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NWNAX: NATIONWIDE DESTINATION 2045 FUND CLASS A (MUTUAL FUND)
Basic Info 10.8 0(0.0%) June 09
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 9.86% |
| Expenses | 0.89% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 8.0 | 20.6 | 16.2 | 5.9 | 9.1 | 8.4 | 6.4 | 18.1 | 12.3 | 18.8 | -20.4 | 8.8 | 13.3 | 24.7 | -8.9 | 17.9 | 10.1 | -1.9 | 4.2 | 25.0 | 15.2 | -4.5 | 15.4 | 33.7 | -42.2 | 0.9 |
| Sharpe Ratio | NA | 1.8 | 1.95 | 1.16 | 0.27 | 0.49 | NA | 0.29 | 1.13 | 0.83 | 1.32 | -1.06 | 0.67 | 0.43 | 2.18 | -0.77 | 2.68 | 0.73 | -0.14 | 0.4 | 2.28 | 1.19 | -0.2 | 0.82 | 1.24 | -1.08 | 0.02 |
| Draw Down(%) | NA | 8.3 | 8.3 | 13.8 | 31.0 | 33.5 | NA | 57.9 | 13.8 | 6.9 | 10.6 | 25.8 | 7.9 | 33.5 | 5.9 | 17.8 | 2.3 | 11.1 | 12.7 | 9.2 | 7.2 | 10.8 | 21.4 | 13.8 | 27.3 | 50.1 | 9.3 |
| Standard Deviation(%) | NA | 13.0 | 10.8 | 12.0 | 14.4 | 15.6 | NA | 18.5 | 13.6 | 10.5 | 11.6 | 20.8 | 13.0 | 30.1 | 10.6 | 13.5 | 6.5 | 13.6 | 13.4 | 10.5 | 10.9 | 12.8 | 22.6 | 18.7 | 27.1 | 39.9 | 20.5 |
| Treynor Ratio | NA | 0.23 | 0.21 | 0.14 | 0.04 | 0.08 | NA | 0.06 | 0.15 | 0.08 | 0.14 | -0.21 | 0.09 | 0.13 | 0.38 | -0.12 | 0.16 | 0.09 | -0.02 | 0.04 | 0.23 | 0.15 | -0.04 | 0.17 | 0.4 | -0.61 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.03 | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.04 | -0.09 | -0.01 |
| Beta | NA | 1.03 | 1.02 | 1.02 | 1.04 | 0.98 | NA | 0.91 | 1.0 | 1.03 | 1.07 | 1.05 | 0.98 | 1.03 | 0.6 | 0.87 | 1.06 | 1.05 | 1.02 | 1.06 | 1.07 | 1.05 | 1.03 | 0.89 | 0.83 | 0.71 | 1.05 |
| RSquared | NA | 0.98 | 0.98 | 0.98 | 0.95 | 0.93 | NA | 0.74 | 0.98 | 0.98 | 0.98 | 0.99 | 0.71 | 0.99 | 0.63 | 0.89 | 0.92 | 0.98 | 0.99 | 0.97 | 0.98 | 0.99 | 0.98 | 0.65 | 0.59 | 0.42 | 0.76 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 15.0 | 6.9 | 0.4 | 4.0 | 6.8 | 11.9 | 9.5 | 8.2 | 8.6 | 4.8 | 6.6 | 5.4 | 4.5 | 4.6 | 3.3 | 2.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -32.3 | 141.1 | 1372.5 | -90.2 | -38.2 | -34.9 | 1.6 | 27.5 | -1.1 | 62.7 | -27.4 | 41.5 | 32.3 | -10.3 | 56.2 | 75.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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