NWLSX vs. LTIUX
Compare and contrast key facts about Nationwide Destination 2035 Fund (NWLSX) and Principal LifeTime 2035 Fund (LTIUX).
NWLSX is managed by Nationwide. It was launched on Aug 28, 2007. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
NWLSX vs. LTIUX - Performance Comparison
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NWLSX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWLSX Nationwide Destination 2035 Fund | -3.62% | 16.16% | 10.17% | 17.00% | -17.70% | 13.33% | 12.81% | 18.63% | -8.01% | 15.06% |
LTIUX Principal LifeTime 2035 Fund | -3.69% | 14.26% | 14.13% | 16.51% | -17.48% | 14.07% | 15.70% | 23.48% | -7.37% | 19.69% |
Returns By Period
The year-to-date returns for both stocks are quite close, with NWLSX having a -3.62% return and LTIUX slightly lower at -3.69%. Over the past 10 years, NWLSX has underperformed LTIUX with an annualized return of 7.47%, while LTIUX has yielded a comparatively higher 8.68% annualized return.
NWLSX
- 1D
- 0.00%
- 1M
- -6.59%
- YTD
- -3.62%
- 6M
- -1.06%
- 1Y
- 11.95%
- 3Y*
- 10.96%
- 5Y*
- 5.36%
- 10Y*
- 7.47%
LTIUX
- 1D
- -0.08%
- 1M
- -6.37%
- YTD
- -3.69%
- 6M
- -1.87%
- 1Y
- 9.88%
- 3Y*
- 11.62%
- 5Y*
- 5.83%
- 10Y*
- 8.68%
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NWLSX vs. LTIUX - Expense Ratio Comparison
NWLSX has a 0.38% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
NWLSX vs. LTIUX — Risk / Return Rank
NWLSX
LTIUX
NWLSX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Destination 2035 Fund (NWLSX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| NWLSX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.90 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.34 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.06 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.29 | 5.01 | +1.28 |
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
| NWLSX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.90 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.50 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.70 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.45 | -0.10 |
Correlation
The correlation between NWLSX and LTIUX is 0.98, 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
NWLSX vs. LTIUX - Dividend Comparison
NWLSX's dividend yield for the trailing twelve months is around 8.78%, less than LTIUX's 9.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWLSX Nationwide Destination 2035 Fund | 8.78% | 8.36% | 14.07% | 7.04% | 2.15% | 9.62% | 5.85% | 6.95% | 11.27% | 7.78% | 6.64% | 5.43% |
LTIUX Principal LifeTime 2035 Fund | 9.37% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
NWLSX vs. LTIUX - Drawdown Comparison
The maximum NWLSX drawdown since its inception was -52.58%, which is greater than LTIUX's maximum drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for NWLSX and LTIUX.
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Drawdown Indicators
| NWLSX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.58% | -49.65% | -2.93% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -8.44% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.54% | -24.23% | -5.31% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -28.12% | -2.47% |
Current DrawdownCurrent decline from peak | -6.88% | -6.57% | -0.31% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -6.76% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.78% | 0.00% |
Volatility
NWLSX vs. LTIUX - Volatility Comparison
Nationwide Destination 2035 Fund (NWLSX) and Principal LifeTime 2035 Fund (LTIUX) have volatilities of 3.73% and 3.74%, 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.
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Volatility by Period
| NWLSX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 3.74% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 6.37% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.88% | 11.12% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.90% | 11.79% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 12.45% | +1.24% |