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NWRAX: NATIONWIDE RETIREMENT INCOME FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 09/15/2016 |
| 12-Mo. Yield | 5.12% |
| Expenses | 0.93% |
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Performance Analytics (As of 08/24/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/05/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.2 | 2.0 | 5.0 | -0.5 | 3.6 | 2.1 | 6.1 | -0.8 | 7.1 | 11.9 | -15.3 | 1.6 |
| Sharpe Ratio | NA | 0.75 | 0.66 | 0.75 | 0.29 | 1.37 | -0.13 | 1.13 | 0.5 | 1.7 | -0.12 | 1.23 | 1.39 | -1.57 | 0.61 |
| Draw Down(%) | NA | 4.3 | 6.1 | 6.1 | 23.9 | 2.8 | 4.8 | 2.7 | 6.0 | 3.4 | 7.7 | 4.1 | 9.9 | 21.4 | 1.7 |
| Standard Deviation(%) | NA | 4.4 | 4.0 | 4.1 | 6.1 | 4.4 | 4.3 | 3.2 | 4.2 | 3.6 | 7.2 | 5.7 | 8.5 | 10.3 | 4.3 |
| Treynor Ratio | NA | 0.03 | 0.03 | 0.03 | 0.02 | 0.06 | -0.01 | 0.04 | 0.02 | 0.07 | -0.01 | 0.08 | 0.14 | -0.26 | 0.05 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.0 | -0.04 | -0.01 |
| Beta | NA | 0.97 | 0.97 | 0.96 | 0.81 | 0.97 | 0.97 | 0.95 | 1.02 | 0.88 | 1.1 | 0.86 | 0.82 | 0.63 | 0.55 |
| RSquared | NA | 0.93 | 0.92 | 0.88 | 0.65 | 0.93 | 0.93 | 0.88 | 0.86 | 0.8 | 0.85 | 0.64 | 0.65 | 0.48 | 0.45 |
| Yield(%) | N/A | 5.1 | 4.1 | 3.7 | N/A | 1.1 | 5.1 | 5.0 | 1.3 | 1.6 | 5.5 | 4.9 | 0.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -7.4 | 12.1 | N/A | N/A | -79.2 | 1.9 | 285.6 | -15.0 | -72.7 | 13.2 | 610.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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