Nasdaq - Delayed Quote USD

Nationwide Investor Destinations Moderately Conservative Fund (NSDCX)

10.43 +0.07 (+0.68%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 7.95%
5y Average Return 4.46%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Nov 6, 2024) 14.99%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 14.99%
Worst 3Y Total Return 0.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NSDCX
Category
YTD
6.60%
5.91%
1-Month
-2.11%
0.61%
3-Month
0.78%
4.02%
1-Year
17.24%
18.59%
3-Year
0.81%
8.56%
5-Year
4.30%
7.44%
10-Year
4.32%
6.20%
Last Bull Market
13.37%
11.89%
Last Bear Market
-9.43%
-8.23%

Annual Total Return (%) History

Year
NSDCX
Category
2024
--
--
2023
11.44%
--
2022
-14.28%
--
2021
7.42%
--
2020
9.70%
8.86%
2019
14.99%
14.81%
2018
-4.42%
-5.04%
2017
9.54%
9.86%

2016
6.21%
6.62%
2015
-0.65%
-2.32%
2014
3.91%
4.02%
2013
9.45%
7.23%
2012
8.11%
9.40%
2011
1.95%
1.70%
2010
8.43%
10.03%
2009
14.32%
20.77%
2008
-14.99%
-18.61%
2007
5.79%
4.53%
2006
8.50%
8.16%
2005
4.40%
2.97%
2004
7.06%
5.46%
2003
13.53%
12.34%
2002
-4.24%
-3.11%
2001
-1.16%
-0.39%
2000
--
4.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.08% 0.39% 5.22% --
2023 4.19% 2.12% -2.78% 7.75%
2022 -5.45% -9.43% -4.45% 4.77%
2021 1.12% 3.83% -0.50% 2.84%
2020 -11.17% 10.71% 3.82% 7.45%
2019 6.83% 2.57% 0.80% 4.10%
2018 -0.85% 0.71% 2.05% -6.20%
2017 2.60% 1.76% 2.30% 2.56%
2016 1.61% 1.87% 2.03% 0.57%
2015 1.76% -0.54% -3.22% 1.42%

2014 1.37% 2.58% -1.44% 1.38%
2013 3.63% -0.44% 3.06% 2.93%
2012 5.03% -0.93% 2.99% 0.87%
2011 2.59% 0.80% -5.71% 4.56%
2010 2.62% -3.66% 5.83% 3.64%
2009 -3.99% 7.86% 8.30% 1.93%
2008 -2.82% -0.47% -4.77% -7.70%
2007 1.81% 2.30% 1.54% 0.04%
2006 2.42% -0.51% 2.82% 3.56%
2005 -0.76% 1.71% 2.04% 1.36%
2004 2.10% -0.58% 0.48% 4.97%
2003 -1.43% 7.32% 1.76% 5.47%
2002 0.78% -2.72% -5.97% 3.88%
2001 -3.65% 2.90% -4.67% 4.58%
2000 -0.63% 0.92% -0.69% --

Rank in Category (By Total Return)

YTD 75
1-Month 70
3-Month 87
1-Year 68
3-Year 66
5-Year 64

Load Adjusted Returns

1-Year 17.24%
3-Year 0.81%
5-Year 4.30%
10-Year 4.32%

Performance & Risk

YTD Return 7.95%
5y Average Return 4.46%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Nationwide
Net Assets 247.4M
YTD Return 6.60%
Yield 2.69%
Morningstar Rating
Inception Date Mar 30, 2000

Fund Summary

The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. The fund aims to provide diversification across major asset classes-U.S. stocks, international stocks and bonds-by investing primarily in mutual funds offered by Nationwide Mutual Funds and affiliated or unaffiliated exchange-traded funds.

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