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NMEAX: Nationwide Enhanced Income A (MUTUAL FUND)
Basic Info
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/05/2001 |
| Last Dividend Date: | 07/31/2014 |
| 12-Mo. Yield | 0.38% |
| Expenses | 0.71% |
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Performance Analytics (As of 10/27/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/05/2001 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.3 | 0.2 | 0.2 | 1.0 | 1.0 | 0.1 | 0.1 | 0.5 | 0.0 | 0.7 | 0.2 | -1.0 | 2.4 | 4.3 | 2.2 | 0.4 | 0.9 | 2.3 | 0.3 |
| Sharpe Ratio | NA | 0.5 | 0.36 | 0.21 | -0.08 | -0.04 | 0.34 | 0.05 | 0.82 | -0.03 | 0.69 | 0.18 | -1.66 | -0.8 | 0.71 | -0.1 | -0.72 | 0.15 | 0.64 | -0.65 |
| Draw Down(%) | NA | 0.2 | 0.4 | 0.4 | 2.6 | 2.6 | 0.2 | 0.4 | 0.2 | 0.3 | 0.3 | 0.5 | 2.6 | 0.1 | 0.2 | 0.3 | 0.6 | 1.4 | 0.8 | 0.9 |
| Standard Deviation(%) | NA | 0.5 | 0.6 | 0.7 | 0.9 | 1.1 | 0.4 | 0.7 | 0.5 | 0.8 | 0.8 | 0.7 | 1.2 | 0.9 | 1.3 | 0.9 | 0.8 | 1.6 | 1.7 | 2.0 |
| Treynor Ratio | NA | 0.04 | 0.02 | 0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.04 | 0.0 | 0.05 | 0.01 | -0.15 | -0.05 | 0.02 | 0.0 | -0.02 | 0.0 | 0.06 | -0.22 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.06 | 0.11 | 0.13 | 0.18 | 0.2 | 0.06 | 0.16 | 0.1 | 0.17 | 0.12 | 0.09 | 0.13 | 0.15 | 0.49 | 0.33 | 0.25 | 0.46 | 0.17 | 0.06 |
| RSquared | NA | 0.02 | 0.04 | 0.08 | 0.16 | 0.15 | 0.02 | 0.06 | 0.04 | 0.11 | 0.1 | 0.09 | 0.13 | 0.16 | 0.56 | 0.34 | 0.39 | 0.47 | 0.08 | 0.01 |
| Yield(%) | N/A | 0.4 | 0.6 | 0.8 | 1.3 | N/A | 0.2 | 0.5 | 0.8 | 1.0 | 1.2 | 0.3 | 0.0 | 1.7 | 3.7 | 2.7 | 1.7 | 2.9 | 4.2 | 2.3 |
| Dividend Growth(%) | N/A | -30.6 | -21.5 | -52.5 | N/A | N/A | -52.2 | -37.0 | -19.8 | -17.3 | 254.8 | N/A | -100.0 | -53.1 | 36.7 | 59.1 | -44.6 | -30.7 | 77.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2001
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See ULTRASHORT BOND Asset Class Trend Rankings |
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