Nationwide Destination 2060 Fund (NWWVX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWWVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWWVX
NWWVX charges 0.38% annually. There are 301 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | NWWVX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | NWWVX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | NWWVX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | NWWVX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | NWWVX vs LTRIX |
Best Risk-Adjusted Alternatives to NWWVX
NWWVX has a PortfoliosLab risk / return rank of 63. There are 430 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | NWWVX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | NWWVX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | NWWVX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | NWWVX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | NWWVX vs FRAMX |
Top Performing NWWVX Alternatives (YTD)
NWWVX is at 11.57% YTD. There are 196 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | NWWVX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | NWWVX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | NWWVX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | NWWVX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | NWWVX vs FFSZX |
Lowest Volatility Alternatives to NWWVX
NWWVX has 12.53% 1-year volatility. There are 500 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | NWWVX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | NWWVX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | NWWVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | NWWVX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | NWWVX vs FRIMX |
Lowest Drawdown Alternatives to NWWVX
NWWVX has a 1-year max drawdown of -8.95%. There are 476 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | NWWVX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | NWWVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | NWWVX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | NWWVX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | NWWVX vs FRQKX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.37% | — | Nov 2015 | NWWVX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 64 | 10.00% | — | Nov 1998 | NWWVX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 28.26% | — | Jun 1996 | NWWVX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 29 | 22.33% | — | May 2001 | NWWVX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 4 | 2.29% | — | Jan 2021 | NWWVX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 10.19% | — | Dec 1999 | NWWVX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 67 | 20.34% | — | Dec 1999 | NWWVX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.33% | — | Nov 2015 | NWWVX vs NWXEX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -4.20% | — | Jan 1999 | NWWVX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 48 | 15.14% | — | Dec 1999 | NWWVX vs GMXAX |
Often Compared With NWWVX
Investors most often compare NWWVX with DRIJX, FRQIX, PLWIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NWWVX with Any Fund or Stock
Compare NWWVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWWVX with funds that move differently
Nationwide Destination 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWWVX.
Explore NWWVX Diversifiers