 79.50%

The trailing 12-month yield of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS is 4.77%. its dividend history:

DateDividend
03/14/2024 0.0072
12/22/2023 0.3916
09/14/2023 0.0229
06/15/2023 0.0301
03/16/2023 0.0098
12/23/2022 0.2031
09/15/2022 0.0171
06/09/2022 0.0217
03/10/2022 0.0067
12/23/2021 0.2973
09/09/2021 0.0155
06/10/2021 0.0137
03/11/2021 0.007
12/23/2020 0.196
09/10/2020 0.191
06/11/2020 0.022
03/12/2020 0.012
12/23/2019 0.427
09/12/2019 0.04
06/11/2019 0.049
03/12/2019 0.022
12/20/2018 0.6133
09/12/2018 0.0389
06/12/2018 0.053
03/13/2018 0.023
12/20/2017 0.477
09/14/2017 0.0467
06/13/2017 0.0495
03/14/2017 0.028
12/19/2016 0.428
09/15/2016 0.036
06/14/2016 0.047
03/15/2016 0.028
12/21/2015 0.393
09/15/2015 0.033
06/16/2015 0.043
03/17/2015 0.024
12/22/2014 0.327
09/18/2014 0.035
06/17/2014 0.032
03/18/2014 0.014
02/18/2014 0.009
12/20/2013 0.845
09/26/2013 0.026
06/25/2013 0.033
03/19/2013 0.028
12/21/2012 0.233
09/11/2012 0.038
06/19/2012 0.053
03/20/2012 0.02
12/21/2011 0.17
09/20/2011 0.043
06/21/2011 0.042
03/22/2011 0.029
12/29/2010 0.075
09/24/2010 0.04
06/22/2010 0.057
04/30/2010 0.013
03/23/2010 0.017
12/22/2009 0.08
03/27/2007 0.047
12/28/2006 0.315
09/26/2006 0.07
03/27/2006 0.057
12/29/2005 0.251
09/26/2005 0.058
06/27/2005 0.062
03/24/2005 0.053
12/29/2004 0.087
09/27/2004 0.047
06/30/2004 0.042
03/31/2004 0.044
06/30/2003 0.048
03/24/2003 0.046
12/30/2002 0.059
09/23/2002 0.058
06/24/2002 0.065
03/25/2002 0.053
12/28/2001 0.064
09/27/2001 0.054
06/28/2001 0.07
03/29/2001 0.073
12/29/2000 0.111
09/26/2000 0.051
06/27/2000 0.067

Dividend Growth History for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4544 4.99% 82.78% -
2022 $0.2486 2.28% -25.46% 82.78%
2021 $0.3335 3.21% -20.78% 16.73%
2020 $0.421 4.23% -21.75% 2.58%
2019 $0.538 5.91% -26.12% -4.13%
2018 $0.7282 7.07% 21.12% -9.00%
2017 $0.6012 6.05% 11.54% -4.56%
2016 $0.539 5.49% 9.33% -2.41%
2015 $0.493 4.72% 18.23% -1.01%
2014 $0.417 4.01% -55.26% 0.96%
2013 $0.932 8.88% 170.93% -6.93%
2012 $0.344 3.44% 21.13% 2.56%
2011 $0.284 2.82% 40.59% 3.99%
2010 $0.202 2.13% 152.50% 6.43%
2009 $0.08 0.95% - 13.21%
2007 $0.047 0.45% -89.37% 15.23%
2006 $0.442 4.29% 4.25% 0.16%
2005 $0.424 4.18% 92.73% 0.39%
2004 $0.22 2.27% 134.04% 3.89%
2003 $0.094 1.07% -60.00% 8.20%
2002 $0.235 2.51% -9.96% 3.19%
2001 $0.261 2.69% 13.97% 2.55%
2000 $0.229 2.30% - 3.02%

Dividend Growth Chart for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX)

NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) 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 CONSERVATIVE FUND SERVICE CLASS (NSDCX) is 3.803%. Its cumulative total return (dividend reinvested) is 134.548%.

From 06/29/2001 to 05/17/2024, the Maximum Drawdown of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) is 31.2%.

