It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NSDMX: NATIONWIDE INVESTOR DESTINATIONS MODERATE FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 9.83 0.18(1.80%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 06/26/2000 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 7.40% |
| Expenses | 0.84% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| 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(%) | -1.7 | 5.6 | 16.1 | 12.2 | 4.7 | 7.1 | 6.6 | 4.8 | 4.4 | 13.3 | 9.5 | 14.7 | -17.9 | 9.0 | 10.9 | 19.8 | -6.6 | 13.6 | 7.8 | -1.6 | 4.2 | 15.5 | 11.0 | -0.1 | 10.3 | 18.1 | -31.8 | -2.4 | 13.2 | 5.4 | 10.0 | 18.0 | -9.6 | -4.7 | -2.6 |
| Sharpe Ratio | NA | 1.65 | 1.96 | 1.12 | 0.25 | 0.47 | NA | NA | 0.26 | 1.06 | 0.73 | 1.29 | -1.27 | 1.03 | 0.43 | 2.38 | -0.83 | 3.08 | 0.87 | -0.19 | 0.45 | 2.18 | 1.36 | -0.01 | 0.9 | 1.09 | -1.3 | -0.56 | 1.29 | 0.51 | 1.26 | 1.95 | -0.85 | -0.65 | -0.91 |
| Draw Down(%) | NA | 6.5 | 6.5 | 10.3 | 23.8 | 26.4 | NA | NA | 46.0 | 10.0 | 4.5 | 8.2 | 21.6 | 4.1 | 26.4 | 4.2 | 13.3 | 1.5 | 6.7 | 8.5 | 5.6 | 5.1 | 6.7 | 13.3 | 9.1 | 16.8 | 33.7 | 6.2 | 6.4 | 4.1 | 5.1 | 8.0 | 18.5 | 16.8 | 8.6 |
| Standard Deviation(%) | NA | 10.1 | 8.1 | 9.0 | 10.5 | 11.9 | NA | NA | 11.9 | 9.9 | 8.0 | 8.7 | 15.3 | 8.7 | 24.9 | 7.7 | 9.7 | 4.2 | 8.8 | 8.4 | 9.4 | 7.1 | 8.1 | 14.8 | 11.4 | 16.5 | 25.0 | 10.0 | 7.6 | 6.1 | 7.1 | 8.8 | 12.6 | 11.3 | 10.3 |
| Treynor Ratio | NA | 0.16 | 0.16 | 0.11 | 0.03 | 0.06 | NA | NA | 0.03 | 0.12 | 0.06 | 0.12 | -0.21 | 0.09 | 0.11 | 0.17 | -0.08 | 0.13 | 0.07 | -0.02 | 0.05 | 0.15 | 0.1 | 0.0 | 0.1 | 0.18 | -0.34 | -0.06 | 0.11 | 0.04 | 0.18 | 0.37 | -0.12 | -0.08 | -0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.05 | -0.03 | 0.01 | 0.0 | 0.02 | 0.03 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 1.05 | 0.97 | 0.9 | 0.92 | 0.96 | NA | NA | 0.94 | 0.84 | 0.93 | 0.94 | 0.93 | 0.95 | 1.01 | 1.05 | 0.97 | 0.97 | 1.07 | 0.93 | 0.93 | 1.02 | 1.07 | 1.08 | 1.05 | 0.97 | 0.97 | 0.98 | 0.91 | 0.89 | 0.5 | 0.47 | 0.87 | 0.88 | 0.77 |
| RSquared | NA | 0.92 | 0.9 | 0.94 | 0.94 | 0.83 | NA | NA | 0.82 | 0.95 | 0.95 | 0.95 | 0.96 | 0.83 | 0.7 | 0.93 | 0.96 | 0.85 | 0.91 | 0.93 | 0.43 | 0.96 | 0.94 | 0.98 | 0.95 | 0.95 | 0.84 | 0.8 | 0.63 | 0.89 | 0.25 | 0.24 | 0.91 | 0.94 | 0.89 |
| Yield(%) | N/A | 0.0 | 7.4 | 8.8 | 5.3 | 6.7 | 6.4 | 4.7 | N/A | 7.7 | 12.7 | 6.5 | 1.1 | 3.4 | 5.3 | 8.8 | 10.0 | 8.7 | 8.6 | 8.5 | 5.6 | 5.2 | 2.4 | 2.2 | 2.0 | 1.4 | 0.0 | 0.3 | 3.5 | 3.4 | 2.1 | 0.9 | 1.9 | 1.7 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | -42.1 | 149.9 | -27.6 | 115.5 | N/A | N/A | N/A | -41.2 | 111.0 | 381.0 | -66.1 | -33.2 | -32.2 | -27.7 | 22.2 | 1.6 | -10.3 | 50.5 | 15.6 | 138.0 | 4.7 | 22.7 | 65.4 | N/A | -100.0 | -91.6 | 6.8 | 74.1 | 168.1 | -56.9 | 1.8 | 17.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) 0.08% (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) 0.16% (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) 0.30% (100%)
Latest Articles Related to NSDMX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
