Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDCBX (Nationwide Inv Dest Cnsrv B) | NA | 3.22% | 3.12% | 5.35% | 2.32% | NA | NA | … | … |
Data as of 02/25/2014, Common starting date is 05/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDCBX (Nationwide Inv Dest Cnsrv B) | 05/23/2003 | 02/25/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.22 | 3.12 | 5.35 | 2.32 | NA | NA | … | … | 0.59 | 3.20 | 4.46 | 2.30 | 5.48 | 7.21 | -10.26 | -1.22 | 7.19 | 2.59 | 4.01 | 3.53 |
| Sharpe Ratio | NA | 1.11 | 0.94 | 1.43 | 0.30 | NA | NA | … | … | 1.60 | 1.12 | 1.86 | 0.53 | 1.52 | 1.31 | -1.50 | -0.98 | 1.12 | 0.17 | 0.96 | 1.54 |
| Standard Deviation(%) | NA | 2.86 | 3.26 | 3.70 | 4.22 | NA | NA | … | … | 2.54 | 2.82 | 2.39 | 4.31 | 3.56 | 5.42 | 7.41 | 4.33 | 3.49 | 2.50 | 3.20 | 3.40 |
| Draw Down(%) | NA | 2.99 | 3.09 | 3.09 | 16.86 | NA | NA | … | … | 0.79 | 2.99 | 1.71 | 3.09 | 2.28 | 5.69 | 13.60 | 2.47 | 2.24 | 1.56 | 2.58 | 1.61 |
| Yield(%) | 0.00 | 5.84 | 3.58 | 3.05 | 2.28 | 1.62 | 1.21 | … | … | 0.00 | 5.85 | 2.98 | 1.89 | 1.89 | 0.73 | 0.00 | 0.51 | 3.26 | 3.26 | 2.29 | 0.53 |
Data as of 02/25/2014, Common starting date is 05/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDCBX (Nationwide Inv Dest Cnsrv B) |
-3.33%
Feb 2006 – Feb 2009 |
-0.73%
Feb 2004 – Feb 2009 |
2.30%
Jun 2003 – Jun 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDCBX (Nationwide Inv Dest Cnsrv B) |
7.16%
Feb 2009 – Feb 2012 |
4.88%
Jan 2009 – Jan 2014 |
2.53%
Jul 2003 – Jul 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart