- ISIN
- US63867T6507
- CUSIP
- 63867T650
- Issuer
- Nationwide
- Inception Date
- Mar 29, 2000
- Category
- Diversified Portfolio
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
NDMAX Performance Chart
Nationwide Investor Destinations Moderately Aggressive Fund (NDMAX) is up 10.4% since the beginning of the year. NDMAX is currently trading at $11 per share. Investors who bought $1,000 worth of NDMAX shares 5 years ago would now be looking at an investment worth $1,456.
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Returns By Period
Nationwide Investor Destinations Moderately Aggressive Fund (NDMAX) has returned 10.44% so far this year and 24.19% over the past 12 months. Over the last ten years, NDMAX has returned 9.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Nationwide Investor Destinations Moderately Aggressive Fund
- 1D
- 0.28%
- 1M
- 3.51%
- YTD
- 10.44%
- 6M
- 11.79%
- 1Y
- 24.19%
- 3Y*
- 16.36%
- 5Y*
- 7.81%
- 10Y*
- 9.09%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
NDMAX Monthly Returns History
Based on dividend-adjusted daily data since Mar 31, 2000, NDMAX's average daily return is +0.03%, while the average monthly return is +0.54%. At this rate, an investment would double in approximately 10.7 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +9.7%, while the worst month was Oct 2008 at -15.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.
On a daily basis, NDMAX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -10.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.81% | 2.02% | -5.11% | 7.21% | 3.22% | 0.28% | 10.44% | ||||||
| 2025 | 2.76% | -0.54% | -3.34% | 0.00% | 4.13% | 3.65% | 0.41% | 2.68% | 2.36% | 1.28% | 0.68% | 1.03% | 15.92% |
| 2024 | -0.32% | 3.20% | 3.20% | -4.00% | 3.75% | 1.13% | 2.19% | 1.75% | 1.67% | -1.88% | 4.41% | -3.17% | 12.14% |
| 2023 | 6.85% | -2.87% | 1.71% | 0.67% | -1.00% | 4.97% | 3.00% | -2.39% | -3.83% | -2.99% | 7.99% | 5.66% | 18.16% |
| 2022 | -4.95% | -2.36% | 0.70% | -7.30% | 0.22% | -7.50% | 6.64% | -3.50% | -8.28% | 5.81% | 6.78% | -3.99% | -17.78% |
| 2021 | -0.20% | 2.33% | 1.98% | 3.79% | 1.03% | 1.11% | 0.55% | 1.91% | -3.59% | 4.18% | -2.32% | 3.31% | 14.69% |
Benchmark Metrics
Nationwide Investor Destinations Moderately Aggressive Fund has an annualized alpha of 0.74%, beta of 0.75, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since April 03, 2000.
- This fund participated in 84.19% of S&P 500 Index downside but only 80.67% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.74%
- Beta
- 0.75
- R²
- 0.92
- Upside Capture
- 80.67%
- Downside Capture
- 84.19%
Expense Ratio
NDMAX has an expense ratio of 0.52%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NDMAX ranks 67 for risk / return — better than 67% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Nationwide Investor Destinations Moderately Aggressive Fund (NDMAX) and compare them to S&P 500 Index.
| NDMAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 2.39 | +0.01 |
Sortino ratioReturn per unit of downside risk | 3.41 | 3.25 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.43 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.17 | 3.11 | +0.06 |
Martin ratioReturn relative to average drawdown | 13.60 | 14.38 | -0.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Nationwide Investor Destinations Moderately Aggressive Fund provided a 8.45% dividend yield over the last twelve months, with an annual payout of $0.90 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.90 | $0.89 | $1.47 | $0.59 | $0.33 | $0.62 | $0.56 | $0.77 | $1.23 | $1.12 | $0.83 | $0.79 |
Dividend yield | 8.45% | 9.28% | 16.19% | 6.30% | 3.88% | 5.83% | 5.68% | 8.26% | 14.63% | 10.61% | 8.26% | 7.82% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Investor Destinations Moderately 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.86 | $0.89 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $1.45 | $1.47 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.59 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.30 | $0.33 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.62 | $0.62 |
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 Moderately 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 Moderately Aggressive Fund was 47.85%, occurring on Mar 9, 2009. Recovery took 541 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -47.85%Mar 2009 | 1y 4mo | 2y 1mo | 3y 6moNov 2007 - Apr 2011 |
Dot-com crash2000–2002 | -35.42%Oct 2002 | 2y 1mo | 2y 1mo | 4y 3moSep 2000 - Dec 2004 |
COVID crash2020 | -33.00%Mar 2020 | 3mo 1d | 5mo 13d | 8mo 14dDec 2019 - Sep 2020 |
Bear market2022 | -27.51%Sep 2022 | 9mo 7d | 1y 9mo | 2y 6moDec 2021 - Jul 2024 |
2011 correction2011 | -18.41%Oct 2011 | 5mo 4d | 5mo 25d | 10mo 29dMay 2011 - Mar 2012 |
Drawdown Indicators
| NDMAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.85% | -56.78% | +8.93% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -9.10% | +1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -13.33% | -18.90% | +5.57% |
Max Drawdown (5Y)Largest decline over 5 years | -27.51% | -25.43% | -2.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.00% | -33.92% | +0.92% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -10.72% | +2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.97% | -0.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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