NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX)

Basic Info 10.09 0(0.0%)

NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS started on 08/31/2007
NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS is classified as asset class Target Date 2041-2045
NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS expense ratio is 0.89%
NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS rating is
(74%)

NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) Dividend Info

NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) dividend growth in the last 12 months is 170.35%

The trailing 12-month yield of NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS is 6.67%. its dividend history:

DateDividend
12/22/2023 0.5805
06/15/2023 0.024
12/23/2022 0.1998
09/15/2022 0.0077
06/09/2022 0.0161
12/23/2021 1.1127
12/23/2020 0.297
09/10/2020 0.377
12/23/2019 0.948
09/12/2019 0.033
06/11/2019 0.049
03/12/2019 0.011
12/20/2018 0.9284
09/12/2018 0.0305
06/12/2018 0.056
03/13/2018 0.013
12/20/2017 0.722
09/14/2017 0.032
06/13/2017 0.048
03/14/2017 0.002
12/19/2016 0.744
09/15/2016 0.016
06/14/2016 0.045
03/15/2016 0.011
12/21/2015 0.426
09/15/2015 0.022
06/16/2015 0.047
03/17/2015 0.013
12/19/2014 0.628
09/18/2014 0.029
06/17/2014 0.029
03/18/2014 0.015
12/20/2013 0.449
09/26/2013 0.014
06/25/2013 0.02
03/19/2013 0.016
12/21/2012 0.323
09/11/2012 0.021
06/19/2012 0.035
12/21/2011 0.374
09/20/2011 0.02
06/21/2011 0.027
12/29/2010 0.2
09/24/2010 0.016
06/22/2010 0.022
12/22/2009 0.152

Dividend Growth History for NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.6045 7.10% 170.35% -
2022 $0.2236 2.08% -79.90% 170.35%
2021 $1.1127 10.97% 65.09% -26.29%
2020 $0.674 6.94% -35.25% -3.56%
2019 $1.041 12.18% 1.27% -12.71%
2018 $1.0279 9.72% 27.85% -10.07%
2017 $0.804 8.40% -1.47% -4.64%
2016 $0.816 8.81% 60.63% -4.20%
2015 $0.508 5.04% -27.53% 2.20%
2014 $0.701 6.87% 40.48% -1.63%
2013 $0.499 5.65% 31.66% 1.94%
2012 $0.379 4.76% -9.98% 4.34%
2011 $0.421 4.89% 76.89% 3.06%
2010 $0.238 3.06% 56.58% 7.43%
2009 $0.152 2.59% - 10.36%

Dividend Growth Chart for NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX)

NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) Historical Returns And Risk Info

From 08/31/2007 to 05/10/2024, the compound annualized total return (dividend reinvested) of NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is 5.814%. Its cumulative total return (dividend reinvested) is 156.467%.

From 08/31/2007 to 05/10/2024, the Maximum Drawdown of NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is 57.8%.

From 08/31/2007 to 05/10/2024, the Sharpe Ratio of NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is 0.26.

From 08/31/2007 to 05/10/2024, the Annualized Standard Deviation of NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is 19.4%.

From 08/31/2007 to 05/10/2024, the Beta of NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is 0.9.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
08/31/2007		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) 1.2 5.5 18.5 3.0 8.4 7.4 9.8 5.8 12.1 -18.4 16.2 13.6 25.1 -8.7 18.1 10.4 -1.7 4.5 25.2 15.5 -4.3 15.1 33.9 -42.3 0.5
Sharpe Ratio NA 1.25 1.39 0.04 0.35 0.39 NA 0.26 0.61 -0.94 0.92 0.45 2.23 -0.74 2.67 0.75 -0.13 0.43 2.29 1.22 -0.19 0.8 1.25 -1.08 -0.04
Draw Down(%) NA 5.1 10.5 31.6 33.5 33.5 NA 57.8 10.5 25.7 8.3 33.5 5.9 17.6 2.3 11.1 12.6 9.0 7.1 10.8 21.3 14.0 27.2 50.1 9.3
Standard Deviation(%) NA 9.9 10.5 17.0 19.4 16.1 NA 19.4 13.0 21.1 17.5 29.9 10.6 13.6 6.6 13.6 13.4 10.5 11.0 12.8 22.6 18.8 27.1 39.9 20.6
Treynor Ratio NA 0.12 0.15 0.01 0.07 0.06 NA 0.06 0.08 -0.19 0.16 0.13 0.39 -0.11 0.16 0.1 -0.02 0.04 0.23 0.15 -0.04 0.17 0.4 -0.61 -0.01
Alpha NA -0.01 0.0 0.0 0.0 0.0 NA 0.0 -0.02 0.0 0.0 -0.01 0.03 -0.01 -0.02 0.0 0.0 -0.01 0.0 0.0 -0.01 0.01 0.04 -0.09 -0.01
Beta NA 1.03 0.96 1.04 0.97 0.98 NA 0.9 0.99 1.05 1.04 1.01 0.61 0.88 1.08 1.05 1.01 1.05 1.08 1.05 1.03 0.9 0.83 0.71 1.06
RSquare NA 0.98 0.83 0.76 0.83 0.86 NA 0.71 0.68 0.95 0.45 0.96 0.64 0.9 0.91 0.98 0.98 0.97 0.98 0.99 0.98 0.65 0.59 0.42 0.76
Yield(%) N/A 0.0 6.7 5.8 7.6 7.1 9.8 N/A 7.1 2.1 10.9 7.0 12.2 9.7 8.4 8.7 5.1 7.0 5.7 4.8 4.9 3.1 2.6 0.0 0.0
Dividend Growth(%) N/A -100.0 170.3 -28.9 -5.4 N/A N/A N/A 160.9 -79.3 63.2 -34.6 1.0 28.7 -1.2 58.8 -28.2 42.0 31.6 -9.5 75.0 60.0 N/A N/A N/A

Return Calculator for NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX)

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NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) Historical Return Chart

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NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) 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 05/10/2024, the worst annualized return of 3-year rolling returns for NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is -4.9%.
From 08/31/2007 to 05/10/2024, the worst annualized return of 5-year rolling returns for NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is 0.32%.
From 08/31/2007 to 05/10/2024, the worst annualized return of 10-year rolling returns for NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is 4.64%.
From 08/31/2007 to 05/10/2024, the worst annualized return of 20-year rolling returns for NATIONWIDE DESTINATION 2045 FUND INSTITUTIONAL SERVICE CLASS (NWNSX) is NA.

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