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NWDIX: NATIONWIDE DESTINATION 2010 FUND CLASS R6 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/31/2007 |
| Last Dividend Date: | 01/21/2020 |
| 12-Mo. Yield | 5.25% |
| Expenses | 0.38% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/31/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.3 | 5.0 | 5.5 | 5.8 | 3.5 | 1.2 | 14.9 | -3.9 | 9.8 | 6.4 | -0.4 | 4.5 | 8.5 | 9.6 | -0.8 | 10.4 | 17.7 | -27.7 | 1.1 |
| Sharpe Ratio | NA | 2.69 | 1.19 | 0.84 | 0.88 | 0.31 | 6.58 | 3.06 | -0.87 | 3.43 | 1.0 | -0.06 | 0.95 | 1.48 | 1.72 | -0.07 | 1.12 | 1.18 | -1.32 | 0.09 |
| Draw Down(%) | NA | 2.0 | 8.3 | 8.4 | 10.8 | 40.0 | 0.1 | 2.0 | 8.3 | 1.0 | 4.5 | 6.3 | 3.9 | 6.0 | 4.2 | 10.8 | 6.9 | 17.4 | 35.0 | 4.3 |
| Standard Deviation(%) | NA | 3.9 | 4.6 | 5.2 | 6.5 | 9.7 | 1.7 | 4.4 | 6.0 | 2.7 | 6.2 | 6.3 | 4.7 | 5.7 | 5.6 | 11.1 | 9.2 | 15.0 | 21.6 | 10.5 |
| Treynor Ratio | NA | 0.11 | 0.06 | 0.04 | 0.05 | 0.02 | 0.28 | 0.13 | -0.05 | 0.14 | 0.05 | 0.0 | 0.04 | 0.08 | 0.08 | -0.01 | 0.08 | 0.14 | -0.22 | 0.01 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | -0.02 | 0.01 | 0.01 | -0.04 | 0.0 |
| Beta | NA | 0.95 | 0.96 | 1.05 | 1.22 | 1.26 | 0.41 | 1.07 | 1.01 | 0.66 | 1.28 | 1.06 | 1.24 | 1.1 | 1.25 | 1.65 | 1.24 | 1.27 | 1.3 | 1.23 |
| RSquared | NA | 0.65 | 0.66 | 0.7 | 0.69 | 0.56 | 0.35 | 0.71 | 0.69 | 0.46 | 0.84 | 0.68 | 0.78 | 0.69 | 0.75 | 0.81 | 0.54 | 0.5 | 0.47 | 0.44 |
| Yield(%) | N/A | 5.2 | 5.6 | 5.5 | 6.1 | N/A | 0.3 | 5.2 | 6.7 | 5.0 | 5.1 | 6.9 | 7.8 | 4.7 | 4.4 | 9.1 | 5.5 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -27.7 | -18.1 | -13.5 | N/A | N/A | -94.6 | -31.4 | 42.8 | -1.2 | -31.7 | -14.1 | 70.6 | 13.2 | -56.6 | 73.3 | 468.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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