Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Nationwide Financial Advisor Mutual Funds Plan Tactical Asset Allocation Moderate | NA | -2.87% | 3.28% | 1.69% | 4.08% | 5.13% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nationwide Financial Advisor Mutual Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/03/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | -2.87 | 3.28 | 1.69 | 4.08 | 5.13 | NA | … | … | -0.86 | -3.91 | 5.44 | 8.06 | -6.12 | -0.03 | 15.89 | 5.29 | 1.06 | 4.16 | 7.45 | 1.49 | 4.21 | 14.34 | 3.03 | 9.96 | 20.89 | 5.39 | 6.68 |
| Sharpe Ratio | NA | -0.74 | 0.30 | 0.01 | 0.43 | NA | NA | … | … | -0.10 | -0.57 | 0.85 | 1.59 | -1.15 | -0.01 | 2.17 | 0.94 | 0.12 | 0.38 | 0.86 | 0.15 | 0.12 | 1.42 | 0.15 | 1.18 | 3.31 | 0.94 | 0.79 |
| Standard Deviation(%) | NA | 9.27 | 6.89 | 6.45 | 7.45 | NA | NA | … | … | 8.73 | 9.25 | 5.65 | 4.95 | 5.36 | 6.12 | 7.31 | 5.58 | 8.66 | 10.69 | 8.57 | 3.81 | 9.65 | 7.79 | 5.70 | 7.63 | 6.10 | 4.57 | 5.57 |
| Draw Down(%) | NA | 13.21 | 13.21 | 13.21 | 13.21 | NA | NA | … | … | 0.86 | 13.21 | 3.12 | 3.36 | 7.65 | 5.71 | 5.19 | 3.70 | 7.40 | 10.32 | 4.69 | 2.89 | 6.81 | 7.16 | 4.00 | 7.46 | 3.35 | 2.44 | 4.05 |
| Yield(%) | NA | 7.29 | 3.00 | 2.72 | 2.81 | NA | NA | … | … | 0.01 | 7.31 | 0.21 | 1.49 | 1.94 | 2.69 | 2.07 | 3.39 | 4.52 | 3.33 | 1.18 | 0.40 | 1.70 | 5.27 | 4.76 | 3.04 | 3.89 | 6.10 | 5.41 |
Data as of 10/31/2018, 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 Financial Advisor Mutual Funds Plan Tactical Asset Allocation Moderate |
0.23%
Oct 2013 – Oct 2016 |
0.55%
Dec 2013 – Dec 2018 |
3.56%
Dec 2008 – Dec 2018 |
4.53%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nationwide Financial Advisor Mutual Funds Plan Tactical Asset Allocation Moderate |
12.99%
Apr 2003 – Apr 2006 |
11.64%
Oct 2002 – Oct 2007 |
8.20%
Apr 2001 – Apr 2011 |
6.50%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart