Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate | NA | -0.51% | 7.38% | 4.00% | 4.23% | 7.29% | 6.83% | 6.60% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | -0.51 | 7.38 | 4.00 | 4.23 | 7.29 | 6.83 | 6.60 | 0.46 | 9.13 | -6.60 | 14.41 | 5.63 | 6.22 | -0.79 | 13.68 | 7.73 | -1.12 | 2.89 | 19.71 | 12.65 | -0.01 | 12.11 | 17.71 | -0.25 | 4.33 | 11.67 | 7.12 | 9.09 | 21.26 | -7.77 | 2.31 |
| Sharpe Ratio | NA | -0.01 | 0.36 | 0.22 | 0.34 | NA | NA | 0.50 | 0.03 | 0.53 | -0.60 | 1.46 | 0.22 | 0.39 | -0.23 | 2.13 | 0.82 | -0.14 | 0.43 | 2.30 | 1.50 | 0.00 | 0.80 | 1.15 | -0.11 | 0.08 | 0.77 | 0.66 | 0.93 | 3.42 | -1.25 | 0.01 |
| Standard Deviation(%) | NA | 8.87 | 10.75 | 14.96 | 12.00 | NA | NA | 11.43 | 5.65 | 9.28 | 13.23 | 9.82 | 24.70 | 12.37 | 9.13 | 6.14 | 9.16 | 8.52 | 6.77 | 8.55 | 8.40 | 14.80 | 15.06 | 15.26 | 10.42 | 17.32 | 10.90 | 7.47 | 8.78 | 6.02 | 7.12 | 0.05 |
| Draw Down(%) | NA | 7.82 | 13.03 | 33.73 | 33.73 | NA | NA | 33.73 | 1.34 | 7.82 | 13.03 | 4.14 | 30.09 | 8.01 | 8.98 | 2.45 | 9.01 | 7.54 | 5.72 | 3.99 | 6.61 | 13.66 | 10.26 | 10.10 | 11.66 | 13.16 | 11.11 | 5.18 | 6.37 | 2.82 | 11.13 | 0.00 |
| Yield(%) | NA | 2.43 | 5.66 | 6.00 | 5.06 | NA | NA | 0.00 | 0.11 | 2.49 | 5.31 | 9.04 | 4.00 | 9.43 | 0.51 | 5.57 | 3.70 | 5.70 | 4.79 | 5.05 | 3.76 | 1.68 | 1.18 | 1.08 | 2.66 | 1.83 | 1.22 | 0.80 | 0.31 | 0.43 | 0.83 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate |
-3.12%
Mar 2017 - Mar 2020 |
-0.40%
Mar 2015 - Mar 2020 |
4.23%
Oct 2013 - Oct 2023 |
5.60%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate |
15.92%
Apr 2003 - Apr 2006 |
14.17%
Jun 2009 - Jun 2014 |
10.16%
Apr 2003 - Apr 2013 |
9.14%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart