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MCAIX: Nationwide Short Duration Bond Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/04/2003 |
| Last Dividend Date: | 09/30/2014 |
| 12-Mo. Yield | 1.37% |
| Expenses | 0.55% |
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Performance Analytics (As of 10/27/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/04/2003 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.2 | 1.0 | 1.2 | 1.7 | 1.7 | 1.0 | 0.2 | 1.5 | 1.5 | 1.9 | 2.8 | -1.5 | 3.5 | 4.2 | 1.8 | 2.1 | 0.7 |
| Sharpe Ratio | NA | 1.23 | 1.08 | 1.01 | 0.47 | 0.52 | 1.29 | 0.14 | 1.83 | 1.14 | 1.19 | 1.8 | -0.93 | 0.3 | 0.57 | -0.27 | 1.51 | 0.68 |
| Draw Down(%) | NA | 0.3 | 1.0 | 1.3 | 4.6 | 4.6 | 0.3 | 1.0 | 0.3 | 0.6 | 1.3 | 0.8 | 4.6 | 0.6 | 0.5 | 0.7 | 0.4 | 0.0 |
| Standard Deviation(%) | NA | 0.9 | 0.9 | 1.1 | 1.5 | 1.4 | 1.0 | 0.9 | 0.8 | 1.3 | 1.5 | 1.5 | 2.6 | 1.7 | 1.6 | 1.4 | 0.7 | 0.5 |
| Treynor Ratio | NA | 0.02 | 0.02 | 0.02 | 0.01 | 0.02 | 0.03 | 0.0 | 0.04 | 0.02 | 0.03 | 0.08 | -0.06 | 0.01 | 0.01 | -0.01 | 0.05 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.47 | 0.47 | 0.53 | 0.48 | 0.44 | 0.48 | 0.48 | 0.4 | 0.63 | 0.63 | 0.33 | 0.42 | 0.49 | 0.75 | 0.73 | 0.21 | 0.07 |
| RSquared | NA | 0.4 | 0.44 | 0.52 | 0.49 | 0.45 | 0.4 | 0.48 | 0.36 | 0.58 | 0.69 | 0.37 | 0.43 | 0.51 | 0.7 | 0.69 | 0.33 | 0.09 |
| Yield(%) | N/A | 1.4 | 1.3 | 1.4 | 1.6 | N/A | 1.0 | 1.2 | 1.2 | 1.4 | 1.8 | 0.7 | 0.0 | 1.7 | 3.7 | 3.2 | 2.4 | 0.7 |
| Dividend Growth(%) | N/A | 25.5 | 7.9 | -17.4 | N/A | N/A | -11.1 | -7.1 | -11.3 | -20.2 | 150.7 | N/A | -100.0 | -55.4 | 16.5 | 33.9 | 223.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2003
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