NWHAX | NATIONWIDE DESTINATION 2025 FUND CLASS A

Basic Info 8.31 0.01(0.12%)
May 08

NATIONWIDE DESTINATION 2025 FUND CLASS A started on 09/05/2007

NATIONWIDE DESTINATION 2025 FUND CLASS A is classified as asset class Target Date 2021-2025

NATIONWIDE DESTINATION 2025 FUND CLASS A expense ratio is 0.92%

NATIONWIDE DESTINATION 2025 FUND CLASS A rating is

(11%)

NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) Dividend Info

NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) dividend growth in the last 12 months is 82.94%

The trailing 12-month yield of NATIONWIDE DESTINATION 2025 FUND CLASS A is 7.06%. its dividend history:

Date	Dividend
03/14/2024	0.0021
12/22/2023	0.5417
09/14/2023	0.0122
06/15/2023	0.0219
12/23/2022	0.2852
09/15/2022	0.0113
06/09/2022	0.0194
12/23/2021	0.9155
09/09/2021	0.017
06/10/2021	0.0131
03/11/2021	0.0033
12/23/2020	0.198
09/10/2020	0.229
06/11/2020	0.017
03/12/2020	0.007
12/23/2019	0.644
09/12/2019	0.034
06/11/2019	0.047
03/12/2019	0.013
12/20/2018	0.7002
09/12/2018	0.0291
06/12/2018	0.051
03/13/2018	0.016
12/20/2017	0.737
09/14/2017	0.0426
06/13/2017	0.0437
03/14/2017	0.008
12/19/2016	0.624
09/15/2016	0.015
06/14/2016	0.037
03/15/2016	0.01
12/21/2015	0.425
09/15/2015	0.017
06/16/2015	0.039
03/17/2015	0.01
12/19/2014	0.551
09/18/2014	0.026
06/17/2014	0.019
03/18/2014	0.003
12/20/2013	0.409
09/26/2013	0.008
06/25/2013	0.014
03/19/2013	0.008
12/21/2012	0.408
09/11/2012	0.016
06/19/2012	0.038
12/21/2011	0.584
09/20/2011	0.019
06/21/2011	0.032
03/22/2011	0.001
12/29/2010	0.127
09/24/2010	0.019
06/22/2010	0.03
04/27/2010	0.031
12/22/2009	0.142

Dividend Growth History for NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.5758	7.35%	82.27%	-
2022	$0.3159	3.28%	-66.71%	82.27%
2021	$0.9489	9.76%	110.40%	-22.10%
2020	$0.451	4.88%	-38.89%	8.48%
2019	$0.738	8.80%	-7.32%	-6.02%
2018	$0.7963	8.06%	-4.21%	-6.28%
2017	$0.8313	8.87%	21.18%	-5.94%
2016	$0.686	7.46%	39.71%	-2.47%
2015	$0.491	4.92%	-18.03%	2.01%
2014	$0.599	5.94%	36.45%	-0.44%
2013	$0.439	4.77%	-4.98%	2.75%
2012	$0.462	5.42%	-27.36%	2.02%
2011	$0.636	6.84%	207.25%	-0.83%
2010	$0.207	2.44%	45.77%	8.19%
2009	$0.142	2.11%	-	10.52%

Dividend Growth Chart for NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX)

NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) Historical Returns And Risk Info

From 09/05/2007 to 05/08/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is 4.271%. Its cumulative total return (dividend reinvested) is 100.658%.

From 09/05/2007 to 05/08/2024, the Maximum Drawdown of NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is 47.9%.

From 09/05/2007 to 05/08/2024, the Sharpe Ratio of NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is 0.25.

From 09/05/2007 to 05/08/2024, the Annualized Standard Deviation of NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is 13.8%.

From 09/05/2007 to 05/08/2024, the Beta of NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is 0.53.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 09/05/2007	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007
Annualized Return(%)	1.0	1.5	8.3	-0.1	4.2	4.6	7.1	4.3	11.3	-15.4	8.7	11.3	18.4	-6.6	14.0	8.2	-1.9	4.1	17.1	13.3	-2.7	13.1	26.9	-33.8	1.2
Sharpe Ratio	NA	0.13	0.67	-0.21	0.22	0.34	NA	0.25	1.01	-1.34	0.61	0.65	2.54	-0.83	2.98	0.78	-0.19	0.52	1.97	1.4	-0.16	0.9	1.27	-1.18	0.1
Draw Down(%)	NA	3.1	6.8	26.7	26.7	26.7	NA	47.9	6.8	20.3	8.1	21.8	3.5	13.0	1.5	8.1	10.2	6.8	6.8	7.5	16.4	10.5	22.1	41.7	6.3
Standard Deviation(%)	NA	6.1	6.7	11.5	12.1	10.5	NA	13.8	7.0	12.5	14.1	17.0	6.7	9.4	4.5	10.2	10.1	7.8	8.6	9.5	17.1	14.5	21.1	29.3	14.5
Treynor Ratio	NA	0.01	0.06	-0.03	0.09	0.1	NA	0.07	0.09	-0.19	0.11	0.24	3.24	-0.31	0.13	0.07	-0.02	0.04	0.16	0.13	-0.03	0.15	0.35	-0.54	0.02
Alpha	NA	-0.01	-0.01	-0.01	0.01	0.01	NA	0.0	-0.01	-0.01	0.01	0.02	0.06	-0.03	-0.01	0.0	0.0	-0.01	-0.01	0.0	-0.01	0.01	0.03	-0.07	-0.01
Beta	NA	0.85	0.8	0.86	0.28	0.34	NA	0.53	0.82	0.89	0.8	0.46	0.05	0.25	1.05	1.1	1.04	1.05	1.07	1.01	0.98	0.84	0.77	0.64	0.85
RSquare	NA	0.93	0.77	0.53	0.24	0.31	NA	0.44	0.79	0.94	0.17	0.5	0.08	0.3	0.9	0.98	0.98	0.97	0.98	0.97	0.98	0.65	0.59	0.46	0.74
Yield(%)	N/A	0.0	7.1	6.0	6.6	6.2	7.7	N/A	7.3	3.3	9.8	5.0	8.7	8.1	8.9	7.5	4.9	6.0	4.8	5.5	6.8	2.5	2.1	0.0	0.0
Dividend Growth(%)	N/A	-100.0	82.9	-6.8	-11.6	N/A	N/A	N/A	78.1	-66.3	106.5	-37.0	-8.8	-3.6	20.3	40.8	-18.3	36.4	-6.4	-25.4	200.0	50.0	N/A	N/A	N/A

Return Calculator for NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX)

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NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) Historical Return Chart

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NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) 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 09/05/2007 to 05/08/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is -2.14%.

From 09/05/2007 to 05/08/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is 1.63%.

From 09/05/2007 to 05/08/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is 4.01%.

From 09/05/2007 to 05/08/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE DESTINATION 2025 FUND CLASS A (NWHAX) is NA.

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