- ISIN
- US63867N5968
- 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
NWLSX Performance Chart
Nationwide Destination 2035 Fund (NWLSX) is up 7.5% since the beginning of the year. NWLSX is currently trading at $10 per share. Investors who bought $1,000 worth of NWLSX shares 5 years ago would now be looking at an investment worth $1,363.
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Returns By Period
Nationwide Destination 2035 Fund (NWLSX) has returned 7.50% so far this year and 16.19% over the past 12 months. Over the last ten years, NWLSX has returned 8.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Nationwide Destination 2035 Fund
- 1D
- 1.51%
- 1M
- -0.10%
- 6M
- 5.48%
- YTD
- 7.50%
- 1Y
- 16.19%
- 3Y*
- 12.64%
- 5Y*
- 6.39%
- 10Y*
- 8.09%
- ALL TIME*
- 6.26%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
NWLSX Monthly Returns History
Based on dividend-adjusted daily data since Aug 30, 2007, NWLSX's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +10.6%, while the worst month was Oct 2008 at -18.3%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, NWLSX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -9.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.91% | 1.25% | -4.73% | 6.48% | 3.14% | -0.23% | -0.20% | 7.50% | |||||
| 2025 | 2.39% | 0.33% | -2.66% | 0.46% | 3.62% | 3.34% | 0.42% | 2.43% | 2.26% | 1.31% | 0.60% | 0.72% | 16.16% |
| 2024 | -0.33% | 2.42% | 2.80% | -3.66% | 3.47% | 1.14% | 2.18% | 1.83% | 1.61% | -2.17% | 3.63% | -2.85% | 10.17% |
| 2023 | 6.59% | -2.81% | 1.97% | 0.68% | -1.01% | 4.36% | 2.52% | -2.13% | -3.77% | -2.61% | 7.45% | 5.40% | 17.00% |
| 2022 | -4.54% | -2.23% | 0.21% | -7.02% | 0.33% | -6.77% | 6.19% | -3.59% | -8.16% | 5.07% | 6.51% | -3.84% | -17.70% |
| 2021 | -0.20% | 2.00% | 1.86% | 3.37% | 1.02% | 1.10% | 0.64% | 1.63% | -3.15% | 3.60% | -1.96% | 2.89% | 13.33% |
Benchmark Metrics
Nationwide Destination 2035 Fund has an annualized alpha of -0.92%, beta of 0.79, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since August 30, 2007.
- This fund participated in 89.45% of S&P 500 Index downside but only 78.37% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.92%
- Beta
- 0.79
- R²
- 0.90
- Upside Capture
- 78.37%
- Downside Capture
- 89.45%
Expense Ratio
NWLSX has an expense ratio of 0.38%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NWLSX ranks 62 for risk / return — above 62% of mutual funds peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Nationwide Destination 2035 Fund (NWLSX) 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.
| NWLSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 2.00 | +0.17 |
| Martin ratioReturn relative to average drawdown | 9.41 | 8.49 | +0.92 |
Dividends
Dividend History
Nationwide Destination 2035 Fund provided a 7.80% dividend yield over the last twelve months, with an annual payout of $0.79 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.79 | $0.79 | $1.24 | $0.64 | $0.18 | $1.00 | $0.59 | $0.66 | $0.96 | $0.80 | $0.64 | $0.51 |
Dividend yield | 7.80% | 8.36% | 14.07% | 7.04% | 2.15% | 9.62% | 5.85% | 6.95% | 11.27% | 7.78% | 6.64% | 5.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Destination 2035 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 | $0.03 | $0.00 | $0.03 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.74 | $0.79 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $1.20 | $1.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.64 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.15 | $0.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.97 | $1.00 |
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 2035 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 2035 Fund was 52.58%, occurring on Mar 9, 2009. Recovery took 889 trading sessions.
The current Nationwide Destination 2035 Fund drawdown is 0.82%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-52.58%Mar 2009 | 1y 4mo | 3y 6mo | 4y 10moNov 2007 - Sep 2012 | Financial crisis2007–2009 |
-30.59%Mar 2020 | 3mo 1d | 5mo 13d | 8mo 14dDec 2019 - Sep 2020 | COVID crash2020 |
-29.54%Oct 2022 | 9mo 21d | 2y 25d | 2y 10moDec 2021 - Nov 2024 | Bear market2022 |
-17.07%Feb 2016 | 8mo 25d | 9mo 29d | 1y 6moMay 2015 - Dec 2016 | — |
-14.59%Dec 2018 | 10mo 29d | 5mo 28d | 1y 4moJan 2018 - Jun 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| NWLSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.58% | -56.78% | +4.20% |
Max Drawdown (1Y)Largest decline over 1 year | -6.97% | -9.10% | +2.13% |
Max Drawdown (3Y)Largest decline over 3 years | -10.73% | -18.90% | +8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -29.54% | -25.43% | -4.11% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -33.92% | +3.33% |
Current DrawdownCurrent decline from peak | -0.82% | -1.58% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -8.51% | -10.70% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 2.14% | -0.53% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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