It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NWEAX: NATIONWIDE DESTINATION 2015 FUND CLASS A (MUTUAL FUND)
Basic Info 7.77 0.11(1.40%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 3.65% |
| Expenses | 0.92% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.3 | 11.6 | 9.2 | 1.9 | 4.6 | 4.4 | 3.5 | 12.3 | 5.9 | 11.1 | -16.5 | -0.4 | 10.4 | 14.7 | -4.9 | 10.8 | 6.5 | -1.1 | 4.1 | 10.4 | 10.4 | -1.4 | 10.6 | 20.3 | -28.4 | 1.1 |
| Sharpe Ratio | NA | 0.69 | 1.42 | 0.9 | -0.08 | 0.08 | NA | 0.09 | 1.41 | 0.4 | 1.11 | -1.71 | -0.05 | 0.09 | 2.81 | -0.9 | 3.12 | 0.84 | -0.15 | 0.72 | 1.59 | 1.6 | -0.12 | 0.99 | 1.23 | -1.28 | 0.08 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.5 | 24.1 | 57.4 | NA | 57.4 | 6.0 | 3.1 | 6.5 | 18.5 | 7.2 | 57.4 | 2.4 | 9.7 | 1.1 | 5.7 | 7.6 | 4.8 | 6.4 | 5.0 | 12.5 | 8.1 | 18.3 | 36.1 | 4.7 |
| Standard Deviation(%) | NA | 7.9 | 6.3 | 6.6 | 7.9 | 38.0 | NA | 29.0 | 6.7 | 5.6 | 6.7 | 10.6 | 8.1 | 118.4 | 4.7 | 7.0 | 3.3 | 7.4 | 7.4 | 5.7 | 6.5 | 6.5 | 12.6 | 10.7 | 16.4 | 22.9 | 11.3 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | NA | 0.03 | 0.0 | 0.0 | 0.0 | -0.16 | 0.0 | 0.05 | 0.12 | -0.05 | 0.1 | 0.06 | -0.01 | 0.04 | 0.1 | 0.12 | -0.02 | 0.13 | 0.29 | -0.46 | 0.01 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.03 | NA | 0.02 | NA | NA | NA | -0.01 | -0.02 | 0.24 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.06 | -0.01 |
| Beta | NA | NA | NA | NA | 1.12 | 1.67 | NA | 0.9 | NA | NA | NA | 1.13 | 1.02 | 2.24 | 1.12 | 1.17 | 1.03 | 1.12 | 1.05 | 1.04 | 1.04 | 0.9 | 0.96 | 0.8 | 0.71 | 0.63 | 0.83 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.17 | 0.04 | NA | 0.06 | 0.0 | 0.0 | 0.0 | 0.4 | 0.33 | 0.03 | 0.91 | 0.97 | 0.83 | 0.96 | 0.97 | 0.96 | 0.96 | 0.95 | 0.96 | 0.65 | 0.53 | 0.47 | 0.73 |
| Yield(%) | N/A | 0.0 | 3.6 | 6.4 | 3.9 | 5.0 | 5.1 | N/A | 3.9 | 10.0 | 5.6 | 1.5 | 3.1 | 4.3 | 7.4 | 6.5 | 5.9 | 6.9 | 8.1 | 8.4 | 3.6 | 4.5 | 8.8 | 2.7 | 1.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -63.6 | 89.6 | -30.4 | N/A | N/A | N/A | -62.0 | 86.0 | 215.6 | -53.6 | -25.5 | -37.2 | 0.4 | 14.7 | -12.9 | -23.3 | -7.9 | 147.0 | -14.9 | -54.2 | 254.7 | 114.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) 1.49% (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) 1.59% (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) 1.24% (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) 1.56% (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) 1.22% (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) 1.40% (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) 1.45% (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) 1.17% (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) 1.32% (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) 1.39% (76%)
Latest Articles Related to NWEAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
