Nationwide Destination 2055 Fund (NTDSX)
The investment seeks capital appreciation and income consistent with its current asset allocation. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2055. The fund allocates approximately 63% of its net assets in U.S. stocks (including smaller company stocks), approximately 29% in international stocks, and approximately 8% to bonds.
Fund Info
US63867N1660
Dec 26, 2010
$50,000
Large-Cap
Blend
Expense Ratio
NTDSX features an expense ratio of 0.38%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nationwide Destination 2055 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 Destination 2055 Fund had a return of 5.05% year-to-date (YTD) and 3.28% in the last 12 months. Over the past 10 years, Nationwide Destination 2055 Fund had an annualized return of 3.31%, while the S&P 500 had an annualized return of 11.31%, indicating that Nationwide Destination 2055 Fund did not perform as well as the benchmark.
NTDSX
5.05%
2.95%
-5.00%
3.28%
4.03%
3.31%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of NTDSX, 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 | 3.16% | 5.05% | |||||||||||
| 2024 | -0.07% | 3.78% | 3.50% | -4.27% | 4.18% | 1.14% | 2.19% | 2.08% | 1.63% | -2.13% | 4.63% | -14.41% | 0.57% |
| 2023 | 7.70% | -2.98% | 1.78% | 0.80% | -1.18% | 5.71% | 3.33% | -2.64% | -4.14% | -3.14% | 8.52% | 2.71% | 16.57% |
| 2022 | -5.29% | -2.47% | 1.01% | -8.03% | 0.47% | -8.22% | 7.46% | -3.86% | -9.35% | 6.79% | 7.55% | -6.44% | -20.38% |
| 2021 | -0.14% | 2.75% | 2.46% | 3.98% | 1.19% | 1.11% | 0.58% | 2.12% | -3.83% | 4.71% | -2.50% | -0.75% | 11.93% |
| 2020 | -1.22% | -7.44% | -16.32% | 10.70% | 5.24% | 3.00% | 4.67% | 5.33% | -2.87% | -0.65% | 11.01% | 4.81% | 13.66% |
| 2019 | 7.89% | 2.73% | 1.20% | 3.25% | -5.84% | 6.40% | 0.22% | -2.10% | 2.01% | 2.41% | 2.57% | -2.77% | 18.60% |
| 2018 | 4.44% | -4.12% | -0.98% | 0.29% | 1.37% | -0.28% | 2.73% | 1.33% | -0.02% | -7.53% | 1.72% | -14.26% | -15.64% |
| 2017 | 1.95% | 2.40% | 0.81% | 1.32% | 1.07% | 0.85% | 1.81% | -0.22% | 2.40% | 1.89% | 2.14% | -1.66% | 15.69% |
| 2016 | -5.47% | -0.71% | 6.95% | 1.18% | 1.16% | -0.34% | 3.89% | 0.40% | 0.48% | -2.45% | 3.32% | -2.70% | 5.24% |
| 2015 | -1.33% | 5.15% | -0.62% | 0.91% | 0.83% | -1.64% | 0.84% | -6.05% | -3.31% | 6.42% | 0.31% | -6.40% | -5.55% |
| 2014 | -3.10% | 4.80% | 0.07% | 0.08% | 1.60% | 2.38% | -2.80% | 2.88% | -3.57% | 2.22% | 1.20% | -4.24% | 1.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NTDSX is 11, meaning it’s performing worse than 89% 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 Destination 2055 Fund (NTDSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nationwide Destination 2055 Fund provided a 2.56% dividend yield over the last twelve months, with an annual payout of $0.36 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 | $0.36 | $0.36 | $0.26 | $0.08 | $0.58 | $0.92 | $0.64 | $0.26 | $0.26 | $0.23 | $0.21 | $0.25 |
Dividend yield | 2.56% | 2.69% | 1.94% | 0.66% | 3.88% | 6.67% | 4.90% | 2.26% | 1.83% | 1.84% | 1.77% | 1.98% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Destination 2055 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 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.30 | $0.36 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.04 | $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 | $0.58 | $0.58 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.41 | $0.92 |
| 2019 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.52 | $0.64 |
| 2018 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.14 | $0.26 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.16 | $0.26 |
| 2016 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.13 | $0.23 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.10 | $0.21 |
| 2014 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.16 | $0.25 |
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 Destination 2055 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 Destination 2055 Fund was 36.88%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.
The current Nationwide Destination 2055 Fund drawdown is 10.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.88% | Jan 29, 2018 | 541 | Mar 23, 2020 | 165 | Nov 13, 2020 | 706 |
| -29.96% | Nov 9, 2021 | 225 | Sep 30, 2022 | 497 | Sep 24, 2024 | 722 |
| -21.54% | May 2, 2011 | 108 | Oct 3, 2011 | 239 | Sep 14, 2012 | 347 |
| -21.3% | May 22, 2015 | 183 | Feb 11, 2016 | 310 | May 5, 2017 | 493 |
| -15.76% | Dec 5, 2024 | 24 | Jan 10, 2025 | — | — | — |
Volatility
Volatility Chart
The current Nationwide Destination 2055 Fund volatility is 2.87%, 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.