NWHBX | NATIONWIDE DESTINATION 2025 FUND CLASS R

Basic Info 8.26 0.01(0.12%)
May 08

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

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

NATIONWIDE DESTINATION 2025 FUND CLASS R expense ratio is 0.92%

NATIONWIDE DESTINATION 2025 FUND CLASS R rating is

(10%)

NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) Dividend Info

NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) dividend growth in the last 12 months is 91.77%

The trailing 12-month yield of NATIONWIDE DESTINATION 2025 FUND CLASS R is 6.83%. its dividend history:

Date	Dividend
12/22/2023	0.5354
09/14/2023	0.0056
06/15/2023	0.0159
12/23/2022	0.2726
09/15/2022	0.0048
06/09/2022	0.013
12/23/2021	0.907
09/09/2021	0.01
06/10/2021	0.0061
12/23/2020	0.191
09/10/2020	0.222
06/11/2020	0.011
03/12/2020	0.001
12/23/2019	0.637
09/12/2019	0.028
06/11/2019	0.041
03/12/2019	0.007
12/20/2018	0.6942
09/12/2018	0.023
06/12/2018	0.045
03/13/2018	0.01
12/20/2017	0.729
09/14/2017	0.036
06/13/2017	0.037
03/14/2017	0.001
12/19/2016	0.617
09/15/2016	0.01
06/14/2016	0.028
03/15/2016	0.003
12/21/2015	0.417
09/15/2015	0.01
06/16/2015	0.03
12/19/2014	0.538
09/18/2014	0.018
06/17/2014	0.015
03/18/2014	0.004
12/20/2013	0.402
09/26/2013	0.002
06/25/2013	0.008
03/19/2013	0.003
12/21/2012	0.402
09/11/2012	0.01
06/19/2012	0.028
12/21/2011	0.578
09/20/2011	0.014
06/21/2011	0.026
12/29/2010	0.121
09/24/2010	0.012
06/22/2010	0.024
04/27/2010	0.029
12/22/2009	0.138

Dividend Growth History for NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.5569	7.14%	91.77%	-
2022	$0.2904	3.03%	-68.54%	91.77%
2021	$0.9231	9.54%	117.20%	-22.33%
2020	$0.425	4.61%	-40.39%	9.43%
2019	$0.713	8.52%	-7.67%	-5.99%
2018	$0.7722	7.84%	-3.84%	-6.33%
2017	$0.803	8.59%	22.04%	-5.92%
2016	$0.658	7.18%	43.98%	-2.35%
2015	$0.457	4.60%	-20.52%	2.50%
2014	$0.575	5.72%	38.55%	-0.35%
2013	$0.415	4.52%	-5.68%	2.98%
2012	$0.44	5.18%	-28.80%	2.17%
2011	$0.618	6.65%	232.26%	-0.86%
2010	$0.186	2.19%	34.78%	8.80%
2009	$0.138	2.05%	-	10.48%

Dividend Growth Chart for NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX)

NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) 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 R (NWHBX) is 4.016%. Its cumulative total return (dividend reinvested) is 92.621%.

From 09/05/2007 to 05/08/2024, the Maximum Drawdown of NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) is 48.0%.

From 09/05/2007 to 05/08/2024, the Sharpe Ratio of NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) is 0.23.

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

From 09/05/2007 to 05/08/2024, the Beta of NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) 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	1.1	7.9	-0.4	3.9	4.3	6.8	4.0	4.4	-15.6	8.3	11.0	18.2	-6.8	13.6	8.0	-2.2	3.8	16.7	13.0	-3.0	12.9	26.8	-33.8	1.2
Sharpe Ratio	NA	-0.06	0.61	-0.24	0.19	0.31	NA	0.23	0.01	-1.36	0.59	0.62	2.52	-0.86	2.89	0.77	-0.22	0.48	1.93	1.38	-0.18	0.88	1.27	-1.18	0.09
Draw Down(%)	NA	3.2	6.9	26.8	26.8	26.8	NA	48.0	6.9	20.4	8.1	21.7	3.5	13.1	1.5	8.1	10.3	6.9	6.9	7.5	16.4	10.7	22.0	41.7	6.4
Standard Deviation(%)	NA	6.2	6.8	11.5	12.2	10.5	NA	13.8	9.5	12.5	14.1	17.2	6.6	9.5	4.5	10.1	10.1	7.8	8.6	9.4	17.1	14.5	21.1	29.3	14.6
Treynor Ratio	NA	0.0	0.05	-0.03	0.08	0.1	NA	0.06	0.0	-0.19	0.1	0.23	3.21	-0.32	0.12	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	0.0	0.01	NA	0.0	-0.03	-0.01	0.0	0.02	0.06	-0.03	-0.01	0.0	-0.01	-0.01	-0.01	0.0	-0.01	0.01	0.03	-0.07	-0.01
Beta	NA	0.85	0.81	0.86	0.28	0.34	NA	0.53	0.82	0.89	0.82	0.47	0.05	0.25	1.06	1.09	1.04	1.05	1.07	1.0	0.98	0.85	0.76	0.64	0.86
RSquare	NA	0.92	0.76	0.53	0.24	0.31	NA	0.44	0.44	0.94	0.18	0.5	0.08	0.3	0.91	0.98	0.98	0.97	0.98	0.97	0.98	0.66	0.59	0.46	0.75
Yield(%)	N/A	0.0	6.8	5.8	6.3	6.0	7.3	N/A	7.3	2.9	9.6	4.6	8.6	7.7	8.7	7.2	4.6	5.8	4.5	5.2	6.7	2.1	2.1	0.0	0.0
Dividend Growth(%)	N/A	-100.0	91.8	-6.8	-11.2	N/A	N/A	N/A	103.6	-69.9	121.4	-41.7	-5.3	-6.2	22.7	43.5	-20.7	41.5	-6.8	-29.0	244.4	28.6	N/A	N/A	N/A

Return Calculator for NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX)

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NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) Historical Return Chart

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NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) 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 R (NWHBX) is -2.32%.

From 09/05/2007 to 05/08/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) is 1.43%.

From 09/05/2007 to 05/08/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE DESTINATION 2025 FUND CLASS R (NWHBX) is 3.75%.

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

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