Nasdaq - Delayed Quote USD
Nationwide Destination 2035 Instl Svc (NWLSX)
At close: October 25 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.69% |
| 5y Average Return | 7.43% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 25, 2024) | 27.35% |
| Worst 1Y Total Return (Oct 25, 2024) | -- |
| Best 3Y Total Return | 27.35% |
| Worst 3Y Total Return | 1.73% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NWLSX
Category
- YTD
- 12.23%
- 9.49%
- 1-Month
- 1.61%
- 1.04%
- 3-Month
- 5.73%
- 5.73%
- 1-Year
- 23.39%
- 29.95%
- 3-Year
- 4.01%
- 12.29%
- 5-Year
- 8.10%
- 12.13%
- 10-Year
- 7.13%
- 9.24%
- Last Bull Market
- 18.85%
- 19.43%
- Last Bear Market
- -13.02%
- -17.22%
Annual Total Return (%) History
Year
NWLSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.29% | 0.83% | 5.73% | -- |
| 2023 | 5.64% | 4.00% | -3.45% | 9.94% |
| 2022 | -6.47% | -13.02% | -5.98% | 7.61% |
| 2021 | 3.69% | 5.57% | -0.94% | 4.47% |
| 2020 | -19.92% | 17.50% | 6.06% | 13.14% |
| 2019 | 10.76% | 3.21% | 0.26% | 7.14% |
| 2018 | -0.90% | 1.04% | 3.45% | -11.13% |
| 2017 | 4.64% | 2.86% | 3.66% | 4.24% |
| 2016 | 0.85% | 2.11% | 4.08% | 2.44% |
| 2015 | 2.74% | -0.06% | -7.65% | 3.37% |
| 2014 | 1.66% | 4.12% | -3.38% | 2.14% |
| 2013 | 7.75% | 0.32% | 7.06% | 6.34% |
| 2012 | 10.10% | -3.30% | 5.53% | 2.65% |
| 2011 | 4.83% | 0.03% | -14.82% | 8.02% |
| 2010 | 4.06% | -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% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 69 |
| 3-Month | 80 |
| 1-Year | 77 |
| 3-Year | 85 |
| 5-Year | 85 |
Load Adjusted Returns
| 1-Year | 23.39% |
| 3-Year | 4.01% |
| 5-Year | 8.10% |
| 10-Year | 7.13% |
Performance & Risk
| YTD Return | 10.69% |
| 5y Average Return | 7.43% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2035 |
| Fund Family | Nationwide |
| Net Assets | 212.94M |
| YTD Return | 12.23% |
| Yield | 2.28% |
| 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 2035. The fund allocates approximately 52% of its net assets in U.S. stocks (including smaller company stocks), approximately 19% in international stocks, and approximately 29% in bonds (including mortgage-backed and asset-backed securities).
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