Nasdaq - Delayed Quote USD
Nationwide Destination Ret Instl Svc (NWESX)
At close: 8:00 PM EST
Fund Summary
The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors who have already retired. The fund allocated approximately 65% of its net assets in fixed-income securities, approximately 26% in U.S. stocks (including smaller company stocks), and approximately 9% in international stocks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 7.13% |
| 5y Average Return | 4.20% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NWESX | Category Average | NWESX | Category Average | NWESX | Category Average | |
| Alpha | -1.83 | 0.01 | -1.21 | 0 | -0.72 | 0 |
| BETA | 0.76 | 0.01 | 0.74 | 0.01 | 0.76 | 0.01 |
| Mean Annual Return | 0.09 | 0.01 | 0.37 | 0.01 | 0.38 | 0 |
| R-squared | 97.69 | 0.91 | 97.13 | 0.9 | 96.73 | 0.88 |
| Standard Deviation | 9.76 | 0.07 | 9.34 | 0.05 | 7.75 | 0.05 |
| Sharpe Ratio | -0.29 | 0.01 | 0.21 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | -4.41 | 0.12 | 2.1 | 0.09 | 3.42 | 0.08 |
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