NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX)

Basic Info

NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS started on 08/31/2007
NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS is classified as asset class Target Date 2000-2010
NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS expense ratio is 0.63%
NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS rating is
Not Rated

NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) Dividend Info

NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) dividend growth in the last 12 months is -27.70%

The trailing 12-month yield of NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS is 5.26%. its dividend history:

DateDividend
01/21/2020 0.021
12/23/2019 0.268
09/12/2019 0.043
06/11/2019 0.051
03/12/2019 0.027
12/20/2018 0.436
09/12/2018 0.0431
06/12/2018 0.055
03/13/2018 0.033
12/20/2017 0.269
09/14/2017 0.049
06/13/2017 0.048
03/14/2017 0.027
12/19/2016 0.292
09/15/2016 0.027
06/14/2016 0.038
03/15/2016 0.02
12/21/2015 0.485
09/15/2015 0.039
06/16/2015 0.044
03/17/2015 0.021
12/19/2014 0.584
09/18/2014 0.04
06/17/2014 0.038
03/18/2014 0.015
02/18/2014 0.009
12/20/2013 0.347
09/26/2013 0.018
06/25/2013 0.021
03/19/2013 0.016
12/21/2012 0.282
09/11/2012 0.024
06/19/2012 0.038
03/20/2012 0.011
12/21/2011 0.699
09/20/2011 0.032
06/21/2011 0.065
03/22/2011 0.022
12/29/2010 0.359
09/24/2010 0.038
06/22/2010 0.053
03/23/2010 0.022
12/22/2009 0.083

Dividend Growth History for NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2020
2020 $0.021 0.25% -94.60% -
2019 $0.389 5.19% -31.41% -94.60%
2018 $0.5671 6.75% 44.30% -80.76%
2017 $0.393 4.91% 4.24% -62.33%
2016 $0.377 4.80% -35.99% -51.42%
2015 $0.589 6.90% -14.14% -48.66%
2014 $0.686 7.81% 70.65% -44.07%
2013 $0.402 4.69% 13.24% -34.41%
2012 $0.355 4.36% -56.60% -29.77%
2011 $0.818 9.13% 73.31% -33.43%
2010 $0.472 5.48% 468.67% -26.75%
2009 $0.083 1.14% - -11.74%

Dividend Growth Chart for NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX)

NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) Historical Returns And Risk Info

From 08/31/2007 to 02/07/2020, the compound annualized total return (dividend reinvested) of NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is 3.423%. Its cumulative total return (dividend reinvested) is 51.879%.

From 08/31/2007 to 02/07/2020, the Maximum Drawdown of NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is 40.1%.

From 08/31/2007 to 02/07/2020, the Sharpe Ratio of NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is 0.31.

From 08/31/2007 to 02/07/2020, the Annualized Standard Deviation of NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is 9.7%.

From 08/31/2007 to 02/07/2020, the Beta of NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is 1.26.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
08/31/2007		 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) 0.0 4.5 4.7 5.5 5.6 3.4 1.2 14.9 -3.9 9.7 6.1 -0.4 4.5 8.6 9.8 -0.8 10.3 17.6 -27.7 1.1
Sharpe Ratio NA 2.72 1.18 0.83 0.88 0.31 6.58 3.15 -0.85 3.29 0.96 -0.06 0.94 1.5 1.75 -0.07 1.11 1.17 -1.32 0.09
Draw Down(%) NA 2.0 8.3 8.4 10.9 40.1 0.1 2.0 8.3 1.0 4.6 6.3 3.9 6.0 4.2 10.9 6.9 17.4 35.1 4.3
Standard Deviation(%) NA 3.8 4.6 5.2 6.5 9.7 1.8 4.3 6.1 2.8 6.1 6.2 4.7 5.7 5.6 11.1 9.2 14.9 21.6 10.5
Treynor Ratio NA 0.11 0.06 0.04 0.05 0.02 0.28 0.13 -0.05 0.12 0.05 0.0 0.04 0.08 0.08 -0.01 0.08 0.14 -0.22 0.01
Alpha NA 0.01 0.01 0.01 0.01 0.0 0.02 0.02 0.01 0.02 0.01 0.01 0.0 0.02 0.01 -0.02 0.01 0.01 -0.04 0.0
Beta NA 0.94 0.97 1.06 1.22 1.26 0.41 1.04 1.03 0.73 1.27 1.07 1.24 1.08 1.24 1.65 1.23 1.27 1.3 1.23
RSquare NA 0.65 0.67 0.71 0.69 0.56 0.35 0.71 0.68 0.52 0.83 0.7 0.78 0.68 0.75 0.82 0.54 0.5 0.47 0.45
Yield(%) N/A 5.3 5.6 5.4 6.1 N/A 0.2 5.2 6.8 5.0 4.8 6.8 7.9 4.8 4.3 9.0 5.5 1.1 0.0 0.0
Dividend Growth(%) N/A -27.7 -17.1 -14.5 N/A N/A -94.9 -31.6 42.5 5.3 -34.5 -15.9 68.3 17.1 -56.8 72.3 487.5 N/A N/A N/A

Return Calculator for NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX)

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NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) Historical Return Chart

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NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) 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 08/31/2007 to 02/07/2020, the worst annualized return of 3-year rolling returns for NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is -2.61%.
From 08/31/2007 to 02/07/2020, the worst annualized return of 5-year rolling returns for NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is 0.7%.
From 08/31/2007 to 02/07/2020, the worst annualized return of 10-year rolling returns for NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is 2.67%.
From 08/31/2007 to 02/07/2020, the worst annualized return of 20-year rolling returns for NATIONWIDE DESTINATION 2010 FUND INSTITUTIONAL SERVICE CLASS (NWDSX) is NA.

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