Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFS (NATIONWIDE FINANCIAL SERVICES INC) | NA | 18.08% | 8.03% | 11.71% | 1.88% | NA | NA | … | … |
Data as of 12/31/2008, Common starting date is 03/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFS (NATIONWIDE FINANCIAL SERVICES INC) | 03/07/1997 | 12/31/2008 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 18.08 | 8.03 | 11.71 | 1.88 | NA | NA | … | … | 18.08 | -15.30 | 25.63 | 17.37 | 17.94 | 17.41 | -29.82 | -11.65 | 72.27 | -44.78 | 44.96 | 28.27 |
| Sharpe Ratio | NA | 0.45 | 0.20 | 0.40 | -0.01 | NA | NA | … | … | 0.42 | -0.68 | 1.94 | 1.00 | 0.82 | 0.55 | -0.73 | -0.40 | 1.31 | -1.17 | 0.90 | 0.87 |
| Standard Deviation(%) | NA | 38.11 | 27.52 | 24.02 | 33.66 | NA | NA | … | … | 40.92 | 27.11 | 11.58 | 15.20 | 20.63 | 30.64 | 42.14 | 35.74 | 52.09 | 40.99 | 46.24 | 36.58 |
| Draw Down(%) | NA | 21.23 | 40.40 | 40.40 | 61.54 | NA | NA | … | … | 21.23 | 34.19 | 5.93 | 11.49 | 14.88 | 31.50 | 50.87 | 29.71 | 31.01 | 48.99 | 47.90 | 15.76 |
| Yield(%) | 0.00 | 1.93 | 2.15 | 2.61 | 1.30 | 1.71 | 1.28 | … | … | 1.98 | 1.91 | 2.10 | 2.01 | 2.17 | 1.74 | 1.24 | 1.11 | 1.71 | 0.75 | 0.84 | 0.65 |
Data as of 12/31/2008, Common starting date is 03/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFS (NATIONWIDE FINANCIAL SERVICES INC) |
-10.04%
Dec 2000 – Dec 2003 |
-9.85%
Feb 1998 – Feb 2003 |
0.16%
Jul 1998 – Jul 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFS (NATIONWIDE FINANCIAL SERVICES INC) |
23.17%
Mar 2003 – Mar 2006 |
17.25%
Sep 2002 – Sep 2007 |
10.83%
Jun 1997 – Jun 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart