Nasdaq - Delayed Quote USD

Nationwide Destination 2025 Fund (NWHSX)

8.21 +0.03 (+0.37%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.07%
5y Average Return 4.31%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 24.17%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 24.17%
Worst 3Y Total Return 0.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWHSX
Category
YTD
2.89%
6.61%
1-Month
1.89%
0.92%
3-Month
2.89%
4.66%
1-Year
10.21%
21.54%
3-Year
1.47%
10.23%
5-Year
5.23%
9.75%
10-Year
5.07%
7.82%
Last Bull Market
19.36%
16.61%
Last Bear Market
-10.20%
-14.25%

Annual Total Return (%) History

Year
NWHSX
Category
2024
--
--
2023
12.06%
--
2022
-15.49%
--
2021
8.76%
--
2020
11.65%
11.84%
2019
18.65%
18.25%
2018
-6.31%
-5.34%
2017
14.21%
14.67%

2016
8.37%
6.73%
2015
-1.70%
-1.59%
2014
4.27%
5.07%
2013
17.33%
15.30%
2012
13.64%
13.03%
2011
-2.53%
-2.06%
2010
13.71%
13.29%
2009
24.17%
28.32%
2008
-29.71%
-34.15%
2007
--
6.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.89% -- -- --
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 87
1-Month 84
3-Month 87
1-Year 80
3-Year 86
5-Year 82

Load Adjusted Returns

1-Year 10.21%
3-Year 1.47%
5-Year 5.23%
10-Year 5.07%

Performance & Risk

YTD Return 0.07%
5y Average Return 4.31%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Nationwide
Net Assets 159.5M
YTD Return 2.89%
Yield 3.06%
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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