NWCPX | NATIONWIDE CORE PLUS BOND FUND CLASS A

Basic Info 8.78 0.02(0.23%)
May 08

NATIONWIDE CORE PLUS BOND FUND CLASS A started on 04/25/2013

NATIONWIDE CORE PLUS BOND FUND CLASS A is classified as asset class Intermediate-Term Bond

NATIONWIDE CORE PLUS BOND FUND CLASS A expense ratio is 0.57%

NATIONWIDE CORE PLUS BOND FUND CLASS A rating is

(3%)

NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) Dividend Info

NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) dividend growth in the last 12 months is 23.55%

The trailing 12-month yield of NATIONWIDE CORE PLUS BOND FUND CLASS A is 4.02%. its dividend history:

Date	Dividend
04/30/2024	0.029
03/28/2024	0.0294
02/29/2024	0.0275
01/31/2024	0.0287
12/29/2023	0.0287
12/20/2023	0.0185
11/30/2023	0.0282
10/31/2023	0.0289
09/29/2023	0.0279
08/31/2023	0.0282
07/31/2023	0.0282
06/30/2023	0.0275
05/31/2023	0.0282
04/28/2023	0.0275
03/31/2023	0.0278
02/28/2023	0.0254
01/31/2023	0.0261
12/30/2022	0.0255
11/30/2022	0.0248
10/31/2022	0.0246
09/30/2022	0.0231
08/31/2022	0.0227
07/29/2022	0.0218
06/30/2022	0.0206
05/31/2022	0.0206
04/29/2022	0.0194
03/31/2022	0.017
02/28/2022	0.0146
01/31/2022	0.0185
12/31/2021	0.0171
12/21/2021	0.0857
11/30/2021	0.0169
10/29/2021	0.016
09/30/2021	0.0156
08/31/2021	0.0173
07/30/2021	0.019
06/30/2021	0.018
05/28/2021	0.019
04/30/2021	0.0178
03/31/2021	0.0175
02/26/2021	0.017
01/29/2021	0.019
12/31/2020	0.019
12/21/2020	0.19
11/30/2020	0.019
10/30/2020	0.02
09/30/2020	0.02
08/31/2020	0.022
07/31/2020	0.023
06/30/2020	0.023
05/29/2020	0.024
04/30/2020	0.023
03/31/2020	0.023
02/28/2020	0.021
01/31/2020	0.022
12/31/2019	0.022
12/18/2019	0.003
11/29/2019	0.021
10/31/2019	0.022
09/30/2019	0.022
08/30/2019	0.022
07/31/2019	0.024
06/28/2019	0.025
05/31/2019	0.026
04/30/2019	0.026
03/29/2019	0.026
02/28/2019	0.024
01/31/2019	0.025
12/31/2018	0.0258
12/18/2018	0.0008
11/30/2018	0.0251
10/31/2018	0.0259
09/28/2018	0.0243
07/31/2018	0.026
06/29/2018	0.026
05/31/2018	0.025
04/30/2018	0.025
03/29/2018	0.025
02/28/2018	0.023
01/31/2018	0.024
12/29/2017	0.024
12/18/2017	0.001
11/30/2017	0.023
10/31/2017	0.023
09/29/2017	0.022
08/31/2017	0.0238
07/31/2017	0.0231
06/30/2017	0.0232
05/31/2017	0.0239
04/28/2017	0.0243
03/31/2017	0.025
02/28/2017	0.024
01/31/2017	0.025
12/30/2016	0.025
12/16/2016	0.016
11/30/2016	0.024
10/31/2016	0.024
08/31/2016	0.026
07/29/2016	0.026
06/30/2016	0.025
05/31/2016	0.025
04/29/2016	0.025
03/31/2016	0.026
02/29/2016	0.024
01/29/2016	0.025
12/31/2015	0.025
12/17/2015	0.002
11/30/2015	0.023
10/30/2015	0.023
09/30/2015	0.022
08/31/2015	0.023
07/31/2015	0.024
06/30/2015	0.024
05/29/2015	0.024
04/30/2015	0.024
03/31/2015	0.024
02/27/2015	0.022
01/30/2015	0.023
12/31/2014	0.023
12/16/2014	0.011
11/28/2014	0.022
10/31/2014	0.023
09/30/2014	0.022
08/29/2014	0.023
07/31/2014	0.023
06/30/2014	0.021
05/30/2014	0.018
04/30/2014	0.022
03/31/2014	0.022
02/28/2014	0.02
01/31/2014	0.022
12/31/2013	0.022
12/18/2013	0.019
11/29/2013	0.02
10/31/2013	0.013
09/30/2013	0.022
08/30/2013	0.024
07/31/2013	0.024
06/28/2013	0.024
05/31/2013	0.025

