Nationwide Investor Destinations Moderately Aggressive Fund (NDMAX)
The investment seeks to maximize total investment return for a moderately aggressive level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. Through investments in the underlying funds, the fund invests a significant portion of its assets in equity securities, such as common stocks of U.S. and international companies, including smaller companies, and a smaller portion in bonds.
Fund Info
US63867T6507
63867T650
Mar 29, 2000
$2,000
Large-Cap
Blend
Expense Ratio
NDMAX has an expense ratio of 0.52%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Nationwide Investor Destinations Moderately Aggressive Fund (NDMAX) returned 2.87% year-to-date (YTD) and 9.56% over the past 12 months. Over the past 10 years, NDMAX returned 7.09% annually, underperforming the S&P 500 benchmark at 10.84%.
NDMAX
2.87%
4.25%
-0.12%
9.56%
8.62%
9.93%
7.09%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of NDMAX, 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 | 2.76% | -0.54% | -3.34% | -0.00% | 4.13% | 2.87% | |||||||
| 2024 | 0.00% | 3.20% | 3.20% | -4.00% | 3.75% | 1.14% | 2.19% | 1.75% | 1.67% | -1.88% | 4.41% | -3.35% | 12.30% |
| 2023 | 6.85% | -2.87% | 1.71% | 0.67% | -1.00% | 4.97% | 3.00% | -2.39% | -3.83% | -2.99% | 7.99% | 5.32% | 17.79% |
| 2022 | -4.95% | -2.36% | 0.70% | -7.30% | 0.22% | -7.50% | 6.64% | -3.50% | -8.28% | 5.81% | 6.78% | -4.00% | -17.78% |
| 2021 | -0.20% | 2.33% | 1.98% | 3.79% | 1.03% | 1.11% | 0.55% | 1.91% | -3.60% | 4.18% | -2.32% | 3.32% | 14.69% |
| 2020 | -1.18% | -6.64% | -15.05% | 9.62% | 5.01% | 2.91% | 4.41% | 4.78% | -2.57% | -0.45% | 9.71% | 4.44% | 12.85% |
| 2019 | 7.15% | 2.45% | 1.28% | 3.01% | -5.10% | 5.85% | 0.31% | -1.87% | 1.69% | 2.19% | 2.25% | 3.02% | 23.95% |
| 2018 | 4.18% | -3.74% | -0.88% | 0.10% | 1.15% | -0.37% | 2.29% | 1.03% | 0.07% | -6.84% | 1.39% | -6.75% | -8.68% |
| 2017 | 1.79% | 2.15% | 0.78% | 1.33% | 1.22% | 0.64% | 1.94% | 0.09% | 2.10% | 1.60% | 1.84% | 0.93% | 17.68% |
| 2016 | -4.47% | -0.52% | 6.10% | 1.28% | 0.68% | 0.01% | 3.40% | 0.38% | 0.43% | -1.96% | 1.91% | 2.10% | 9.34% |
| 2015 | -0.89% | 4.24% | -0.65% | 0.96% | 0.43% | -1.66% | 0.62% | -5.24% | -2.72% | 5.50% | -0.18% | -2.16% | -2.20% |
| 2014 | -2.64% | 4.18% | 0.05% | 0.26% | 1.56% | 1.88% | -2.35% | 2.49% | -3.02% | 1.91% | 1.02% | -0.85% | 4.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NDMAX is 53, indicating average performance compared to other mutual funds on our website. Here’s 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 Aggressive Fund (NDMAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Nationwide Investor Destinations Moderately Aggressive Fund provided a 15.74% dividend yield over the last twelve months, with an annual payout of $1.47 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 | $1.47 | $1.47 | $0.59 | $0.33 | $0.62 | $0.56 | $1.10 | $1.23 | $1.30 | $0.95 | $0.87 | $0.66 |
Dividend yield | 15.74% | 16.20% | 6.32% | 3.87% | 5.83% | 5.68% | 11.82% | 14.62% | 12.31% | 9.49% | 8.60% | 5.88% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.27 | $0.56 |
| 2019 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $1.02 | $1.10 |
| 2018 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $1.14 | $1.23 |
| 2017 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $1.20 | $1.30 |
| 2016 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.86 | $0.95 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.78 | $0.87 |
| 2014 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.58 | $0.66 |
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 52.67%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current Nationwide Investor Destinations Moderately Aggressive Fund drawdown is 1.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.67% | Oct 16, 2007 | 350 | Mar 9, 2009 | 1007 | Mar 11, 2013 | 1357 |
| -32.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 114 | Sep 2, 2020 | 137 |
| -25.1% | Nov 9, 2021 | 225 | Sep 30, 2022 | 359 | Mar 7, 2024 | 584 |
| -21.06% | May 28, 2002 | 95 | Oct 10, 2002 | 234 | Sep 17, 2003 | 329 |
| -17.09% | Jan 29, 2018 | 229 | Dec 24, 2018 | 130 | Jul 2, 2019 | 359 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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