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NWHIX: NATIONWIDE DESTINATION 2025 FUND CLASS R6 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 08/31/2007 |
| Last Dividend Date: | 02/11/2025 |
| 12-Mo. Yield | 12.16% |
| Expenses | 0.92% |
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Performance Analytics (As of 06/05/2025)
Not up-to-date? Try| Last 1 Week* | 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(%) | 0.0 | 5.9 | 4.7 | 3.4 | 4.5 | 6.3 | 4.3 | 2.8 | 6.9 | 12.4 | -17.5 | 2.4 | 11.8 | 19.0 | -6.0 | 14.4 | 8.7 | -1.4 | 4.5 | 17.7 | 13.9 | -2.3 | 13.7 | 27.3 | -33.8 | 1.2 |
| Sharpe Ratio | NA | 0.55 | 0.18 | 0.16 | 0.32 | NA | 0.26 | 1.12 | 0.57 | 1.23 | -1.53 | 0.26 | 0.67 | 2.68 | -0.79 | 3.05 | 0.83 | -0.15 | 0.57 | 2.06 | 1.46 | -0.14 | 0.94 | 1.29 | -1.18 | 0.08 |
| Draw Down(%) | NA | 3.6 | 11.1 | 25.4 | 25.4 | NA | 47.8 | 1.3 | 3.2 | 6.8 | 20.0 | 7.3 | 21.7 | 3.5 | 12.6 | 1.5 | 8.0 | 10.0 | 6.8 | 6.8 | 7.3 | 16.2 | 10.6 | 21.9 | 41.7 | 6.3 |
| Standard Deviation(%) | NA | 4.8 | 8.0 | 8.7 | 9.7 | NA | 13.2 | 3.2 | 5.8 | 7.1 | 12.4 | 9.1 | 17.1 | 6.5 | 9.4 | 4.5 | 10.2 | 10.1 | 7.8 | 8.6 | 9.5 | 17.1 | 14.5 | 21.2 | 29.4 | 14.6 |
| Treynor Ratio | NA | 0.08 | 0.02 | 0.02 | 0.08 | NA | 0.06 | 0.37 | 0.04 | 0.1 | -0.21 | 0.03 | 0.13 | 3.4 | -0.3 | 0.13 | 0.08 | -0.01 | 0.04 | 0.17 | 0.14 | -0.02 | 0.16 | 0.35 | -0.54 | 0.01 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | 0.06 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.03 | -0.07 | -0.01 |
| Beta | NA | 0.34 | 0.74 | 0.79 | 0.37 | NA | 0.56 | 0.1 | 0.81 | 0.9 | 0.89 | 0.84 | 0.88 | 0.05 | 0.25 | 1.06 | 1.1 | 1.04 | 1.05 | 1.07 | 1.01 | 0.98 | 0.85 | 0.77 | 0.64 | 0.86 |
| RSquared | NA | 0.39 | 0.77 | 0.76 | 0.39 | NA | 0.49 | 0.11 | 0.92 | 0.93 | 0.94 | 0.47 | 0.98 | 0.08 | 0.3 | 0.9 | 0.98 | 0.98 | 0.97 | 0.98 | 0.97 | 0.98 | 0.66 | 0.59 | 0.46 | 0.75 |
| Yield(%) | N/A | 12.2 | 7.0 | 5.8 | 6.2 | 7.5 | N/A | 1.2 | 11.6 | 7.7 | 1.7 | 3.6 | 5.3 | 9.3 | 8.5 | 9.3 | 7.9 | 5.3 | 6.4 | 5.3 | 5.9 | 7.3 | 2.8 | 2.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 68.8 | 11.9 | -29.6 | N/A | N/A | N/A | -89.9 | 56.2 | 276.5 | -54.5 | -28.2 | -36.7 | -7.4 | -3.7 | 20.4 | 36.7 | -18.0 | 33.4 | -3.4 | -26.3 | 185.4 | 55.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2007
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