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NWHAX: NATIONWIDE DESTINATION 2025 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 02/11/2025 |
| 12-Mo. Yield | 11.90% |
| Expenses | 0.92% |
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Performance Analytics (As of 06/05/2025)
Not up-to-date? Try| Last 1 Week* | 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(%) | 0.0 | 5.5 | 4.3 | 2.9 | 4.0 | 5.8 | 3.9 | 2.7 | 6.5 | 11.8 | -17.8 | 1.8 | 11.3 | 18.4 | -6.6 | 14.0 | 8.2 | -1.9 | 4.1 | 17.1 | 13.3 | -2.7 | 13.1 | 26.9 | -33.8 | 1.2 |
| Sharpe Ratio | NA | 0.47 | 0.13 | 0.02 | 0.07 | NA | 0.1 | 1.02 | 0.49 | 1.16 | -1.55 | 0.2 | 0.1 | 2.53 | -0.84 | 2.97 | 0.78 | -0.19 | 0.52 | 1.97 | 1.4 | -0.16 | 0.9 | 1.27 | -1.18 | 0.09 |
| Draw Down(%) | NA | 3.6 | 11.3 | 55.0 | 55.0 | NA | 55.0 | 1.3 | 3.1 | 6.8 | 20.3 | 7.4 | 55.0 | 3.5 | 13.0 | 1.5 | 8.1 | 10.2 | 6.8 | 6.8 | 7.5 | 16.4 | 10.5 | 22.1 | 41.7 | 6.3 |
| Standard Deviation(%) | NA | 4.8 | 8.0 | 49.5 | 35.8 | NA | 29.0 | 3.2 | 5.8 | 7.0 | 12.5 | 9.1 | 110.3 | 6.7 | 9.4 | 4.5 | 10.2 | 10.1 | 7.8 | 8.6 | 9.5 | 17.1 | 14.5 | 21.1 | 29.3 | 14.5 |
| Treynor Ratio | NA | 0.07 | 0.01 | 0.01 | 0.06 | NA | 0.05 | 0.34 | 0.04 | 0.09 | -0.22 | 0.02 | 0.07 | 3.23 | -0.32 | 0.13 | 0.07 | -0.02 | 0.04 | 0.16 | 0.13 | -0.03 | 0.15 | 0.35 | -0.54 | 0.01 |
| Alpha | NA | 0.0 | -0.01 | 0.03 | 0.03 | NA | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.21 | 0.06 | -0.03 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.03 | -0.07 | -0.01 |
| Beta | NA | 0.33 | 0.74 | 1.37 | 0.47 | NA | 0.61 | 0.1 | 0.81 | 0.89 | 0.89 | 0.84 | 1.57 | 0.05 | 0.25 | 1.05 | 1.1 | 1.04 | 1.05 | 1.07 | 1.01 | 0.98 | 0.84 | 0.77 | 0.64 | 0.85 |
| RSquared | NA | 0.38 | 0.77 | 0.05 | 0.03 | NA | 0.09 | 0.11 | 0.91 | 0.94 | 0.94 | 0.46 | 0.05 | 0.08 | 0.3 | 0.9 | 0.98 | 0.98 | 0.97 | 0.98 | 0.97 | 0.98 | 0.65 | 0.59 | 0.46 | 0.74 |
| Yield(%) | N/A | 11.9 | 6.6 | 5.4 | 5.8 | 6.9 | N/A | 1.2 | 11.2 | 7.4 | 1.2 | 3.2 | 4.9 | 8.8 | 8.1 | 8.9 | 7.5 | 4.9 | 5.9 | 4.8 | 5.4 | 6.8 | 2.4 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 73.9 | 14.5 | -30.8 | N/A | N/A | N/A | -89.4 | 58.2 | 400.9 | -62.5 | -31.9 | -38.9 | -7.3 | -4.2 | 21.2 | 39.7 | -18.0 | 36.4 | -5.0 | -27.4 | 207.2 | 45.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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