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NADCX: NATIONWIDE INVESTOR DESTINATIONS MODERATELY CONSERVATIVE FUND CLASS A (MUTUAL FUND)
Basic Info 10.28 0.15(1.44%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 06/26/2000 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 4.98% |
| Expenses | 0.51% |
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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 | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 4.1 | 12.5 | 9.5 | 3.7 | 5.5 | 5.2 | 4.2 | 4.1 | 11.0 | 6.7 | 11.8 | -15.2 | 7.2 | 9.8 | 15.1 | -4.3 | 9.5 | 6.3 | -0.7 | 4.1 | 9.5 | 8.2 | 2.2 | 8.0 | 13.0 | -19.7 | -2.9 | 11.1 | 4.5 | 7.4 | 12.1 | -4.2 | -1.2 | 0.2 |
| Sharpe Ratio | NA | 1.43 | 1.88 | 1.03 | 0.2 | 0.52 | NA | NA | 0.36 | 1.15 | 0.49 | 1.21 | -1.5 | 1.22 | 0.68 | 2.71 | -0.9 | 3.18 | 1.1 | -0.14 | 0.68 | 1.96 | 1.59 | 0.23 | 1.09 | 1.2 | -1.37 | -0.81 | 1.33 | 0.53 | 1.3 | 1.93 | -0.65 | -0.5 | -0.59 |
| Draw Down(%) | NA | 5.2 | 5.2 | 7.0 | 19.3 | 19.3 | NA | NA | 31.3 | 6.5 | 3.5 | 6.6 | 18.5 | 2.8 | 19.1 | 2.6 | 8.7 | 1.0 | 4.0 | 5.5 | 3.7 | 4.1 | 3.9 | 7.8 | 5.6 | 11.1 | 24.0 | 4.9 | 4.2 | 2.6 | 3.8 | 5.0 | 11.1 | 10.4 | 5.0 |
| Standard Deviation(%) | NA | 8.1 | 6.4 | 6.9 | 7.8 | 7.8 | NA | NA | 7.7 | 7.1 | 6.3 | 6.8 | 11.2 | 5.9 | 14.0 | 5.0 | 6.3 | 2.8 | 5.5 | 5.4 | 6.0 | 4.8 | 5.1 | 9.5 | 7.3 | 10.7 | 15.0 | 7.6 | 5.8 | 4.3 | 4.9 | 5.9 | 8.2 | 7.5 | 6.8 |
| Treynor Ratio | NA | 0.09 | 0.11 | 0.08 | 0.02 | 0.04 | NA | NA | 0.03 | 0.08 | 0.03 | 0.12 | -0.16 | 0.08 | 0.1 | 0.13 | -0.05 | 0.12 | 0.06 | -0.01 | 0.04 | 0.1 | 0.07 | 0.01 | 0.07 | 0.12 | -0.2 | -0.07 | 0.09 | 0.03 | 0.17 | 0.23 | -0.06 | -0.05 | -0.25 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 | -0.02 | -0.01 | -0.04 | -0.03 | 0.0 | 0.01 | 0.02 | 0.03 | -0.03 | -0.03 | -0.03 |
| Beta | NA | 1.23 | 1.06 | 0.88 | 0.94 | 0.97 | NA | NA | 0.94 | 0.97 | 0.95 | 0.71 | 1.04 | 0.93 | 0.98 | 1.06 | 1.11 | 0.76 | 1.04 | 0.9 | 0.97 | 0.92 | 1.2 | 1.48 | 1.17 | 1.05 | 1.02 | 0.93 | 0.84 | 0.68 | 0.37 | 0.49 | 0.96 | 0.77 | 0.16 |
| RSquared | NA | 0.73 | 0.7 | 0.71 | 0.75 | 0.76 | NA | NA | 0.67 | 0.82 | 0.76 | 0.65 | 0.83 | 0.53 | 0.84 | 0.57 | 0.78 | 0.52 | 0.72 | 0.79 | 0.34 | 0.81 | 0.69 | 0.81 | 0.8 | 0.8 | 0.84 | 0.49 | 0.39 | 0.62 | 0.14 | 0.22 | 0.73 | 0.44 | 0.04 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 9.3 | 5.2 | 1.4 | 3.0 | 4.4 | 6.0 | 7.2 | 6.2 | 5.6 | 4.8 | 4.1 | 9.0 | 3.6 | 3.0 | 2.1 | 1.0 | 0.0 | 0.5 | 4.4 | 4.3 | 2.4 | 1.1 | 2.6 | 2.6 | 2.3 |
| Dividend Growth(%) | N/A | -96.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -47.1 | 91.4 | 200.0 | -49.2 | -29.4 | -20.9 | -25.7 | 20.8 | 11.4 | 10.3 | 17.0 | -55.1 | 165.4 | 19.1 | 50.5 | 138.6 | N/A | -100.0 | -88.7 | 3.9 | 89.9 | 125.7 | -59.1 | -3.5 | 11.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2000
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