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NDCSX: NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 10.28 0.09(0.87%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 06/26/2000 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 3.61% |
| Expenses | 0.80% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/2000 |
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(%) | -0.9 | 2.2 | 8.0 | 6.4 | 2.0 | 3.4 | 3.4 | 3.0 | 3.1 | 8.1 | 4.3 | 8.2 | -12.7 | 3.0 | 8.1 | 10.4 | -2.3 | 5.8 | 4.6 | -0.2 | 3.6 | 3.8 | 5.1 | 2.9 | 5.8 | 7.4 | -10.3 | -1.6 | 7.7 | 3.2 | 4.6 | 6.5 | 0.5 | 2.1 | 2.0 |
| Sharpe Ratio | NA | 0.46 | 1.2 | 0.61 | -0.1 | 0.32 | NA | NA | 0.37 | 1.13 | 0.14 | 0.81 | -1.88 | 0.83 | 0.68 | 3.44 | -1.12 | 2.91 | 1.52 | -0.09 | 1.27 | 1.3 | 2.14 | 0.65 | 1.6 | 1.33 | -1.49 | -1.01 | 1.2 | 0.37 | 1.05 | 1.73 | -0.16 | -0.09 | -0.11 |
| Draw Down(%) | NA | 3.9 | 3.9 | 5.4 | 17.0 | 17.0 | NA | NA | 17.2 | 3.7 | 2.7 | 5.4 | 16.0 | 2.0 | 11.0 | 1.0 | 4.4 | 0.9 | 1.6 | 3.2 | 1.7 | 3.0 | 1.6 | 2.9 | 2.2 | 5.6 | 13.7 | 2.9 | 2.4 | 1.4 | 2.6 | 2.0 | 4.4 | 3.9 | 2.8 |
| Standard Deviation(%) | NA | 5.7 | 4.4 | 5.2 | 5.6 | 5.7 | NA | NA | 4.7 | 4.7 | 4.9 | 5.6 | 7.5 | 3.5 | 11.5 | 2.6 | 3.3 | 1.8 | 2.9 | 2.9 | 2.8 | 2.9 | 2.4 | 4.4 | 3.6 | 5.5 | 7.5 | 4.7 | 3.6 | 2.5 | 3.4 | 3.4 | 3.9 | 3.8 | 3.9 |
| Treynor Ratio | NA | 0.03 | 0.07 | 0.05 | -0.01 | 0.03 | NA | NA | 0.03 | 0.09 | 0.01 | 0.08 | -0.2 | 0.05 | 0.14 | 0.14 | -0.06 | 0.1 | 0.08 | -0.01 | 0.07 | 0.07 | 0.09 | 0.04 | 0.09 | 0.13 | -0.22 | -0.1 | 0.09 | 0.02 | 0.16 | 0.29 | -0.01 | -0.01 | -0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.9 | 0.73 | 0.65 | 0.68 | 0.62 | NA | NA | 0.53 | 0.62 | 0.76 | 0.57 | 0.73 | 0.56 | 0.56 | 0.62 | 0.58 | 0.54 | 0.57 | 0.5 | 0.48 | 0.58 | 0.58 | 0.71 | 0.6 | 0.55 | 0.5 | 0.49 | 0.49 | 0.4 | 0.23 | 0.2 | 0.46 | 0.42 | 0.09 |
| RSquared | NA | 0.78 | 0.71 | 0.69 | 0.76 | 0.6 | NA | NA | 0.58 | 0.76 | 0.78 | 0.61 | 0.89 | 0.53 | 0.39 | 0.74 | 0.8 | 0.65 | 0.8 | 0.86 | 0.4 | 0.86 | 0.75 | 0.86 | 0.87 | 0.84 | 0.8 | 0.35 | 0.34 | 0.59 | 0.11 | 0.11 | 0.76 | 0.51 | 0.04 |
| Yield(%) | N/A | 0.3 | 3.6 | 4.1 | 2.9 | 3.3 | 3.3 | 2.9 | N/A | 3.6 | 5.2 | 3.4 | 1.6 | 2.2 | 3.0 | 3.2 | 4.9 | 3.0 | 2.9 | 2.8 | 2.4 | 6.6 | 3.7 | 2.6 | 2.3 | 0.9 | 0.0 | 0.6 | 3.7 | 3.9 | 2.8 | 1.2 | 3.1 | 3.7 | 2.6 |
| Dividend Growth(%) | N/A | -92.0 | -31.1 | 63.7 | -5.0 | 28.8 | N/A | N/A | N/A | -31.2 | 59.4 | 79.8 | -25.8 | -23.3 | 1.6 | -39.0 | 65.7 | 7.4 | -1.0 | 20.6 | -65.2 | 80.7 | 44.3 | 13.9 | 170.6 | N/A | -100.0 | -82.5 | -3.8 | 38.4 | 140.7 | -60.5 | -18.3 | 42.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2000
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