NWEIX | NATIONWIDE DESTINATION 2015 FUND CLASS R6

Basic Info 7.35 0.01(0.14%)
May 08

NATIONWIDE DESTINATION 2015 FUND CLASS R6 started on 08/31/2007

NATIONWIDE DESTINATION 2015 FUND CLASS R6 is classified as asset class Target Date 2011-2015

NATIONWIDE DESTINATION 2015 FUND CLASS R6 expense ratio is 0.92%

NATIONWIDE DESTINATION 2015 FUND CLASS R6 rating is

(76%)

NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) Dividend Info

NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) dividend growth in the last 12 months is 24.08%

The trailing 12-month yield of NATIONWIDE DESTINATION 2015 FUND CLASS R6 is 5.84%. its dividend history:

Date	Dividend
03/14/2024	0.0109
12/22/2023	0.3596
09/14/2023	0.021
06/15/2023	0.0284
03/16/2023	0.0077
12/23/2022	0.2818
09/15/2022	0.0227
06/09/2022	0.0262
03/10/2022	0.0146
12/23/2021	0.7965
09/09/2021	0.0296
06/10/2021	0.0267
03/11/2021	0.019
12/23/2020	0.165
09/10/2020	0.172
06/11/2020	0.031
03/12/2020	0.022
12/23/2019	0.476
09/12/2019	0.045
06/11/2019	0.054
03/12/2019	0.025
12/20/2018	0.4686
09/12/2018	0.0423
06/12/2018	0.058
03/13/2018	0.031
12/20/2017	0.406
09/14/2017	0.05
06/13/2017	0.051
03/14/2017	0.026
12/19/2016	0.494
09/15/2016	0.031
06/14/2016	0.047
03/15/2016	0.028
12/21/2015	0.665
09/15/2015	0.037
06/16/2015	0.047
03/17/2015	0.022
12/19/2014	0.741
09/18/2014	0.042
06/17/2014	0.041
03/18/2014	0.016
02/18/2014	0.009
12/20/2013	0.306
09/26/2013	0.02
06/25/2013	0.023
03/19/2013	0.018
12/21/2012	0.34
09/11/2012	0.026
06/19/2012	0.043
03/20/2012	0.012
12/21/2011	0.752
09/20/2011	0.033
06/21/2011	0.063
03/22/2011	0.021
12/29/2010	0.17
09/24/2010	0.035
06/22/2010	0.051
03/23/2010	0.019
12/22/2009	0.119

Dividend Growth History for NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.4167	6.05%	20.68%	-
2022	$0.3453	4.12%	-60.39%	20.68%
2021	$0.8718	10.09%	123.54%	-30.86%
2020	$0.39	4.74%	-35.00%	2.23%
2019	$0.6	7.86%	0.02%	-8.71%
2018	$0.5999	6.94%	12.55%	-7.03%
2017	$0.533	6.48%	-11.17%	-4.02%
2016	$0.6	7.33%	-22.18%	-5.07%
2015	$0.771	8.49%	-9.19%	-7.40%
2014	$0.849	8.98%	131.34%	-7.60%
2013	$0.367	4.08%	-12.83%	1.28%
2012	$0.421	4.96%	-51.55%	-0.09%
2011	$0.869	9.28%	216.00%	-5.94%
2010	$0.275	3.15%	131.09%	3.25%
2009	$0.119	1.63%	-	9.36%

Dividend Growth Chart for NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX)

NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) Historical Returns And Risk Info

From 08/30/2007 to 05/08/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is 3.814%. Its cumulative total return (dividend reinvested) is 86.566%.

From 08/30/2007 to 05/08/2024, the Maximum Drawdown of NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is 41.2%.

From 08/30/2007 to 05/08/2024, the Sharpe Ratio of NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is 0.28.

From 08/30/2007 to 05/08/2024, the Annualized Standard Deviation of NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is 10.6%.

From 08/30/2007 to 05/08/2024, the Beta of NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is 0.72.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Inception**	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007
Annualized Return(%)	1.1	1.8	8.5	0.5	4.0	4.4	6.2	3.8	11.2	-13.7	6.9	10.9	15.3	-4.6	11.5	7.0	-0.6	4.5	10.9	11.0	-1.0	11.2	20.6	-28.5	1.3
Sharpe Ratio	NA	0.08	0.61	-0.19	0.24	0.4	NA	0.28	1.06	-1.44	0.51	0.96	2.95	-0.84	3.29	0.92	-0.09	0.79	1.67	1.68	-0.08	1.05	1.25	-1.28	0.14
Draw Down(%)	NA	3.1	6.4	24.9	24.9	24.9	NA	41.2	6.4	18.1	8.3	15.0	2.4	9.4	1.2	5.6	7.4	4.7	6.3	4.9	12.4	7.9	18.3	36.1	4.6
Standard Deviation(%)	NA	6.0	6.5	10.6	9.8	8.2	NA	10.6	6.6	10.5	13.4	11.1	4.7	7.0	3.3	7.4	7.4	5.7	6.5	6.6	12.7	10.7	16.4	22.9	11.1
Treynor Ratio	NA	0.0	0.0	-0.1	0.05	0.05	NA	0.04	0.0	-0.13	0.83	0.11	0.12	-0.05	0.1	0.06	-0.01	0.04	0.1	0.12	-0.01	0.14	0.28	-0.46	0.02
Alpha	NA	NA	NA	-0.01	0.0	0.0	NA	0.0	NA	0.0	0.02	0.0	0.0	0.0	0.0	0.0	0.0	-0.01	-0.01	0.0	-0.01	0.0	0.02	-0.06	-0.01
Beta	NA	NA	NA	0.2	0.5	0.67	NA	0.72	NA	1.16	0.08	0.94	1.11	1.17	1.04	1.11	1.04	1.03	1.04	0.92	0.96	0.8	0.74	0.64	0.82
RSquare	NA	0.0	0.0	0.03	0.2	0.36	NA	0.52	0.0	0.42	0.01	0.96	0.9	0.97	0.82	0.96	0.97	0.96	0.96	0.95	0.96	0.65	0.58	0.47	0.73
Yield(%)	N/A	0.1	N/A	N/A	N/A	N/A	N/A	N/A	6.1	4.1	10.2	4.6	7.7	6.9	6.6	7.3	8.5	9.0	4.1	5.0	9.2	3.2	1.6	0.0	0.0
Dividend Growth(%)	N/A	-97.6	N/A	N/A	N/A	N/A	N/A	N/A	23.5	-61.4	131.6	-35.6	-1.7	11.1	-10.0	-22.1	-9.4	129.7	-11.9	-51.2	207.1	133.3	N/A	N/A	N/A

Return Calculator for NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX)

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

Click here for comparison with other funds, portfolios or stocks

NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) Historical Return Chart

Click here for interactive chart

NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) 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 08/30/2007 to 05/08/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is -1.82%.

From 08/30/2007 to 05/08/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is 1.54%.

From 08/30/2007 to 05/08/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is 3.44%.

From 08/30/2007 to 05/08/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE DESTINATION 2015 FUND CLASS R6 (NWEIX) is NA.

Related Articles for NATIONWIDE DESTINATION 2015 FUND CLASS R6(NWEIX)