Dividend Growth History for NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3511	3.98%	38.67%	-
2022	$0.2532	2.44%	-14.43%	38.67%
2021	$0.2959	2.74%	-34.10%	8.93%
2020	$0.449	4.31%	55.90%	-7.87%
2019	$0.288	2.94%	4.39%	5.08%
2018	$0.2759	2.70%	-3.29%	4.94%
2017	$0.2853	2.81%	-1.96%	3.52%
2016	$0.291	2.89%	2.83%	2.72%
2015	$0.283	2.75%	4.04%	2.73%
2014	$0.272	2.70%	40.93%	2.88%
2013	$0.193	1.84%	-	6.17%

Dividend Growth Chart for NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX)

NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) Historical Returns And Risk Info

From 04/25/2013 to 05/08/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is 1.461%. Its cumulative total return (dividend reinvested) is 17.332%.

From 04/25/2013 to 05/08/2024, the Maximum Drawdown of NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is 18.7%.

From 04/25/2013 to 05/08/2024, the Sharpe Ratio of NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is 0.1.

From 04/25/2013 to 05/08/2024, the Annualized Standard Deviation of NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is 4.4%.

From 04/25/2013 to 05/08/2024, the Beta of NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is 0.83.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 04/25/2013	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Annualized Return(%)	1.3	-1.8	1.1	-3.0	0.6	1.5	1.5	6.6	-13.1	-0.6	8.3	9.4	-1.7	3.6	3.7	0.7	4.5	-2.1
Sharpe Ratio	NA	-1.43	-0.4	-0.8	-0.18	0.1	0.1	0.31	-1.9	-0.24	1.6	2.53	-1.27	1.18	1.19	0.2	2.14	-0.91
Draw Down(%)	NA	3.8	7.1	18.7	18.7	18.7	18.7	7.7	17.7	2.4	8.3	1.8	2.8	1.4	3.6	2.2	1.0	4.2
Standard Deviation(%)	NA	6.3	6.9	6.6	5.8	4.5	4.4	7.4	7.6	2.5	5.0	3.1	2.4	2.6	2.9	3.3	2.1	3.3
Treynor Ratio	NA	-0.09	-0.03	-0.06	-0.01	0.01	0.01	0.02	-0.17	-0.01	0.1	0.09	-0.04	0.04	0.05	0.01	0.07	-0.04
Alpha	NA	0.0	0.0	0.0	0.0	0.0	0.0	-0.01	-0.01	0.0	0.0	0.0	-0.01	0.0	0.0	0.0	0.0	0.0
Beta	NA	1.01	0.97	0.88	0.87	0.84	0.83	0.94	0.84	0.61	0.84	0.86	0.77	0.81	0.68	0.72	0.61	0.73
RSquare	NA	0.96	0.95	0.91	0.88	0.86	0.86	0.96	0.89	0.83	0.76	0.82	0.75	0.78	0.73	0.84	0.76	0.85
Yield(%)	N/A	1.3	4.0	3.0	3.3	3.0	N/A	4.3	2.3	3.1	4.1	2.8	2.6	2.4	2.7	2.3	2.5	1.6
Dividend Growth(%)	N/A	-68.4	23.5	-4.4	16.1	N/A	N/A	58.3	-27.3	-23.3	59.3	0.0	12.5	-11.1	12.5	-4.0	47.1	N/A

Return Calculator for NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX)

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NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) Historical Return Chart

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NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) 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 04/25/2013 to 05/08/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is -5.25%.

From 04/25/2013 to 05/08/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is -0.42%.

From 04/25/2013 to 05/08/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is 1.55%.

From 04/25/2013 to 05/08/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE CORE PLUS BOND FUND CLASS A (NWCPX) is NA.

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