It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NWNIX: NATIONWIDE DESTINATION 2045 FUND CLASS R6 (MUTUAL FUND)
Basic Info 10.93 0.29(2.58%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 08/31/2007 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 10.28% |
| Expenses | 0.89% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| 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(%) | -2.5 | 7.5 | 21.2 | 16.8 | 6.3 | 9.6 | 8.8 | 6.7 | 18.9 | 12.5 | 19.8 | -20.1 | 9.4 | 13.9 | 25.4 | -8.5 | 18.4 | 10.7 | -1.4 | 4.7 | 25.7 | 15.8 | -4.0 | 15.2 | 34.0 | -42.1 | 0.5 |
| Sharpe Ratio | NA | 1.15 | 1.65 | 1.12 | 0.26 | 0.51 | NA | 0.31 | 1.19 | 0.84 | 1.4 | -1.05 | 0.72 | 0.45 | 2.27 | -0.73 | 2.75 | 0.78 | -0.11 | 0.45 | 2.35 | 1.25 | -0.18 | 0.81 | 1.26 | -1.07 | -0.05 |
| Draw Down(%) | NA | 8.4 | 8.4 | 13.7 | 30.6 | 33.5 | NA | 57.8 | 13.7 | 6.9 | 10.4 | 25.5 | 7.8 | 33.5 | 5.8 | 17.5 | 2.3 | 11.1 | 12.6 | 9.0 | 7.2 | 10.7 | 21.3 | 13.9 | 27.1 | 50.0 | 9.3 |
| Standard Deviation(%) | NA | 13.8 | 11.2 | 12.1 | 14.4 | 15.6 | NA | 18.5 | 13.5 | 10.6 | 11.6 | 20.6 | 13.1 | 30.1 | 10.6 | 13.6 | 6.5 | 13.5 | 13.3 | 10.5 | 10.9 | 12.7 | 22.5 | 18.8 | 27.0 | 39.9 | 20.5 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.13 | 0.04 | 0.08 | NA | 0.06 | 0.16 | 0.09 | 0.15 | -0.21 | 0.1 | 0.13 | 0.4 | -0.11 | 0.17 | 0.1 | -0.01 | 0.04 | 0.24 | 0.15 | -0.04 | 0.17 | 0.41 | -0.6 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.03 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.04 | -0.08 | -0.01 |
| Beta | NA | 1.04 | 1.01 | 1.02 | 1.03 | 0.98 | NA | 0.91 | 0.99 | 1.04 | 1.07 | 1.05 | 0.98 | 1.03 | 0.6 | 0.88 | 1.07 | 1.05 | 1.01 | 1.06 | 1.07 | 1.05 | 1.03 | 0.9 | 0.83 | 0.71 | 1.05 |
| RSquared | NA | 0.98 | 0.96 | 0.98 | 0.95 | 0.93 | NA | 0.74 | 0.97 | 0.98 | 0.98 | 0.99 | 0.71 | 0.99 | 0.63 | 0.9 | 0.93 | 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 | 10.8 | 15.4 | 7.3 | 0.8 | 4.4 | 7.1 | 12.4 | 9.9 | 8.6 | 9.0 | 5.2 | 7.1 | 5.9 | 5.0 | 5.1 | 3.2 | 2.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -31.2 | 136.1 | 578.3 | -79.7 | -34.5 | -35.0 | 1.1 | 27.0 | -1.1 | 57.7 | -26.6 | 38.6 | 31.4 | -9.8 | 76.4 | 60.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2041-2045
Best Mutual Funds
- AOOIX (ONE CHOICE 2045 PORTFOLIO I CLASS) (100%)
- AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) (99%)
- VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) (97%)
- TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) (96%)
- ISRIX (VOYA SOLUTION 2045 PORTFOLIO CLASS I) (95%)
- PRVYX (Putnam Retirement Ready 2045 Fd Cl Y Shs) (94%)
- FFFGX (FIDELITY FREEDOM 2045 FUND FIDELITY FREEDOM 2045 FUND) (91%)
- FFFIX (FIDELITY ADVISOR FREEDOM 2045 FUND CLASS I) (90%)
- GMFZX (MYDESTINATION 2045 FUND INVESTOR) (88%)
- ISJIX (VOYA INDEX SOLUTION 2045 PORTFOLIO CLASS I) (87%)
Latest Articles Related to NWNIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
