Nasdaq - Delayed Quote USD

Nationwide Destination 2040 A (NWMAX)

9.25 -0.01 (-0.11%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.89%
5y Average Return 6.81%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Apr 23, 2024) 28.53%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 28.53%
Worst 3Y Total Return 1.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWMAX
Category
YTD
6.22%
10.80%
1-Month
3.13%
1.06%
3-Month
6.22%
6.14%
1-Year
18.42%
33.59%
3-Year
4.00%
12.99%
5-Year
8.10%
12.87%
10-Year
6.86%
9.72%
Last Bull Market
31.51%
19.05%
Last Bear Market
-14.09%
-17.54%

Annual Total Return (%) History

Year
NWMAX
Category
2024
--
--
2023
18.05%
--
2022
-18.49%
--
2021
14.66%
--
2020
13.22%
14.56%
2019
23.91%
23.19%
2018
-8.60%
-7.74%
2017
16.99%
19.52%

2016
9.83%
7.95%
2015
-2.03%
-1.99%
2014
4.27%
5.25%
2013
24.08%
19.97%
2012
15.31%
14.64%
2011
-4.49%
-3.49%
2010
15.53%
14.37%
2009
28.53%
30.90%
2008
-37.29%
-37.94%
2007
--
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.22% -- -- --
2023 5.90% 4.68% -3.55% 10.42%
2022 -6.66% -14.09% -6.20% 8.37%
2021 4.21% 5.91% -1.13% 5.08%
2020 -21.55% 18.45% 6.63% 14.26%
2019 11.38% 3.19% 0.18% 7.62%
2018 -0.91% 1.17% 3.73% -12.11%
2017 4.74% 2.89% 3.74% 4.64%
2016 0.61% 2.12% 4.25% 2.54%
2015 2.88% -0.10% -7.90% 3.50%

2014 1.59% 3.96% -3.51% 2.33%
2013 7.99% 0.37% 7.35% 6.64%
2012 10.43% -3.69% 5.53% 2.74%
2011 5.06% -0.25% -15.80% 8.24%
2010 4.17% -10.32% 12.62% 9.80%
2009 -11.49% 19.24% 16.75% 4.31%
2008 -7.52% -0.79% -11.87% -22.45%
2007 -2.81% -- -- --

Rank in Category (By Total Return)

YTD 66
1-Month 25
3-Month 66
1-Year 59
3-Year 81
5-Year 90

Load Adjusted Returns

1-Year 11.61%
3-Year 1.96%
5-Year 6.83%
10-Year 6.23%

Performance & Risk

YTD Return 2.89%
5y Average Return 6.81%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Nationwide
Net Assets 181.49M
YTD Return 6.22%
Yield 1.88%
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 2040. The fund allocated approximately 59% of its net assets in U.S. stocks (including smaller company stocks), approximately 22% in international stocks, and approximately 19% in bonds.

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