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GAIDX: NATIONWIDE INVESTOR DESTINATIONS AGGRESSIVE FUND CLASS R6 (MUTUAL FUND)
Basic Info 10.76 0.29(2.62%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 08/09/1996 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 10.85% |
| Expenses | 0.50% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/09/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 9.1 | 23.5 | 17.7 | 7.6 | 10.5 | 9.5 | 6.8 | 3.2 | 17.7 | 14.4 | 20.5 | -20.3 | 14.6 | 13.6 | 26.6 | -10.0 | 20.3 | 10.7 | -2.2 | 5.2 | 26.8 | 16.4 | -3.7 | 14.0 | 27.1 | -42.8 | -2.5 | 19.2 | 8.7 | -43.3 | 31.1 | -15.7 | -24.7 | -22.6 | 7.1 | 6.7 | 28.9 | 10.9 |
| Sharpe Ratio | NA | 2.0 | 2.09 | 1.2 | 0.37 | 0.54 | NA | NA | 0.08 | 0.97 | 0.92 | 1.36 | -0.98 | 1.13 | 0.4 | 2.18 | -0.8 | 3.06 | 0.78 | -0.18 | 0.4 | 2.4 | 1.23 | -0.15 | 0.74 | 0.99 | -1.1 | -0.35 | 1.35 | 0.67 | -0.66 | 2.33 | -0.96 | -1.69 | -1.23 | 0.28 | 0.22 | 1.54 | 2.89 |
| Draw Down(%) | NA | 8.9 | 8.9 | 15.8 | 28.6 | 36.2 | NA | NA | 82.1 | 15.8 | 8.1 | 11.2 | 26.0 | 6.1 | 36.2 | 6.7 | 19.5 | 2.0 | 10.7 | 12.5 | 8.5 | 7.0 | 11.5 | 22.0 | 15.2 | 27.1 | 49.1 | 9.9 | 10.8 | 6.6 | 47.2 | 14.9 | 25.3 | 35.3 | 34.0 | 20.8 | 21.1 | 13.4 | 4.6 |
| Standard Deviation(%) | NA | 14.4 | 11.8 | 13.3 | 15.5 | 16.8 | NA | NA | 20.6 | 15.3 | 11.7 | 12.5 | 22.3 | 12.9 | 33.0 | 11.5 | 14.3 | 6.4 | 13.5 | 13.0 | 13.2 | 11.1 | 13.5 | 24.6 | 18.8 | 27.2 | 39.9 | 16.0 | 11.7 | 9.6 | 67.3 | 13.0 | 17.7 | 16.2 | 21.8 | 13.6 | 14.7 | 16.3 | 9.1 |
| Treynor Ratio | NA | 0.29 | 0.27 | 0.19 | 0.07 | 0.1 | NA | NA | 0.02 | 0.19 | 0.12 | 0.19 | -0.25 | 0.16 | 0.14 | 0.28 | -0.14 | 0.22 | 0.11 | -0.03 | 0.06 | 0.27 | 0.16 | -0.04 | 0.14 | 0.28 | -0.46 | -0.06 | 0.17 | 0.08 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.01 | -0.03 | -0.02 | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.05 | -0.03 | 0.02 | 0.01 | -0.15 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 0.92 | 0.85 | 0.86 | 0.89 | NA | NA | 0.86 | 0.79 | 0.87 | 0.9 | 0.88 | 0.9 | 0.92 | 0.89 | 0.81 | 0.88 | 0.98 | 0.81 | 0.85 | 0.98 | 1.02 | 1.03 | 1.0 | 0.97 | 0.94 | 0.94 | 0.94 | 0.84 | -2.06 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.88 | 0.86 | 0.9 | 0.92 | 0.93 | NA | NA | 0.54 | 0.94 | 0.9 | 0.9 | 0.94 | 0.87 | 0.96 | 0.94 | 0.95 | 0.83 | 0.92 | 0.93 | 0.54 | 0.95 | 0.95 | 0.98 | 0.94 | 0.95 | 0.94 | 0.86 | 0.66 | 0.8 | 0.35 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 10.8 | 12.2 | 7.1 | 9.1 | 8.9 | 6.2 | N/A | 11.3 | 18.0 | 7.0 | 1.0 | 4.5 | 6.3 | 14.1 | 11.3 | 15.6 | 10.9 | 7.8 | 6.8 | 3.9 | 3.6 | 2.0 | 1.8 | 4.2 | 0.0 | 0.0 | 3.5 | 4.4 | 0.0 | 0.9 | 0.0 | 0.0 | 14.7 | 0.0 | 1.7 | 5.9 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -39.7 | 197.6 | -29.3 | 195.6 | N/A | N/A | N/A | -38.8 | 190.3 | 430.6 | -74.4 | -25.0 | -49.7 | -2.6 | -23.8 | 46.0 | 23.9 | 13.2 | 107.1 | 21.7 | 71.4 | 25.0 | -46.6 | N/A | N/A | -100.0 | -14.4 | N/A | -100.0 | N/A | N/A | -100.0 | N/A | -100.0 | -63.4 | 2364.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/09/1996
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