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NWVIX: Nationwide International Value Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/2007 |
| Last Dividend Date: | 06/13/2014 |
| 12-Mo. Yield | 1.11% |
| Expenses | 1.00% |
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Performance Analytics (As of 12/19/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/28/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -8.2 | 9.2 | 1.7 | -5.1 | -11.0 | 18.4 | 18.0 | -17.6 | 3.4 | 32.2 | -50.2 | -0.8 |
| Sharpe Ratio | NA | -0.56 | 0.6 | 0.08 | -0.19 | -0.79 | 1.43 | 1.06 | -0.59 | 0.14 | 1.01 | -1.1 | NA |
| Draw Down(%) | NA | 18.0 | 18.0 | 30.5 | 65.1 | 18.0 | 9.4 | 16.8 | 30.5 | 22.3 | 31.0 | 60.4 | 0.8 |
| Standard Deviation(%) | NA | 14.8 | 15.2 | 20.7 | 27.6 | 14.4 | 12.9 | 17.0 | 29.6 | 23.4 | 31.8 | 46.3 | 0.0 |
| Treynor Ratio | NA | -0.08 | 0.09 | 0.02 | -0.05 | -0.11 | 0.19 | 0.18 | -0.16 | 0.03 | 0.3 | -0.47 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.03 | -0.03 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.04 | NA |
| Beta | NA | 1.07 | 1.0 | 1.06 | 1.07 | 1.05 | 0.96 | 0.99 | 1.08 | 1.07 | 1.08 | 1.09 | NA |
| RSquared | NA | 0.68 | 0.86 | 0.93 | 0.96 | 0.7 | 0.93 | 0.97 | 0.97 | 0.97 | 0.98 | 0.98 | 0.0 |
| Yield(%) | N/A | 1.1 | 4.2 | 2.6 | N/A | 1.1 | 4.3 | 2.5 | 2.3 | 3.0 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -80.4 | 104.3 | N/A | N/A | -72.0 | 96.2 | -12.5 | -22.1 | 80.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
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