NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX)

Basic Info 9.33 0.01(0.11%)
May 10

NATIONWIDE DESTINATION 2035 FUND CLASS R started on 09/05/2007
NATIONWIDE DESTINATION 2035 FUND CLASS R is classified as asset class Target Date 2031-2035
NATIONWIDE DESTINATION 2035 FUND CLASS R expense ratio is 0.90%
NATIONWIDE DESTINATION 2035 FUND CLASS R rating is
(9%)

NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) Dividend Info

NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) dividend growth in the last 12 months is 367.21%

The trailing 12-month yield of NATIONWIDE DESTINATION 2035 FUND CLASS R is 6.92%. its dividend history:

DateDividend
12/22/2023 0.6024
06/15/2023 0.0003
12/23/2022 0.129
12/23/2021 0.9549
09/09/2021 0.0032
12/23/2020 0.25
09/10/2020 0.305
06/11/2020 0.002
12/23/2019 0.874
09/12/2019 0.023
06/11/2019 0.039
03/12/2019 0.003
12/20/2018 0.8376
09/12/2018 0.0191
06/12/2018 0.044
03/13/2018 0.005
12/20/2017 0.794
09/14/2017 0.033
06/13/2017 0.035
12/19/2016 0.674
09/15/2016 0.004
06/14/2016 0.026
12/21/2015 0.497
09/15/2015 0.006
06/16/2015 0.031
12/19/2014 0.574
09/18/2014 0.015
06/17/2014 0.013
03/18/2014 0.002
12/20/2013 0.554
09/26/2013 0.001
06/25/2013 0.009
03/19/2013 0.005
12/21/2012 0.411
09/11/2012 0.011
06/19/2012 0.02
12/21/2011 0.3
09/20/2011 0.012
06/21/2011 0.01
12/29/2010 0.123
09/24/2010 0.009
06/22/2010 0.017
12/22/2009 0.152

Dividend Growth History for NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.6027 7.31% 367.21% -
2022 $0.129 1.26% -86.54% 367.21%
2021 $0.9581 9.73% 72.01% -20.69%
2020 $0.557 5.91% -40.68% 2.66%
2019 $0.939 11.14% 3.68% -10.49%
2018 $0.9057 8.83% 5.07% -7.82%
2017 $0.862 9.02% 22.44% -5.79%
2016 $0.704 7.60% 31.84% -2.19%
2015 $0.534 5.25% -11.59% 1.52%
2014 $0.604 5.88% 6.15% -0.02%
2013 $0.569 6.23% 28.73% 0.58%
2012 $0.442 5.31% 37.27% 2.86%
2011 $0.322 3.63% 116.11% 5.36%
2010 $0.149 1.86% -1.97% 11.35%
2009 $0.152 2.47% - 10.34%

Dividend Growth Chart for NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX)

NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) Historical Returns And Risk Info

From 09/05/2007 to 05/10/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is 4.893%. Its cumulative total return (dividend reinvested) is 121.605%.

From 09/05/2007 to 05/10/2024, the Maximum Drawdown of NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is 54.4%.

From 09/05/2007 to 05/10/2024, the Sharpe Ratio of NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is 0.24.

From 09/05/2007 to 05/10/2024, the Annualized Standard Deviation of NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is 17.2%.

From 09/05/2007 to 05/10/2024, the Beta of NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is 0.88.

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(%) 2.0 4.0 14.9 1.1 6.6 5.9 8.4 4.9 8.6 -19.2 3.0 12.4 22.1 -8.4 15.8 9.2 -2.4 3.9 22.5 14.7 -3.9 13.8 31.3 -39.0 0.2
Sharpe Ratio NA 0.57 1.1 -0.09 0.27 0.35 NA 0.24 0.37 -1.15 0.23 0.47 2.2 -0.81 2.75 0.74 -0.2 0.41 2.19 1.23 -0.18 0.78 1.25 -1.09 -0.1
Draw Down(%) NA 4.5 9.3 24.8 30.1 30.1 NA 54.4 9.3 24.1 10.2 30.1 5.2 16.2 1.9 9.9 11.9 8.3 7.0 10.0 20.2 13.2 25.3 47.0 8.0
Standard Deviation(%) NA 8.9 9.2 12.9 15.9 13.5 NA 17.2 11.8 17.9 13.2 25.8 9.4 12.0 5.5 12.1 12.0 9.4 10.2 12.1 21.3 17.5 24.9 36.4 17.9
Treynor Ratio NA 0.05 0.11 -0.01 0.04 0.04 NA 0.05 0.04 -0.2 0.03 0.11 0.2 -0.1 0.17 0.09 -0.03 0.04 0.22 0.15 -0.04 0.17 0.41 -0.61 -0.02
Alpha NA -0.01 0.0 0.0 -0.01 -0.01 NA 0.0 -0.03 -0.01 -0.03 -0.01 0.01 0.0 0.0 0.01 0.01 0.0 0.01 0.01 0.0 0.01 0.04 -0.07 0.01
Beta NA 1.04 0.95 1.03 1.05 1.04 NA 0.88 0.98 1.05 0.92 1.06 1.04 0.99 0.9 1.0 0.9 0.98 1.02 0.99 0.99 0.83 0.77 0.66 0.85
RSquare NA 0.97 0.82 0.92 0.96 0.96 NA 0.72 0.59 0.94 0.42 0.99 0.91 0.95 0.79 0.94 0.86 0.93 0.94 0.95 0.97 0.64 0.59 0.43 0.72
Yield(%) N/A 0.0 6.9 5.3 6.8 6.4 8.6 N/A 7.3 1.3 9.6 5.8 11.0 8.8 9.0 7.6 5.3 5.8 6.1 5.3 3.6 1.9 2.4 0.0 0.0
Dividend Growth(%) N/A -100.0 367.2 -29.5 -11.9 N/A N/A N/A 361.5 -86.3 72.7 -40.9 3.3 4.7 22.9 29.6 -10.0 7.1 27.3 37.5 113.3 0.0 N/A N/A N/A

Return Calculator for NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX)

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NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) Historical Return Chart

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NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) 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 05/10/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is -3.97%.
From 09/05/2007 to 05/10/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is 0.67%.
From 09/05/2007 to 05/10/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is 4.08%.
From 09/05/2007 to 05/10/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE DESTINATION 2035 FUND CLASS R (NWLBX) is NA.

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