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Nationwide Destination 2035 Instl Svc (NWLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
10.01-0.03 (-0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.69%
5-Year Average Return7.43%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Oct 24, 2024)27.35%
Worst 1 Yr Total Return (Oct 24, 2024)N/A
Best 3-Yr Total Return27.35%
Worst 3-Yr Total Return1.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWLSXCategory
YTD12.23%9.49%
1-Month1.61%1.04%
3-Month5.73%5.73%
1-Year23.39%29.95%
3-Year4.01%12.29%
5-Year8.10%12.13%
10-Year7.13%9.24%
Last Bull Market18.85%19.43%
Last Bear Market-13.02%-17.22%

Annual Total Return (%) History

Year
NWLSXCategory
2024
N/AN/A
2023
16.61%N/A
2022
-17.70%N/A
2021
13.29%N/A
2020
12.92%14.04%
2019
22.79%22.04%
2018
-7.94%-7.04%
2017
16.30%18.43%
2016
9.79%7.57%
2015
-1.98%-1.76%
2014
4.46%5.24%
2013
23.06%20.00%
2012
15.33%14.64%
2011
-3.52%-3.51%
2010
15.31%14.28%
2009
27.35%30.06%
2008
-34.84%-37.04%
2007
N/A7.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.29%0.83%5.73%N/A
20235.64%4.00%-3.45%9.94%
2022-6.47%-13.02%-5.98%7.61%
20213.69%5.57%-0.94%4.47%
2020-19.92%17.50%6.06%13.14%
201910.76%3.21%0.26%7.14%
2018-0.90%1.04%3.45%-11.13%
20174.64%2.86%3.66%4.24%
20160.85%2.11%4.08%2.44%
20152.74%-0.06%-7.65%3.37%
20141.66%4.12%-3.38%2.14%
20137.75%0.32%7.06%6.34%
201210.10%-3.30%5.53%2.65%
20114.83%0.03%-14.82%8.02%
20104.06%-9.69%12.19%9.37%
2009-10.80%18.14%15.99%4.18%
2008-6.79%-0.66%-11.16%-20.79%
2007-2.36%N/AN/AN/A

Rank In Category (By Total Return)

YTD86
1-Month69
3-Month80
1-Year77
3-Year85
5-Year85

Load Adjusted Returns

1-Year23.39%
3-Year4.01%
5-Year8.10%
10-Year7.13%