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NTDAX: NATIONWIDE DESTINATION 2055 FUND CLASS A (MUTUAL FUND)
Basic Info 15.38 0.43(2.72%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 12/29/2010 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 10.33% |
| Expenses | 1.13% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.2 | 22.3 | 17.0 | 6.8 | 9.7 | 8.7 | 9.0 | 19.1 | 13.0 | 19.6 | -20.5 | 11.6 | 13.4 | 25.2 | -9.3 | 18.5 | 10.3 | -1.9 | 4.3 | 24.9 | 15.3 | -4.7 | -0.1 |
| Sharpe Ratio | NA | 1.83 | 1.94 | 1.16 | 0.32 | 0.51 | NA | 0.5 | 1.12 | 0.84 | 1.32 | -1.02 | 0.89 | 0.41 | 2.15 | -0.76 | 2.65 | 0.72 | -0.14 | 0.41 | 2.26 | 1.2 | -0.21 | -3.32 |
| Draw Down(%) | NA | 8.9 | 8.9 | 14.9 | 30.1 | 34.9 | NA | 34.9 | 14.9 | 7.5 | 10.9 | 26.3 | 6.2 | 34.9 | 6.2 | 18.5 | 2.4 | 11.2 | 12.8 | 9.1 | 7.4 | 11.1 | 21.7 | 0.2 |
| Standard Deviation(%) | NA | 14.2 | 11.8 | 12.8 | 15.0 | 16.3 | NA | 15.8 | 14.5 | 11.2 | 12.2 | 21.7 | 12.9 | 31.7 | 11.1 | 14.0 | 6.8 | 13.9 | 13.6 | 10.4 | 11.0 | 12.8 | 22.8 | 3.2 |
| Treynor Ratio | NA | 0.25 | 0.25 | 0.18 | 0.06 | 0.1 | NA | 0.09 | 0.22 | 0.11 | 0.18 | -0.25 | 0.13 | 0.15 | 0.28 | -0.13 | 0.19 | 0.1 | -0.02 | 0.05 | 0.26 | 0.16 | -0.05 | -0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | NA | -0.01 | 0.02 | -0.03 | -0.01 | -0.02 | -0.04 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | -0.01 | -0.03 | -0.02 | 0.0 | -0.03 | 0.14 |
| Beta | NA | 1.02 | 0.93 | 0.82 | 0.85 | 0.85 | NA | 0.87 | 0.75 | 0.83 | 0.89 | 0.88 | 0.88 | 0.85 | 0.86 | 0.8 | 0.93 | 1.02 | 0.85 | 0.88 | 0.96 | 0.97 | 0.95 | 2.09 |
| RSquared | NA | 0.92 | 0.88 | 0.89 | 0.9 | 0.9 | NA | 0.91 | 0.92 | 0.88 | 0.91 | 0.95 | 0.8 | 0.88 | 0.95 | 0.96 | 0.85 | 0.93 | 0.94 | 0.92 | 0.94 | 0.93 | 0.95 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 15.1 | 5.3 | 0.3 | 4.2 | 6.8 | 12.0 | 7.9 | 4.9 | 7.0 | 5.3 | 5.3 | 3.0 | 2.5 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -28.9 | 222.6 | 1457.5 | -93.0 | -36.2 | -35.2 | 24.1 | 84.6 | -25.9 | 21.2 | -1.5 | 106.7 | 37.7 | 30.6 | 18200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2010
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