Nasdaq - Delayed Quote USD
Nationwide Inv Dest Mod Cnsrv Instl Svc (NWWKX)
9.55
-0.01
(-0.10%)
At close: May 23 at 8:01:47 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.31% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.38% |
| 5y Average Return | 5.44% |
| Rank in Category (ytd) | 77 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NWWKX | Category Average | NWWKX | Category Average | NWWKX | Category Average | |
| Alpha | -1.06 | -- | -1.04 | -- | -0.74 | -- |
| BETA | 0.8 | -- | 0.79 | -- | 0.79 | -- |
| Mean Annual Return | 0.44 | -- | 0.48 | -- | 0.39 | -- |
| R-squared | 98.29 | -- | 98.02 | -- | 97.99 | -- |
| Standard Deviation | 9.64 | -- | 8.96 | -- | 8.02 | -- |
| Sharpe Ratio | 0.08 | -- | 0.33 | -- | 0.34 | -- |
| Treynor Ratio | 0.34 | -- | 3.38 | -- | 3.15 | -- |
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