Nasdaq - Delayed Quote USD
Nationwide Destination 2025 Instl Svc (NWHSX)
At close: October 25 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.21% |
| 5y Average Return | 5.06% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 25, 2024) | 24.17% |
| Worst 1Y Total Return (Oct 25, 2024) | -- |
| Best 3Y Total Return | 24.17% |
| Worst 3Y Total Return | 0.87% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NWHSX
Category
- YTD
- 8.93%
- 6.61%
- 1-Month
- 1.55%
- 0.92%
- 3-Month
- 5.04%
- 4.66%
- 1-Year
- 17.66%
- 21.54%
- 3-Year
- 2.06%
- 10.23%
- 5-Year
- 5.64%
- 9.75%
- 10-Year
- 5.60%
- 7.82%
- Last Bull Market
- 13.53%
- 16.61%
- Last Bear Market
- -10.20%
- -14.25%
Annual Total Return (%) History
Year
NWHSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.89% | 0.79% | 5.04% | -- |
| 2023 | 4.62% | 2.15% | -2.93% | 8.02% |
| 2022 | -5.88% | -10.20% | -5.10% | 5.35% |
| 2021 | 1.42% | 4.53% | -0.46% | 3.07% |
| 2020 | -13.55% | 13.24% | 4.51% | 9.13% |
| 2019 | 8.78% | 2.99% | 0.85% | 5.01% |
| 2018 | -0.90% | 0.89% | 2.83% | -8.87% |
| 2017 | 4.20% | 2.55% | 3.20% | 3.57% |
| 2016 | 1.02% | 2.16% | 3.45% | 1.51% |
| 2015 | 2.43% | -0.16% | -6.57% | 2.89% |
| 2014 | 1.72% | 3.76% | -2.89% | 1.73% |
| 2013 | 6.10% | -0.73% | 5.92% | 5.16% |
| 2012 | 7.72% | -1.99% | 5.22% | 2.31% |
| 2011 | 4.40% | 0.29% | -12.21% | 6.04% |
| 2010 | 3.58% | -7.69% | 10.34% | 7.77% |
| 2009 | -9.19% | 15.51% | 14.08% | 3.77% |
| 2008 | -5.19% | -0.68% | -9.49% | -17.53% |
| 2007 | -1.48% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 95 |
| 1-Month | 56 |
| 3-Month | 90 |
| 1-Year | 94 |
| 3-Year | 93 |
| 5-Year | 84 |
Load Adjusted Returns
| 1-Year | 17.66% |
| 3-Year | 2.06% |
| 5-Year | 5.64% |
| 10-Year | 5.60% |
Performance & Risk
| YTD Return | 7.21% |
| 5y Average Return | 5.06% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2025 |
| Fund Family | Nationwide |
| Net Assets | 160.66M |
| YTD Return | 8.93% |
| Yield | 3.02% |
| Morningstar Rating | |
| Inception Date | Aug 29, 2007 |
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 planning to retire in, or close to, the year 2025. The fund allocated approximately 31% of its net assets in U.S. stocks (including smaller company stocks), approximately 12% in international stocks, and approximately 57% in fixed-income securities.
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