- ISIN
- US63867N6610
- Issuer
- Nationwide
- Inception Date
- Aug 28, 2007
- Category
- Target Retirement Date
- Min. Investment
- $50,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
NWISX Performance Chart
Nationwide Destination 2030 Fund (NWISX) is up 6.7% since the beginning of the year. NWISX is currently trading at $9 per share. Investors who bought $1,000 worth of NWISX shares 5 years ago would now be looking at an investment worth $1,331.
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Returns By Period
Nationwide Destination 2030 Fund (NWISX) has returned 6.72% so far this year and 17.10% over the past 12 months. Over the last ten years, NWISX has returned 7.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Nationwide Destination 2030 Fund
- 1D
- 0.68%
- 1M
- 1.25%
- YTD
- 6.72%
- 6M
- 6.67%
- 1Y
- 17.10%
- 3Y*
- 12.10%
- 5Y*
- 5.89%
- 10Y*
- 7.55%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
NWISX Monthly Returns History
Based on dividend-adjusted daily data since Aug 30, 2007, NWISX'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, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +9.9%, while the worst month was Oct 2008 at -17.7%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, NWISX closed higher 50% of trading days. The best single day was Dec 23, 2021 with a return of +9.4%, while the worst single day was Oct 15, 2008 at -7.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.67% | 1.17% | -4.16% | 5.45% | 2.53% | 0.11% | 6.72% | ||||||
| 2025 | 2.16% | 0.62% | -2.15% | 0.51% | 2.90% | 3.00% | 0.36% | 2.02% | 2.09% | 1.26% | 0.56% | 0.52% | 14.63% |
| 2024 | -0.24% | 1.84% | 2.41% | -3.41% | 3.16% | 1.20% | 1.99% | 1.72% | 1.59% | -2.11% | 3.06% | -2.53% | 8.73% |
| 2023 | 6.03% | -2.72% | 2.03% | 0.75% | -0.99% | 3.53% | 2.06% | -1.90% | -3.40% | -2.38% | 6.79% | 5.03% | 15.11% |
| 2022 | -4.13% | -1.99% | -0.34% | -6.44% | 0.36% | -6.02% | 5.52% | -3.28% | -7.56% | 4.09% | 6.02% | -3.36% | -16.85% |
| 2021 | -0.21% | 1.50% | 1.39% | 3.03% | 0.91% | 1.05% | 0.70% | 1.38% | -2.75% | 3.01% | -1.66% | 2.44% | 11.16% |
Benchmark Metrics
Nationwide Destination 2030 Fund has an annualized alpha of -0.76%, beta of 0.71, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since August 30, 2007.
- This fund participated in 82.95% of S&P 500 Index downside but only 70.62% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.76%
- Beta
- 0.71
- R²
- 0.88
- Upside Capture
- 70.62%
- Downside Capture
- 82.95%
Expense Ratio
NWISX has an expense ratio of 0.38%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NWISX ranks 63 for risk / return — better than 63% 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 Destination 2030 Fund (NWISX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NWISX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 2.78 | 0.00 |
| Martin ratioReturn relative to average drawdown | 12.49 | 12.44 | +0.05 |
Dividends
Dividend History
Nationwide Destination 2030 Fund provided a 6.80% dividend yield over the last twelve months, with an annual payout of $0.61 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.63 | $1.02 | $0.60 | $0.23 | $0.91 | $0.50 | $0.55 | $0.93 | $0.76 | $0.63 | $0.46 |
Dividend yield | 6.80% | 7.48% | 13.04% | 7.29% | 3.01% | 9.66% | 5.40% | 6.21% | 11.67% | 7.96% | 7.01% | 5.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Destination 2030 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 | $0.00 | $0.00 | $0.00 | $0.01 | ||||||
| 2025 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.58 | $0.63 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.98 | $1.02 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.56 | $0.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.20 | $0.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.88 | $0.91 |
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 Destination 2030 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 2030 Fund was 49.97%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.
The current Nationwide Destination 2030 Fund drawdown is 0.22%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -49.97%Mar 2009 | 1y 4mo | 2y 1mo | 3y 5moNov 2007 - Apr 2011 |
Bear market2022 | -28.31%Oct 2022 | 9mo 21d | 2y 7mo | 3y 5moDec 2021 - Jun 2025 |
COVID crash2020 | -26.30%Mar 2020 | 3mo 1d | 5mo 6d | 8mo 7dDec 2019 - Aug 2020 |
2011 correction2011 | -18.58%Oct 2011 | 5mo 4d | 11mo 15d | 1y 4moMay 2011 - Sep 2012 |
2016 correction2016 | -15.97%Feb 2016 | 8mo 25d | 9mo 29d | 1y 6moMay 2015 - Dec 2016 |
Drawdown Indicators
| NWISX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -56.78% | +6.81% |
Max Drawdown (1Y)Largest decline over 1 year | -6.12% | -9.10% | +2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -8.79% | -18.90% | +10.11% |
Max Drawdown (5Y)Largest decline over 5 years | -28.31% | -25.43% | -2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -28.31% | -33.92% | +5.61% |
Current DrawdownCurrent decline from peak | -0.22% | -1.80% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -10.71% | +2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 2.03% | -0.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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