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NWIAX: NATIONWIDE DESTINATION 2030 FUND CLASS A (MUTUAL FUND)
Basic Info 8.74 0.15(1.69%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 7.40% |
| Expenses | 0.66% |
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Performance Analytics (As of 06/05/2026)
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 4.5 | 14.5 | 11.8 | 3.4 | 6.8 | 6.6 | 5.1 | 14.4 | 8.4 | 14.7 | -18.4 | 4.4 | 12.0 | 20.7 | -7.5 | 15.1 | 9.1 | -2.0 | 4.2 | 20.3 | 14.2 | -3.4 | 13.5 | 30.0 | -37.0 | 1.1 |
| Sharpe Ratio | NA | 0.9 | 1.54 | 1.02 | 0.08 | 0.45 | NA | 0.27 | 1.29 | 0.65 | 1.3 | -1.31 | 0.43 | 0.54 | 2.39 | -0.82 | 2.82 | 0.78 | -0.18 | 0.48 | 2.14 | 1.3 | -0.18 | 0.83 | 1.28 | -1.12 | 0.06 |
| Draw Down(%) | NA | 6.3 | 6.3 | 8.7 | 27.6 | 27.6 | NA | 51.6 | 8.7 | 4.0 | 8.3 | 22.4 | 7.2 | 26.1 | 4.4 | 14.8 | 1.7 | 9.2 | 11.0 | 7.7 | 6.9 | 9.0 | 18.7 | 12.3 | 23.8 | 45.0 | 7.3 |
| Standard Deviation(%) | NA | 9.4 | 7.7 | 8.4 | 10.4 | 11.5 | NA | 15.0 | 8.9 | 7.3 | 8.6 | 15.1 | 10.2 | 21.6 | 8.1 | 10.9 | 5.1 | 11.3 | 11.3 | 8.8 | 9.5 | 10.9 | 19.5 | 16.3 | 23.4 | 33.9 | 16.4 |
| Treynor Ratio | NA | 0.09 | 0.13 | 0.09 | 0.01 | 0.05 | NA | 0.05 | 0.13 | 0.05 | 0.11 | -0.2 | 0.05 | 0.12 | 0.18 | -0.08 | 0.14 | 0.08 | -0.02 | 0.04 | 0.19 | 0.14 | -0.03 | 0.16 | 0.39 | -0.59 | 0.01 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.03 | -0.07 | 0.0 |
| Beta | NA | 0.9 | 0.89 | 0.91 | 0.95 | 0.99 | NA | 0.86 | 0.88 | 0.92 | 0.99 | 0.99 | 0.94 | 0.99 | 1.06 | 1.05 | 1.08 | 1.09 | 1.05 | 1.06 | 1.07 | 1.03 | 1.0 | 0.86 | 0.77 | 0.65 | 0.88 |
| RSquared | NA | 0.97 | 0.93 | 0.96 | 0.91 | 0.95 | NA | 0.72 | 0.95 | 0.97 | 0.97 | 0.98 | 0.6 | 0.99 | 0.97 | 0.99 | 0.91 | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | 0.98 | 0.65 | 0.59 | 0.43 | 0.76 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.7 | 12.5 | 7.5 | 0.8 | 3.4 | 5.5 | 10.1 | 9.4 | 9.3 | 8.1 | 5.2 | 8.7 | 7.6 | 6.1 | 5.3 | 2.2 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -39.8 | 75.2 | 638.5 | -75.3 | -34.7 | -39.3 | -11.9 | 8.1 | 16.7 | 43.3 | -42.7 | 26.4 | 33.8 | 6.2 | 164.7 | 39.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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