Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHBX (NATIONWIDE DESTINATION 2025 FUND CLASS R) | NA | 5.35% | 4.06% | 2.61% | 3.71% | 5.82% | NA | … | … |
Data as of 06/05/2025, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHBX (NATIONWIDE DESTINATION 2025 FUND CLASS R) | 09/05/2007 | 06/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.35 | 4.06 | 2.61 | 3.71 | 5.82 | NA | … | … | 2.68 | 6.15 | 11.42 | -18.02 | 1.49 | 10.98 | 18.15 | -6.82 | 13.58 | 7.99 | -2.22 | 3.78 | 16.70 | 13.01 | -3.00 | 12.87 | 26.84 | -33.79 | 1.19 |
| Sharpe Ratio | NA | 0.43 | 0.10 | 0.07 | 0.24 | NA | NA | … | … | 1.08 | 0.43 | 1.11 | -1.57 | 0.16 | 0.62 | 2.51 | -0.87 | 2.88 | 0.77 | -0.22 | 0.48 | 1.93 | 1.38 | -0.18 | 0.88 | 1.27 | -1.18 | 0.09 |
| Standard Deviation(%) | NA | 4.77 | 7.95 | 8.75 | 9.77 | NA | NA | … | … | 3.09 | 5.81 | 7.07 | 12.43 | 9.28 | 17.23 | 6.63 | 9.47 | 4.51 | 10.12 | 10.07 | 7.78 | 8.62 | 9.45 | 17.06 | 14.50 | 21.08 | 29.35 | 14.58 |
| Draw Down(%) | NA | 3.72 | 11.22 | 25.99 | 25.99 | NA | NA | … | … | 1.29 | 3.23 | 6.94 | 20.43 | 7.46 | 21.74 | 3.55 | 13.15 | 1.49 | 8.09 | 10.29 | 6.92 | 6.90 | 7.48 | 16.44 | 10.67 | 21.97 | 41.72 | 6.38 |
| Yield(%) | 0.00 | 11.77 | 6.42 | 5.18 | 5.62 | 6.66 | 4.03 | … | … | 1.25 | 11.04 | 7.14 | 0.95 | 2.90 | 4.61 | 8.52 | 7.84 | 8.59 | 7.18 | 4.60 | 5.72 | 4.52 | 5.18 | 6.65 | 2.19 | 2.05 | 0.00 | 0.00 |
Data as of 06/05/2025, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHBX (NATIONWIDE DESTINATION 2025 FUND CLASS R) |
-4.66%
Oct 2007 – Oct 2010 |
-0.70%
Oct 2007 – Oct 2012 |
2.72%
Oct 2013 – Oct 2023 |
2.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHBX (NATIONWIDE DESTINATION 2025 FUND CLASS R) |
18.81%
Feb 2009 – Feb 2012 |
16.04%
Feb 2009 – Feb 2014 |
9.94%
Feb 2009 – Feb 2019 |
7.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart