Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Nationwide Life Insurance Co NEA VALUEBUILDER Q B SHARES Strategic Asset Allocation – Optimal Moderate | NA | 6.86% | 5.11% | 7.57% | 3.05% | 5.34% | NA | … | … |
Data as of 09/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide Life Insurance Co NEA VALUEBUILDER Q B SHARES Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 6.86 | 5.11 | 7.57 | 3.05 | 5.34 | NA | … | … | 11.64 | 4.64 | 0.48 | 8.91 | 15.59 | 10.05 | 3.24 | 9.99 | 15.26 | -26.39 | -3.87 | 8.77 | 5.24 | 6.96 | 16.21 | -6.59 | -4.72 |
| Sharpe Ratio | NA | 2.70 | 0.67 | 1.14 | 0.37 | NA | NA | … | … | 2.74 | 0.55 | 0.05 | 1.34 | 2.27 | 1.42 | 0.25 | 0.96 | 0.91 | -1.20 | -0.53 | 0.48 | 0.47 | 0.84 | 1.52 | -0.55 | -0.61 |
| Standard Deviation(%) | NA | 4.02 | 7.40 | 7.15 | 11.76 | NA | NA | … | … | 4.02 | 8.10 | 9.09 | 6.66 | 6.84 | 7.04 | 13.07 | 10.27 | 16.68 | 22.77 | 13.02 | 11.46 | 6.49 | 7.20 | 10.21 | 14.01 | 11.49 |
| Draw Down(%) | NA | 1.54 | 8.98 | 8.98 | 38.16 | NA | NA | … | … | 1.54 | 6.12 | 7.40 | 4.94 | 4.85 | 5.73 | 10.91 | 9.07 | 17.46 | 34.64 | 11.42 | 6.60 | 4.36 | 6.98 | 7.15 | 16.89 | 16.96 |
| Yield(%) | NA | 6.01 | 3.23 | 2.37 | 2.10 | NA | NA | … | … | 5.96 | 1.06 | 2.67 | 1.19 | 0.98 | 2.67 | 2.60 | 2.85 | 0.96 | 0.00 | 0.81 | 9.00 | 10.00 | 2.01 | 2.92 | 2.53 | 1.12 |
Data as of 09/29/2017, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Life Insurance Co NEA VALUEBUILDER Q B SHARES Strategic Asset Allocation – Optimal Modera |
-12.56%
Feb 2006 – Feb 2009 |
-5.80%
Feb 2004 – Feb 2009 |
1.87%
Feb 2001 – Feb 2011 |
3.30%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Life Insurance Co NEA VALUEBUILDER Q B SHARES Strategic Asset Allocation – Optimal Modera |
16.02%
Feb 2009 – Feb 2012 |
13.75%
Feb 2009 – Feb 2014 |
4.62%
Aug 2004 – Aug 2014 |
5.34%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart