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NWJOX: NATIONWIDE HIGHMARK NATIONAL INTERMEDIATE TAX FREE BOND FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/18/2013 |
| Last Dividend Date: | 06/29/2018 |
| 12-Mo. Yield | 2.62% |
| Expenses | 0.77% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/18/2013 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.3 | 1.8 | -0.4 | 3.4 | -1.2 | 1.7 | 4.3 | 1.0 |
| Sharpe Ratio | NA | -0.78 | 0.23 | 0.79 | -1.23 | 1.43 | -0.6 | 1.1 | 2.73 | 2.11 |
| Draw Down(%) | NA | 2.8 | 5.4 | 5.4 | 2.0 | 1.8 | 5.4 | 2.0 | 1.2 | 0.8 |
| Standard Deviation(%) | NA | 1.8 | 2.0 | 1.8 | 1.6 | 1.9 | 2.4 | 1.5 | 1.6 | 1.7 |
| Treynor Ratio | NA | -0.02 | 0.01 | 0.02 | -0.02 | 0.03 | -0.02 | 0.02 | 0.06 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.83 | 0.85 | 0.82 | 0.81 | 0.84 | 0.88 | 0.71 | 0.76 | 0.86 |
| RSquared | NA | 0.79 | 0.83 | 0.81 | 0.74 | 0.81 | 0.88 | 0.76 | 0.74 | 0.86 |
| Yield(%) | N/A | 2.6 | 3.3 | N/A | 1.0 | 2.4 | 4.3 | 3.5 | 4.0 | 1.8 |
| Dividend Growth(%) | N/A | -37.0 | N/A | N/A | -59.5 | -46.6 | 19.0 | -10.1 | 116.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2013
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|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Interm Asset Class Trend Rankings |
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