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NADCX vs. FFVFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NADCX and FFVFX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

NADCX vs. FFVFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nationwide Investor Destinations Moderately Conservative Fund (NADCX) and Fidelity Freedom 2015 Fund (FFVFX). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%SeptemberOctoberNovemberDecember2025February
-3.45%
1.68%
NADCX
FFVFX

Key characteristics

Sharpe Ratio

NADCX:

0.35

FFVFX:

1.38

Sortino Ratio

NADCX:

0.46

FFVFX:

1.99

Omega Ratio

NADCX:

1.09

FFVFX:

1.25

Calmar Ratio

NADCX:

0.32

FFVFX:

0.58

Martin Ratio

NADCX:

0.96

FFVFX:

5.86

Ulcer Index

NADCX:

3.15%

FFVFX:

1.44%

Daily Std Dev

NADCX:

8.58%

FFVFX:

6.12%

Max Drawdown

NADCX:

-28.55%

FFVFX:

-35.81%

Current Drawdown

NADCX:

-6.42%

FFVFX:

-7.20%

Returns By Period

In the year-to-date period, NADCX achieves a 2.46% return, which is significantly lower than FFVFX's 3.06% return. Over the past 10 years, NADCX has outperformed FFVFX with an annualized return of 1.67%, while FFVFX has yielded a comparatively lower 1.35% annualized return.


NADCX

YTD

2.46%

1M

1.48%

6M

-3.45%

1Y

2.92%

5Y*

2.05%

10Y*

1.67%

FFVFX

YTD

3.06%

1M

2.17%

6M

1.68%

1Y

8.17%

5Y*

0.30%

10Y*

1.35%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NADCX vs. FFVFX - Expense Ratio Comparison

NADCX has a 0.50% expense ratio, which is lower than FFVFX's 0.54% expense ratio.


FFVFX
Fidelity Freedom 2015 Fund
Expense ratio chart for FFVFX: current value at 0.54% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.54%
Expense ratio chart for NADCX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

NADCX vs. FFVFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NADCX
The Risk-Adjusted Performance Rank of NADCX is 1414
Overall Rank
The Sharpe Ratio Rank of NADCX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of NADCX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of NADCX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of NADCX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of NADCX is 1212
Martin Ratio Rank

FFVFX
The Risk-Adjusted Performance Rank of FFVFX is 6060
Overall Rank
The Sharpe Ratio Rank of FFVFX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of FFVFX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of FFVFX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of FFVFX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of FFVFX is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NADCX vs. FFVFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nationwide Investor Destinations Moderately Conservative Fund (NADCX) and Fidelity Freedom 2015 Fund (FFVFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for NADCX, currently valued at 0.35, compared to the broader market-1.000.001.002.003.004.000.351.38
The chart of Sortino ratio for NADCX, currently valued at 0.46, compared to the broader market0.002.004.006.008.0010.0012.000.461.99
The chart of Omega ratio for NADCX, currently valued at 1.09, compared to the broader market1.002.003.004.001.091.25
The chart of Calmar ratio for NADCX, currently valued at 0.32, compared to the broader market0.005.0010.0015.0020.000.320.58
The chart of Martin ratio for NADCX, currently valued at 0.96, compared to the broader market0.0020.0040.0060.0080.000.965.86
NADCX
FFVFX

The current NADCX Sharpe Ratio is 0.35, which is lower than the FFVFX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of NADCX and FFVFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.35
1.38
NADCX
FFVFX

Dividends

NADCX vs. FFVFX - Dividend Comparison

NADCX's dividend yield for the trailing twelve months is around 3.24%, more than FFVFX's 2.76% yield.


TTM20242023202220212020201920182017201620152014
NADCX
Nationwide Investor Destinations Moderately Conservative Fund
3.24%3.32%3.00%1.72%2.83%4.17%3.46%2.47%2.27%2.13%1.68%5.01%
FFVFX
Fidelity Freedom 2015 Fund
2.76%2.85%2.47%3.25%2.49%1.17%1.89%2.02%1.40%1.74%4.15%8.18%

Drawdowns

NADCX vs. FFVFX - Drawdown Comparison

The maximum NADCX drawdown since its inception was -28.55%, smaller than the maximum FFVFX drawdown of -35.81%. Use the drawdown chart below to compare losses from any high point for NADCX and FFVFX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-6.42%
-7.20%
NADCX
FFVFX

Volatility

NADCX vs. FFVFX - Volatility Comparison

Nationwide Investor Destinations Moderately Conservative Fund (NADCX) and Fidelity Freedom 2015 Fund (FFVFX) have volatilities of 1.64% and 1.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
1.64%
1.59%
NADCX
FFVFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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