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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.
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Returns By Period
Nationwide Investor Destinations Aggressive Fund (NDAAX) has returned -3.36% so far this year and 15.57% over the past 12 months. Over the last ten years, NDAAX has returned 8.93% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Nationwide Investor Destinations Aggressive Fund
- 1D
- -0.11%
- 1M
- -8.16%
- YTD
- -3.36%
- 6M
- -0.35%
- 1Y
- 15.57%
- 3Y*
- 13.72%
- 5Y*
- 7.17%
- 10Y*
- 8.93%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 31, 2000, NDAAX's average daily return is +0.03%, while the average monthly return is +0.54%. At this rate, your investment would double in approximately 10.7 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +11.2%, while the worst month was Oct 2008 at -18.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, NDAAX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +10.6%, while the worst single day was Mar 16, 2020 at -12.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.13% | 2.03% | -8.16% | -3.36% | |||||||||
| 2025 | 3.22% | -0.97% | -4.00% | 0.00% | 5.08% | 3.93% | 0.62% | 2.89% | 2.58% | 1.27% | 0.77% | 1.04% | 17.35% |
| 2024 | -0.43% | 4.17% | 3.69% | -4.35% | 4.14% | 1.10% | 2.16% | 1.83% | 1.67% | -1.86% | 5.12% | -3.53% | 14.01% |
| 2023 | 7.50% | -2.92% | 1.51% | 0.68% | -1.13% | 6.05% | 3.58% | -2.62% | -4.30% | -3.25% | 8.58% | 6.24% | 20.48% |
| 2022 | -5.43% | -2.42% | 1.24% | -7.95% | 0.44% | -8.57% | 7.49% | -3.82% | -9.13% | 7.34% | 7.43% | -4.55% | -18.33% |
| 2021 | -0.21% | 2.93% | 2.64% | 4.06% | 1.33% | 0.94% | 0.56% | 2.22% | -4.08% | 4.82% | -2.79% | 3.92% | 17.16% |
Benchmark Metrics
Nationwide Investor Destinations Aggressive Fund has an annualized alpha of 0.34%, beta of 0.89, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since April 03, 2000.
- With beta of 0.89 and R² of 0.92, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.34%
- Beta
- 0.89
- R²
- 0.92
- Upside Capture
- 95.68%
- Downside Capture
- 97.15%
Expense Ratio
NDAAX has an expense ratio of 0.53%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NDAAX ranks 55 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Nationwide Investor Destinations Aggressive Fund (NDAAX) and compare them to a chosen benchmark (S&P 500 Index).
| NDAAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.90 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.39 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.40 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.88 | 6.61 | -0.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore NDAAX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Nationwide Investor Destinations Aggressive Fund provided a 11.06% dividend yield over the last twelve months, with an annual payout of $1.02 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.02 | $1.01 | $1.68 | $0.56 | $0.30 | $0.70 | $0.55 | $0.79 | $1.14 | $1.32 | $0.91 | $0.73 |
Dividend yield | 11.06% | 10.60% | 18.58% | 5.92% | 3.68% | 6.69% | 5.75% | 8.80% | 14.29% | 12.98% | 9.26% | 7.45% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.01 | $0.01 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.97 | $1.01 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $1.65 | $1.68 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.56 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.28 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
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.
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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 55.26%, occurring on Mar 9, 2009. Recovery took 968 trading sessions.
The current Nationwide Investor Destinations Aggressive Fund drawdown is 8.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.26% | Oct 10, 2007 | 355 | Mar 9, 2009 | 968 | Jan 10, 2013 | 1323 |
| -42.77% | Sep 5, 2000 | 525 | Oct 9, 2002 | 699 | Jul 20, 2005 | 1224 |
| -36.67% | Dec 23, 2019 | 62 | Mar 23, 2020 | 161 | Nov 9, 2020 | 223 |
| -29.5% | Dec 27, 2021 | 193 | Sep 30, 2022 | 369 | Mar 21, 2024 | 562 |
| -18.77% | May 22, 2015 | 183 | Feb 11, 2016 | 208 | Dec 7, 2016 | 391 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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