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NWEIX: NATIONWIDE DESTINATION 2015 FUND CLASS R6 (MUTUAL FUND)
Basic Info 7.8 0.11(1.39%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 08/31/2007 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 4.00% |
| Expenses | 0.92% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/31/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.3 | 11.9 | 9.6 | 2.3 | 5.1 | 4.9 | 4.0 | 12.9 | 6.6 | 11.4 | -16.2 | 0.1 | 10.9 | 15.3 | -4.6 | 11.5 | 7.0 | -0.6 | 4.5 | 10.9 | 11.0 | -1.0 | 11.2 | 20.6 | -28.5 | 1.3 |
| Sharpe Ratio | NA | 1.26 | 1.89 | 1.12 | 0.02 | 0.48 | NA | 0.31 | 1.52 | 0.54 | 1.17 | -1.68 | 0.01 | 0.95 | 2.93 | -0.86 | 3.28 | 0.92 | -0.09 | 0.79 | 1.67 | 1.68 | -0.08 | 1.05 | 1.25 | -1.28 | 0.13 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.4 | 23.7 | 23.7 | NA | 41.2 | 5.8 | 3.1 | 6.4 | 18.1 | 7.1 | 15.0 | 2.4 | 9.4 | 1.2 | 5.6 | 7.4 | 4.7 | 6.3 | 4.9 | 12.4 | 7.9 | 18.3 | 36.1 | 4.6 |
| Standard Deviation(%) | NA | 7.6 | 6.0 | 6.5 | 7.8 | 7.4 | NA | 10.0 | 6.6 | 5.6 | 6.6 | 10.6 | 8.1 | 11.1 | 4.7 | 7.0 | 3.3 | 7.4 | 7.4 | 5.7 | 6.5 | 6.6 | 12.7 | 10.7 | 16.4 | 22.9 | 11.1 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | NA | 0.04 | 0.0 | 0.0 | 0.0 | -0.16 | 0.0 | 0.11 | 0.12 | -0.05 | 0.1 | 0.06 | -0.01 | 0.04 | 0.1 | 0.12 | -0.01 | 0.14 | 0.28 | -0.46 | 0.02 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.01 | NA | 0.0 | NA | NA | NA | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.06 | -0.01 |
| Beta | NA | NA | NA | NA | 1.12 | 1.03 | NA | 0.81 | NA | NA | NA | 1.14 | 1.02 | 0.94 | 1.11 | 1.17 | 1.04 | 1.11 | 1.04 | 1.03 | 1.04 | 0.92 | 0.96 | 0.8 | 0.74 | 0.64 | 0.82 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.18 | 0.52 | NA | 0.59 | 0.0 | 0.0 | 0.0 | 0.4 | 0.34 | 0.96 | 0.9 | 0.97 | 0.82 | 0.96 | 0.97 | 0.96 | 0.96 | 0.95 | 0.96 | 0.65 | 0.58 | 0.47 | 0.73 |
| Yield(%) | N/A | 0.0 | 4.0 | 6.8 | 4.3 | 5.4 | 5.5 | N/A | 4.3 | 10.4 | 6.1 | 2.0 | 3.5 | 4.7 | 7.9 | 6.9 | 6.5 | 7.3 | 8.5 | 9.0 | 4.1 | 5.0 | 9.3 | 3.2 | 1.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -61.8 | 72.5 | -29.2 | N/A | N/A | N/A | -59.7 | 79.9 | 152.7 | -46.1 | -21.5 | -35.0 | 0.0 | 12.6 | -11.2 | -22.2 | -9.2 | 131.3 | -12.8 | -51.6 | 216.0 | 131.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2007
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