From 06/29/2001 to 05/17/2024, the Sharpe Ratio of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) is 0.32.

From 06/29/2001 to 05/17/2024, the Annualized Standard Deviation of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) is 7.8%.

From 06/29/2001 to 05/17/2024, the Beta of NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) is 0.94.

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(%) 1.0 3.1 10.1 0.8 4.5 4.1 5.5 4.1 3.8 11.1 -14.1 7.5 9.7 15.0 -4.4 9.5 6.2 -0.6 3.9 9.4 8.1 2.0 8.1 13.0 -19.7 -2.9 11.0 4.4 7.3 12.1 -4.2 -1.2 0.2
Sharpe Ratio NA 0.72 0.94 -0.18 0.31 0.4 NA NA 0.32 1.01 -1.35 1.3 0.67 2.66 -0.9 3.16 1.08 -0.12 0.65 1.96 1.6 0.2 1.11 1.19 -1.38 -0.79 1.37 0.53 1.27 1.94 -0.65 -0.48 -0.57
Draw Down(%) NA 3.5 6.6 19.1 19.1 19.1 NA NA 31.2 6.6 18.6 2.8 19.1 2.5 8.9 1.0 4.1 5.6 3.6 4.1 4.0 7.9 5.5 11.1 23.9 4.8 4.3 2.6 3.9 4.9 11.1 10.3 4.9
Standard Deviation(%) NA 6.4 6.7 8.3 9.4 7.7 NA NA 7.8 6.8 11.5 5.7 14.0 5.1 6.3 2.8 5.6 5.4 6.0 4.8 5.1 9.6 7.2 10.8 14.9 7.5 5.6 4.2 5.0 5.9 8.2 7.4 6.8
Treynor Ratio NA 0.05 0.09 -0.02 0.03 0.03 NA NA 0.03 0.1 -0.15 0.09 0.09 0.12 -0.05 0.12 0.06 -0.01 0.04 0.1 0.07 0.01 0.07 0.12 -0.2 -0.06 0.1 0.03 0.16 0.3 -0.06 -0.05 -0.19
Alpha NA 0.01 0.01 0.0 0.0 0.0 NA NA -0.01 0.02 -0.02 0.0 0.0 -0.01 -0.01 0.01 -0.01 -0.01 -0.01 0.0 -0.01 -0.05 -0.02 -0.01 -0.04 -0.03 0.01 0.0 0.01 0.03 -0.03 -0.03 -0.03
Beta NA 0.94 0.7 0.91 0.96 0.97 NA NA 0.94 0.71 1.04 0.85 1.02 1.1 1.11 0.76 1.05 0.9 0.98 0.92 1.21 1.5 1.17 1.06 1.02 0.94 0.78 0.77 0.39 0.38 0.97 0.77 0.2
RSquare NA 0.77 0.63 0.71 0.78 0.74 NA NA 0.67 0.65 0.8 0.47 0.9 0.6 0.78 0.5 0.72 0.78 0.35 0.81 0.7 0.82 0.8 0.8 0.84 0.5 0.37 0.72 0.14 0.14 0.74 0.44 0.05
Yield(%) N/A 0.1 4.8 3.2 4.1 4.5 5.1 4.0 N/A 4.9 2.3 3.3 4.2 5.9 7.0 6.1 5.6 4.6 4.0 8.9 3.4 2.8 2.2 0.9 0.0 0.5 4.4 4.1 2.3 1.1 2.5 2.6 2.3
Dividend Growth(%) N/A -97.8 79.5 -38.0 -28.7 61.1 N/A N/A N/A 80.0 -26.5 -19.0 -22.2 -25.0 18.0 10.9 14.6 14.3 -54.8 173.5 21.4 33.3 162.5 N/A -100.0 -88.9 7.1 90.9 120.0 -56.5 -8.0 8.7 N/A

Return Calculator for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX)

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NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) Historical Return Chart

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NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) 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 CONSERVATIVE FUND SERVICE CLASS (NSDCX) is -7.69%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) is -2.52%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) is 1.33%.
From 06/29/2001 to 05/17/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND SERVICE CLASS (NSDCX) is 3.48%.

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