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NWJWX: NATIONWIDE ZIEGLER WISCONSIN TAX EXEMPT FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Single State Interm |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/18/2013 |
| Last Dividend Date: | 06/29/2018 |
| 12-Mo. Yield | 2.32% |
| Expenses | 0.90% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/18/2013 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.2 | 1.7 | 1.7 | 0.4 | 0.8 | 0.4 | 5.6 | -0.3 |
| Sharpe Ratio | NA | -0.28 | 0.49 | 0.65 | 0.9 | -0.09 | 0.24 | 0.21 | 2.58 | -0.43 |
| Draw Down(%) | NA | 2.5 | 4.3 | 4.3 | 0.9 | 2.5 | 4.3 | 3.3 | 2.4 | 1.9 |
| Standard Deviation(%) | NA | 2.0 | 2.2 | 2.2 | 2.0 | 2.2 | 2.4 | 1.9 | 2.1 | 2.8 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.01 | 0.06 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 |
| Beta | NA | 0.69 | 0.82 | 0.83 | 0.66 | 0.83 | 0.85 | 0.78 | 0.87 | 1.11 |
| RSquared | NA | 0.45 | 0.63 | 0.59 | 0.32 | 0.6 | 0.79 | 0.59 | 0.52 | 0.53 |
| Yield(%) | N/A | 2.3 | 2.7 | N/A | 1.3 | 2.5 | 2.8 | 2.9 | 3.0 | 1.1 |
| Dividend Growth(%) | N/A | -11.6 | N/A | N/A | -50.2 | -14.1 | -3.1 | -2.0 | 178.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2013
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|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni Single State Interm Asset Class Trend Rankings |
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