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NWRIX: NATIONWIDE RETIREMENT INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/30/2007 |
| Last Dividend Date: | 09/15/2016 |
| 12-Mo. Yield | 5.47% |
| Expenses | 0.13% |
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Performance Analytics (As of 10/24/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/30/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 3.6 | 3.0 | 3.5 | 2.4 | 5.1 | -0.3 | 4.1 | 2.6 | 6.7 | -0.5 | 7.6 | 12.0 | -15.2 | 2.1 |
| Sharpe Ratio | NA | 0.79 | 0.74 | 0.85 | 0.35 | 1.39 | -0.06 | 1.3 | 0.6 | 1.89 | -0.07 | 1.33 | 1.4 | -1.52 | 0.83 |
| Draw Down(%) | NA | 4.3 | 5.9 | 5.9 | 23.9 | 2.8 | 4.7 | 2.7 | 5.9 | 3.1 | 7.7 | 4.0 | 9.9 | 21.3 | 1.9 |
| Standard Deviation(%) | NA | 4.4 | 4.0 | 4.1 | 6.2 | 4.4 | 4.4 | 3.2 | 4.3 | 3.6 | 7.1 | 5.7 | 8.5 | 10.6 | 4.8 |
| Treynor Ratio | NA | 0.04 | 0.03 | 0.04 | 0.03 | 0.06 | 0.0 | 0.04 | 0.03 | 0.08 | 0.0 | 0.09 | 0.15 | -0.25 | 0.07 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.04 | -0.01 |
| Beta | NA | 0.97 | 0.97 | 0.95 | 0.81 | 0.96 | 0.98 | 0.93 | 1.02 | 0.87 | 1.09 | 0.85 | 0.81 | 0.64 | 0.61 |
| RSquared | NA | 0.91 | 0.91 | 0.87 | 0.63 | 0.91 | 0.93 | 0.87 | 0.86 | 0.78 | 0.84 | 0.63 | 0.64 | 0.47 | 0.43 |
| Yield(%) | N/A | 5.5 | 4.5 | 4.1 | N/A | 1.4 | 5.4 | 5.5 | 1.8 | 2.1 | 6.0 | 5.4 | 0.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -5.7 | 8.2 | N/A | N/A | -74.8 | -2.7 | 212.6 | -13.5 | -66.6 | 11.8 | 564.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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