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Nationwide Destination 2035 Fund (NWLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.720.00 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return7.94%
Number of years up11
Number of years down5
Best 1-yr total return (4 June 2024)27.72%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return27.72%
Worst 3-yr total return1.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWLIXCategory
YTD5.13%9.49%
1-month3.55%1.04%
3-month2.56%5.73%
1-year16.62%29.95%
3-year2.02%12.29%
5-year8.16%12.13%
10-year6.55%9.24%
Last bull market19.11%19.43%
Last bear market-13.09%-17.22%

Annual total return (%) history

Year
NWLIXCategory
2024
N/AN/A
2023
16.86%N/A
2022
-17.47%N/A
2021
13.55%N/A
2020
13.15%14.04%
2019
23.05%22.04%
2018
-7.65%-7.04%
2017
16.61%18.43%
2016
10.01%7.57%
2015
-1.63%-1.76%
2014
4.59%5.24%
2013
23.50%20.00%
2012
15.53%14.64%
2011
-3.18%-3.51%
2010
15.45%14.28%
2009
27.72%30.06%
2008
-34.59%-37.04%
2007
N/A7.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.46%N/AN/AN/A
20235.71%3.98%-3.26%9.90%
2022-6.32%-13.09%-5.87%7.67%
20213.76%5.65%-0.88%4.50%
2020-19.86%17.43%6.20%13.22%
201910.75%3.25%0.42%7.16%
2018-0.83%1.09%3.50%-10.99%
20174.68%2.91%3.80%4.28%
20160.80%2.28%4.11%2.49%
20152.89%0.00%-7.65%3.52%
20141.72%4.07%-3.31%2.19%
20137.90%0.38%7.09%6.47%
201210.06%-3.18%5.69%2.58%
20115.04%0.03%-14.83%8.19%
20104.05%-9.61%12.34%9.27%
2009-10.74%18.34%16.00%4.23%
2008-6.71%-0.55%-11.12%-20.68%
2007-2.27%N/AN/AN/A

Rank in category (by total return)

YTD68
1-month60
3-month68
1-year51
3-year69
5-year70

Load adjusted returns

1-year16.62%
3-year2.02%
5-year8.16%
10-year6.55%