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NWLAX: NATIONWIDE DESTINATION 2035 FUND CLASS A (MUTUAL FUND)
Basic Info 9.93 0.2(1.97%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 8.40% |
| Expenses | 0.90% |
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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(%) | -2.0 | 5.9 | 17.2 | 13.6 | 4.6 | 7.8 | 7.4 | 5.6 | 15.8 | 9.8 | 16.8 | -18.7 | 6.7 | 12.6 | 22.5 | -8.2 | 16.1 | 9.4 | -2.1 | 4.2 | 22.8 | 15.1 | -3.8 | 14.1 | 31.5 | -39.0 | 0.3 |
| Sharpe Ratio | NA | 1.05 | 1.59 | 1.05 | 0.17 | 0.21 | NA | 0.19 | 1.21 | 0.71 | 1.34 | -1.15 | 0.58 | 0.15 | 2.25 | -0.8 | 2.79 | 0.75 | -0.18 | 0.44 | 2.2 | 1.25 | -0.18 | 0.81 | 1.26 | -1.11 | -0.09 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.8 | 28.8 | 45.6 | NA | 54.4 | 10.8 | 5.1 | 9.3 | 23.9 | 7.1 | 45.6 | 5.2 | 16.1 | 1.8 | 9.8 | 11.8 | 8.3 | 7.0 | 10.0 | 20.1 | 13.2 | 25.3 | 46.9 | 8.0 |
| Standard Deviation(%) | NA | 11.2 | 9.1 | 9.9 | 12.0 | 28.8 | NA | 24.9 | 10.6 | 8.7 | 9.9 | 17.6 | 11.4 | 84.8 | 9.4 | 11.9 | 5.6 | 12.3 | 12.0 | 9.4 | 10.3 | 12.1 | 21.2 | 17.3 | 24.8 | 35.8 | 17.8 |
| Treynor Ratio | NA | 0.12 | 0.15 | 0.11 | 0.02 | 0.05 | NA | 0.05 | 0.14 | 0.06 | 0.13 | -0.19 | 0.07 | 0.09 | 0.19 | -0.09 | 0.15 | 0.09 | -0.02 | 0.04 | 0.21 | 0.15 | -0.04 | 0.17 | 0.41 | -0.61 | -0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | 0.1 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.04 | -0.08 | -0.01 |
| Beta | NA | 0.98 | 0.98 | 0.97 | 1.02 | 1.18 | NA | 0.92 | 0.94 | 1.01 | 1.06 | 1.05 | 1.02 | 1.41 | 1.1 | 1.03 | 1.05 | 1.07 | 1.01 | 1.02 | 1.06 | 1.04 | 0.99 | 0.84 | 0.77 | 0.65 | 0.9 |
| RSquared | NA | 0.98 | 0.98 | 0.95 | 0.93 | 0.22 | NA | 0.32 | 0.96 | 0.97 | 0.97 | 0.99 | 0.69 | 0.13 | 0.97 | 0.99 | 0.92 | 0.98 | 0.99 | 0.97 | 0.98 | 0.98 | 0.98 | 0.66 | 0.59 | 0.44 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.8 | 13.5 | 7.5 | 0.7 | 3.7 | 6.0 | 11.4 | 9.0 | 9.2 | 7.8 | 5.5 | 6.1 | 6.5 | 5.6 | 3.8 | 2.0 | 2.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -36.5 | 94.9 | 801.4 | -81.0 | -36.8 | -40.5 | 3.5 | 5.1 | 21.4 | 30.1 | -10.8 | 6.2 | 27.9 | 35.4 | 108.5 | 4.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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