Nationwide Investor Destinations Moderately Conservative Fund (NADCX)
The investment seeks to maximize total investment return for a moderately conservative level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It also invests in many underlying funds that are not index funds. 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, as well as a fixed interest contract issued by Nationwide Life Insurance Company.
Fund Info
US63867T5855
63867T585
Mar 29, 2000
$2,000
Large-Cap
Blend
Expense Ratio
NADCX features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nationwide Investor Destinations Moderately Conservative Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Nationwide Investor Destinations Moderately Conservative Fund had a return of 2.46% year-to-date (YTD) and 2.92% in the last 12 months. Over the past 10 years, Nationwide Investor Destinations Moderately Conservative Fund had an annualized return of 1.67%, while the S&P 500 had an annualized return of 11.29%, indicating that Nationwide Investor Destinations Moderately Conservative Fund did not perform as well as the benchmark.
NADCX
2.46%
1.48%
-3.45%
2.92%
2.05%
1.67%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of NADCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.61% | 2.46% | |||||||||||
| 2024 | 0.00% | 1.05% | 1.97% | -3.15% | 2.72% | 1.03% | 2.13% | 1.49% | 1.49% | -2.12% | 2.86% | -8.23% | 0.65% |
| 2023 | 4.78% | -2.33% | 1.87% | 0.53% | -0.85% | 2.37% | 1.47% | -1.34% | -2.89% | -1.95% | 5.52% | 2.36% | 9.52% |
| 2022 | -3.43% | -1.54% | -0.58% | -5.20% | 0.21% | -4.61% | 4.34% | -2.71% | -5.79% | 2.50% | 4.66% | -3.52% | -15.19% |
| 2021 | -0.19% | 0.68% | 0.67% | 2.29% | 0.65% | 0.90% | 0.64% | 1.01% | -2.19% | 2.23% | -1.00% | 1.37% | 7.22% |
| 2020 | 0.10% | -3.15% | -8.35% | 5.73% | 2.93% | 1.83% | 2.80% | 2.32% | -1.34% | -0.31% | 5.21% | 2.43% | 9.78% |
| 2019 | 4.10% | 1.49% | 1.09% | 1.77% | -2.45% | 3.47% | 0.31% | -0.41% | 0.83% | 1.32% | 1.20% | -0.51% | 12.74% |
| 2018 | 1.86% | -2.21% | -0.36% | 0.10% | 0.69% | -0.06% | 1.38% | 0.68% | 0.01% | -3.79% | 0.81% | -8.54% | -9.46% |
| 2017 | 0.81% | 1.41% | 0.29% | 0.79% | 0.79% | 0.31% | 0.98% | 0.19% | 1.05% | 0.86% | 1.05% | -3.02% | 5.57% |
| 2016 | -1.73% | -0.00% | 3.42% | 0.81% | 0.40% | 0.71% | 1.79% | 0.10% | 0.16% | -1.07% | 0.49% | -2.15% | 2.83% |
| 2015 | 0.10% | 1.83% | -0.24% | 0.38% | 0.19% | -1.11% | 0.48% | -2.58% | -1.14% | 2.88% | -0.19% | -4.43% | -3.96% |
| 2014 | -0.77% | 2.15% | 0.14% | 0.48% | 1.14% | 0.97% | -1.21% | 1.51% | -1.80% | 1.23% | 0.75% | 0.46% | 5.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NADCX is 14, meaning it’s performing worse than 86% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nationwide Investor Destinations Moderately Conservative Fund (NADCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nationwide Investor Destinations Moderately Conservative Fund provided a 3.24% dividend yield over the last twelve months, with an annual payout of $0.31 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.31 | $0.31 | $0.29 | $0.16 | $0.31 | $0.43 | $0.34 | $0.22 | $0.23 | $0.21 | $0.17 | $0.52 |
Dividend yield | 3.24% | 3.32% | 3.00% | 1.72% | 2.83% | 4.17% | 3.46% | 2.47% | 2.27% | 2.13% | 1.68% | 5.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Investor Destinations Moderately Conservative Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.24 | $0.31 |
| 2023 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.22 | $0.29 |
| 2022 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.10 | $0.16 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.26 | $0.31 |
| 2020 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.43 |
| 2019 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.22 | $0.34 |
| 2018 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.10 | $0.22 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.23 |
| 2016 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.21 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.17 |
| 2014 | $0.01 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.43 | $0.52 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Nationwide Investor Destinations Moderately Conservative Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Nationwide Investor Destinations Moderately Conservative Fund was 28.55%, occurring on Mar 9, 2009. Recovery took 470 trading sessions.
The current Nationwide Investor Destinations Moderately Conservative Fund drawdown is 6.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.55% | Dec 27, 2007 | 300 | Mar 9, 2009 | 470 | Jan 18, 2011 | 770 |
| -19.34% | Nov 10, 2021 | 234 | Oct 14, 2022 | 487 | Sep 24, 2024 | 721 |
| -19.1% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -14.52% | Dec 19, 2017 | 255 | Dec 24, 2018 | 246 | Dec 16, 2019 | 501 |
| -10.41% | Apr 27, 2015 | 202 | Feb 11, 2016 | 328 | Jun 1, 2017 | 530 |
Volatility
Volatility Chart
The current Nationwide Investor Destinations Moderately Conservative Fund volatility is 1.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.