NDAAX vs. TIBIX
Compare and contrast key facts about Nationwide Investor Destinations Aggressive Fund (NDAAX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
NDAAX is managed by Nationwide. It was launched on Mar 29, 2000. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
NDAAX vs. TIBIX - Performance Comparison
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NDAAX vs. TIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NDAAX Nationwide Investor Destinations Aggressive Fund | -0.74% | 17.35% | 14.01% | 20.48% | -18.33% | 17.16% | 13.37% | 21.59% | -10.35% | 17.71% |
TIBIX Thornburg Investment Income Builder Fund Class I | 9.82% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, NDAAX achieves a -0.74% return, which is significantly lower than TIBIX's 9.82% return. Over the past 10 years, NDAAX has underperformed TIBIX with an annualized return of 9.22%, while TIBIX has yielded a comparatively higher 12.18% annualized return.
NDAAX
- 1D
- 2.71%
- 1M
- -5.20%
- YTD
- -0.74%
- 6M
- 1.95%
- 1Y
- 18.17%
- 3Y*
- 14.74%
- 5Y*
- 7.49%
- 10Y*
- 9.22%
TIBIX
- 1D
- 1.69%
- 1M
- -2.43%
- YTD
- 9.82%
- 6M
- 16.92%
- 1Y
- 38.14%
- 3Y*
- 24.21%
- 5Y*
- 15.48%
- 10Y*
- 12.18%
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NDAAX vs. TIBIX - Expense Ratio Comparison
NDAAX has a 0.53% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
NDAAX vs. TIBIX — Risk / Return Rank
NDAAX
TIBIX
NDAAX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Investor Destinations Aggressive Fund (NDAAX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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.
| NDAAX | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 3.57 | -2.36 |
Sortino ratioReturn per unit of downside risk | 1.77 | 4.54 | -2.77 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.79 | -0.53 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 4.43 | -2.70 |
Martin ratioReturn relative to average drawdown | 7.78 | 21.79 | -14.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NDAAX | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 3.57 | -2.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 1.40 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.91 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.75 | -0.43 |
Correlation
The correlation between NDAAX and TIBIX 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.
Dividends
NDAAX vs. TIBIX - Dividend Comparison
NDAAX's dividend yield for the trailing twelve months is around 10.77%, more than TIBIX's 5.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDAAX Nationwide Investor Destinations Aggressive Fund | 10.77% | 10.60% | 18.58% | 5.92% | 3.68% | 6.69% | 5.75% | 8.80% | 14.29% | 12.98% | 9.26% | 7.45% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.40% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
NDAAX vs. TIBIX - Drawdown Comparison
The maximum NDAAX drawdown since its inception was -55.26%, which is greater than TIBIX's maximum drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for NDAAX and TIBIX.
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Drawdown Indicators
| NDAAX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -48.88% | -6.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -8.58% | -2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -29.50% | -20.79% | -8.71% |
Max Drawdown (10Y)Largest decline over 10 years | -36.67% | -34.85% | -1.82% |
Current DrawdownCurrent decline from peak | -6.23% | -3.47% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -10.48% | -6.00% | -4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 1.75% | +0.69% |
Volatility
NDAAX vs. TIBIX - Volatility Comparison
Nationwide Investor Destinations Aggressive Fund (NDAAX) has a higher volatility of 5.77% compared to Thornburg Investment Income Builder Fund Class I (TIBIX) at 3.68%. This indicates that NDAAX's price experiences larger fluctuations and is considered to be riskier than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NDAAX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 3.68% | +2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 6.57% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 10.83% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 11.11% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 13.48% | +3.40% |