Nationwide Investor Destinations Aggressive Fund (NDAAX)
The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. Each underlying fund invests directly in equity or other securities, as appropriate to its investment objective and strategies.
Fund Info
US63867T8586
63867T858
Mar 29, 2000
$2,000
Large-Cap
Blend
Expense Ratio
NDAAX features an expense ratio of 0.53%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nationwide Investor Destinations Aggressive 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 Aggressive Fund had a return of 4.88% year-to-date (YTD) and 0.58% in the last 12 months. Over the past 10 years, Nationwide Investor Destinations Aggressive Fund had an annualized return of 0.88%, while the S&P 500 had an annualized return of 11.29%, indicating that Nationwide Investor Destinations Aggressive Fund did not perform as well as the benchmark.
NDAAX
4.88%
2.60%
-7.34%
0.58%
3.62%
0.88%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of NDAAX, 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 | 3.22% | 4.88% | |||||||||||
2024 | -0.11% | 4.17% | 3.69% | -4.35% | 4.14% | 1.10% | 2.16% | 1.83% | 1.67% | -1.86% | 5.12% | -17.04% | -1.65% |
2023 | 7.50% | -2.93% | 1.51% | 0.68% | -1.13% | 6.06% | 3.58% | -2.62% | -4.30% | -3.25% | 8.58% | 1.52% | 15.13% |
2022 | -5.43% | -2.42% | 1.24% | -7.95% | 0.44% | -8.57% | 7.49% | -3.82% | -9.13% | 7.34% | 7.43% | -7.08% | -20.50% |
2021 | -0.21% | 2.93% | 2.65% | 4.06% | 1.33% | 0.94% | 0.56% | 2.22% | -4.08% | 4.82% | -2.79% | 1.00% | 13.88% |
2020 | -1.56% | -7.93% | -16.85% | 10.80% | 5.61% | 3.03% | 4.78% | 5.50% | -2.98% | -0.47% | 11.18% | 5.14% | 13.37% |
2019 | 8.24% | 2.77% | 1.19% | 3.44% | -6.12% | 6.51% | 0.11% | -2.37% | 2.03% | 2.49% | 2.54% | -4.38% | 16.68% |
2018 | 4.71% | -4.03% | -1.02% | 0.10% | 1.18% | -0.43% | 2.55% | 1.05% | 0.00% | -7.98% | 1.86% | -17.52% | -19.63% |
2017 | 2.05% | 2.40% | 0.95% | 1.36% | 1.34% | 0.79% | 2.16% | 0.09% | 2.24% | 1.89% | 1.95% | -10.01% | 6.74% |
2016 | -5.20% | -0.75% | 6.81% | 1.32% | 0.90% | -0.31% | 3.90% | 0.48% | 0.48% | -2.20% | 2.54% | -5.73% | 1.57% |
2015 | -1.28% | 4.92% | -0.67% | 0.98% | 0.62% | -1.70% | 0.54% | -5.80% | -3.20% | 6.08% | -0.00% | -8.60% | -8.66% |
2014 | -3.06% | 4.64% | 0.04% | 0.09% | 1.68% | 2.17% | -2.65% | 2.72% | -3.36% | 2.13% | 1.13% | 0.45% | 5.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NDAAX is 6, meaning it’s performing worse than 94% 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 Aggressive Fund (NDAAX) 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 Aggressive Fund provided a 2.40% dividend yield over the last twelve months, with an annual payout of $0.23 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 | $0.23 | $0.23 | $0.16 | $0.08 | $0.40 | $0.55 | $0.40 | $0.22 | $0.26 | $0.19 | $0.17 | $0.85 |
Dividend yield | 2.40% | 2.52% | 1.65% | 0.97% | 3.85% | 5.75% | 4.44% | 2.73% | 2.56% | 1.98% | 1.70% | 7.75% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Investor Destinations Aggressive 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 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.20 | $0.23 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.16 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.06 | $0.08 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.26 | $0.55 |
2019 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.33 | $0.40 |
2018 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.15 | $0.22 |
2017 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.19 | $0.26 |
2016 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.12 | $0.19 |
2015 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.08 | $0.17 |
2014 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.77 | $0.85 |
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 Aggressive 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 Aggressive Fund was 59.65%, occurring on Mar 9, 2009. Recovery took 1140 trading sessions.
The current Nationwide Investor Destinations Aggressive Fund drawdown is 13.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-59.65% | Oct 16, 2007 | 350 | Mar 9, 2009 | 1140 | Sep 18, 2013 | 1490 |
-45.3% | Dec 19, 2017 | 567 | Mar 23, 2020 | 223 | Feb 9, 2021 | 790 |
-28.88% | Nov 9, 2021 | 225 | Sep 30, 2022 | 494 | Sep 19, 2024 | 719 |
-25.65% | May 28, 2002 | 95 | Oct 10, 2002 | 248 | Oct 7, 2003 | 343 |
-23.21% | May 22, 2015 | 183 | Feb 11, 2016 | 413 | Oct 2, 2017 | 596 |
Volatility
Volatility Chart
The current Nationwide Investor Destinations Aggressive Fund volatility is 2.96%, 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.