NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX)

Basic Info

NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS started on 08/31/2007
NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS is classified as asset class Target Date 2016-2020
NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS expense ratio is 0.66%
NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS rating is
Not Rated

NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) Dividend Info

NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) dividend growth in the last 12 months is -18.35%

The trailing 12-month yield of NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS is 6.80%. its dividend history:

DateDividend
06/16/2020 0.034
03/12/2020 0.017
12/23/2019 0.52
09/12/2019 0.041
06/11/2019 0.052
03/12/2019 0.02
12/20/2018 0.6402
09/12/2018 0.0373
06/12/2018 0.057
03/13/2018 0.023
12/20/2017 0.686
09/14/2017 0.05
06/13/2017 0.049
03/14/2017 0.018
12/19/2016 0.539
09/15/2016 0.025
06/14/2016 0.044
03/15/2016 0.02
12/21/2015 0.467
09/15/2015 0.029
06/16/2015 0.044
03/17/2015 0.015
12/19/2014 0.512
09/18/2014 0.035
06/17/2014 0.032
03/18/2014 0.014
02/18/2014 0.003
12/20/2013 0.33
09/26/2013 0.016
06/25/2013 0.021
03/19/2013 0.015
12/21/2012 0.403
09/11/2012 0.022
06/19/2012 0.044
03/20/2012 0.006
12/21/2011 0.572
09/20/2011 0.027
06/21/2011 0.046
03/22/2011 0.013
12/29/2010 0.135
09/24/2010 0.028
06/22/2010 0.041
03/23/2010 0.005
12/22/2009 0.145

Dividend Growth History for NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2020
2020 $0.051 0.57% -91.94% -
2019 $0.633 7.71% -16.44% -91.94%
2018 $0.7575 7.96% -5.67% -74.05%
2017 $0.803 8.80% 27.87% -60.10%
2016 $0.628 6.97% 13.15% -46.62%
2015 $0.555 5.67% -6.88% -37.96%
2014 $0.596 6.03% 56.02% -33.62%
2013 $0.382 4.14% -19.58% -25.00%
2012 $0.475 5.50% -27.81% -24.34%
2011 $0.658 7.04% 214.83% -24.73%
2010 $0.209 2.42% 44.14% -13.16%
2009 $0.145 2.07% - -9.06%

Dividend Growth Chart for NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX)

NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) Historical Returns And Risk Info

From 08/31/2007 to 06/25/2020, the compound annualized total return (dividend reinvested) of NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is 4.017%. Its cumulative total return (dividend reinvested) is 65.56%.

From 08/31/2007 to 06/25/2020, the Maximum Drawdown of NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is 44.4%.

From 08/31/2007 to 06/25/2020, the Sharpe Ratio of NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is 0.28.

From 08/31/2007 to 06/25/2020, the Annualized Standard Deviation of NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is 12.6%.

From 08/31/2007 to 06/25/2020, the Beta of NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is 0.32.

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 2.6 4.3 5.9 6.5 4.0 -1.1 16.8 -5.4 12.7 7.3 -1.3 4.2 13.7 12.2 -1.6 11.9 23.9 -31.0 1.2
Sharpe Ratio NA 0.3 0.43 0.46 0.71 0.28 -0.16 2.75 -0.83 3.16 0.81 -0.15 0.63 1.85 1.56 -0.11 0.94 1.26 -1.23 0.1
Draw Down(%) NA 17.3 17.3 17.3 17.3 44.4 17.3 2.9 11.2 1.3 6.7 8.7 5.7 6.5 5.9 14.0 9.3 20.0 38.9 5.5
Standard Deviation(%) NA 12.2 9.0 8.7 9.1 12.6 16.9 5.6 8.2 3.8 8.6 8.6 6.6 7.4 7.8 14.7 12.6 18.9 25.9 12.8
Treynor Ratio NA 0.58 0.46 0.35 0.31 0.11 -0.09 7.17 -0.39 0.12 0.07 -0.01 0.04 0.13 0.13 -0.02 0.14 0.31 -0.5 0.01
Alpha NA 0.01 0.01 0.01 0.02 0.01 -0.01 0.05 -0.02 0.0 0.0 0.0 -0.01 -0.01 0.0 -0.01 0.0 0.02 -0.07 -0.01
Beta NA 0.06 0.08 0.11 0.21 0.32 0.29 0.02 0.18 0.99 1.07 1.02 1.01 1.03 0.93 0.95 0.82 0.76 0.64 0.85
RSquare NA 0.09 0.11 0.13 0.22 0.28 0.36 0.04 0.22 0.88 0.98 0.98 0.97 0.98 0.96 0.97 0.64 0.59 0.47 0.75
Yield(%) N/A 6.8 7.5 6.7 6.8 N/A 0.6 7.7 8.0 8.9 6.9 5.7 6.0 4.2 5.4 7.1 2.4 2.0 0.0 0.0
Dividend Growth(%) N/A -18.3 21.2 44.4 N/A N/A -92.1 -17.1 -6.2 30.6 10.7 -5.1 51.3 -17.0 -28.8 214.3 50.0 N/A N/A N/A

Return Calculator for NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX)

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NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) Historical Return Chart

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NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) 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 06/25/2020, the worst annualized return of 3-year rolling returns for NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is -2.04%.
From 08/31/2007 to 06/25/2020, the worst annualized return of 5-year rolling returns for NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is 1.62%.
From 08/31/2007 to 06/25/2020, the worst annualized return of 10-year rolling returns for NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is 3.7%.
From 08/31/2007 to 06/25/2020, the worst annualized return of 20-year rolling returns for NATIONWIDE DESTINATION 2020 FUND INSTITUTIONAL SERVICE CLASS (NWFSX) is NA.

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