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 302 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | NWWVX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | NWWVX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | NWWVX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | NWWVX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | NWWVX vs PPLIX |
Best Risk-Adjusted Alternatives to NWWVX
NWWVX has a PortfoliosLab risk / return rank of 64. There are 361 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | NWWVX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | NWWVX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | NWWVX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | NWWVX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | NWWVX vs URTRX |
Top Performing NWWVX Alternatives (YTD)
NWWVX is at 10.96% YTD. There are 102 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | NWWVX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | NWWVX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | NWWVX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | NWWVX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | NWWVX vs FQLSX |
Lowest Volatility Alternatives to NWWVX
NWWVX has 13.00% 1-year volatility. There are 483 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | NWWVX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | NWWVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | NWWVX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | NWWVX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | NWWVX vs DRIQX |
Lowest Drawdown Alternatives to NWWVX
NWWVX has a 1-year max drawdown of -8.98%. There are 456 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | NWWVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | NWWVX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | NWWVX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | NWWVX vs PRMYX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, NWXEX, GRISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.57% | — | Nov 2015 | NWWVX vs NWXHX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.50% | — | Nov 2015 | NWWVX vs NWXEX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 58 | 9.12% | — | Nov 1998 | NWWVX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 70 | 20.98% | — | Jun 1996 | NWWVX vs NWJCX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 63 | 12.14% | — | Dec 1999 | NWWVX vs GIIAX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 19 | 12.92% | — | May 2001 | NWWVX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Quality Factor, Large Cap Blend Equities | 13 | 5.53% | — | Jan 2021 | NWWVX vs NWAUX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 76 | 19.02% | — | Dec 1999 | NWWVX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -1.87% | — | Jan 1999 | NWWVX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 50 | 14.41% | — | Dec 1999 | NWWVX vs GMXAX |
Often Compared With NWWVX
Investors most often compare NWWVX with FRIMX, DRIJX, FRHMX. 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