Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDCAX (NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A) | 2.20% | 8.35% | 6.44% | 2.07% | 3.50% | 3.47% | 3.08% | … | … |
Data as of 06/08/2026, Common starting date is 03/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDCAX (NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A) | 03/31/2000 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 8.35 | 6.44 | 2.07 | 3.50 | 3.47 | 3.08 | … | … | 2.20 | 8.39 | 4.12 | 8.62 | -12.53 | 2.98 | 8.22 | 10.37 | -2.14 | 5.84 | 4.60 | -0.15 | 3.65 | 3.85 | 5.33 | 2.94 | 6.26 | 7.34 | -10.28 | -1.44 | 7.92 | 3.27 | 4.59 | 6.71 | 0.54 | 2.20 | 1.79 |
| Sharpe Ratio | NA | 1.22 | 0.63 | -0.08 | 0.39 | NA | NA | … | … | 0.44 | 1.21 | 0.10 | 0.91 | -1.86 | 0.85 | 1.11 | 3.45 | -1.09 | 2.88 | 1.52 | -0.06 | 1.25 | 1.37 | 2.21 | 0.66 | 1.71 | 1.34 | -1.49 | -0.98 | 1.21 | 0.38 | 1.03 | 1.76 | -0.16 | -0.07 | -0.41 |
| Standard Deviation(%) | NA | 4.39 | 5.11 | 5.52 | 4.85 | NA | NA | … | … | 5.60 | 4.57 | 4.98 | 5.52 | 7.53 | 3.48 | 7.19 | 2.58 | 3.26 | 1.81 | 2.89 | 2.97 | 2.91 | 2.79 | 2.41 | 4.38 | 3.60 | 5.42 | 7.54 | 4.70 | 3.74 | 2.64 | 3.51 | 3.41 | 3.88 | 3.78 | 4.64 |
| Draw Down(%) | NA | 3.89 | 5.28 | 16.86 | 16.86 | NA | NA | … | … | 3.89 | 3.71 | 2.75 | 5.28 | 15.81 | 2.03 | 11.01 | 0.99 | 4.37 | 0.88 | 1.62 | 3.18 | 1.74 | 2.92 | 1.53 | 2.90 | 2.19 | 5.60 | 13.61 | 3.02 | 2.34 | 1.45 | 2.60 | 1.98 | 4.36 | 3.90 | 2.85 |
| Yield(%) | 0.00 | 3.73 | 4.25 | 3.05 | 3.34 | 3.41 | 3.00 | … | … | 0.30 | 3.76 | 5.38 | 3.58 | 1.75 | 2.33 | 3.12 | 3.31 | 4.96 | 3.10 | 2.96 | 2.90 | 2.45 | 6.68 | 3.82 | 2.72 | 2.74 | 0.96 | 0.00 | 0.67 | 3.77 | 4.03 | 2.96 | 1.30 | 3.18 | 3.65 | 2.56 |
Data as of 06/08/2026, Common starting date is 03/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDCAX (NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A) |
-3.19%
Feb 2006 – Feb 2009 |
-0.38%
Feb 2004 – Feb 2009 |
1.93%
Oct 2013 – Oct 2023 |
1.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDCAX (NATIONWIDE INVESTOR DESTINATIONS CONSERVATIVE FUND CLASS A) |
7.73%
Feb 2009 – Feb 2012 |
6.21%
Feb 2009 – Feb 2014 |
4.46%
Feb 2009 – Feb 2019 |
3.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart