Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Strategic Asset Allocation - Optimal Moderate | NA | 20.47% | 6.74% | 7.63% | 5.55% | 6.48% | 4.90% | 5.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONWIDE CHILDREN`S HOSPITAL INC. DEFINED CONTRIBUTION PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | YTD | 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 (%) | -0.34 | 20.47 | 6.74 | 7.63 | 5.55 | 6.48 | 4.90 | 5.64 | NA | 6.26 | 9.87 | -6.48 | 21.70 | 0.91 | 15.58 | -8.94 | 5.83 | 7.59 | 2.12 | 3.81 | 17.11 | 11.49 | -4.08 | 11.54 | 20.90 | -27.71 | 2.37 | 8.19 | 4.53 | 10.74 | 22.38 | 2.13 | 2.31 |
| Sharpe Ratio | NA | 0.02 | -0.10 | 0.29 | 0.31 | NA | NA | 0.35 | 0.11 | -0.04 | 0.66 | -0.60 | 1.77 | 0.04 | 0.99 | -1.22 | 0.87 | 0.83 | 0.22 | 0.55 | 2.31 | 1.32 | -0.26 | 0.93 | 1.15 | -1.20 | -0.06 | 0.56 | 0.35 | 1.44 | 2.53 | 0.22 | 0.01 |
| Standard Deviation(%) | NA | 8.33 | 10.19 | 12.95 | 11.49 | NA | NA | 11.51 | 4.24 | 8.37 | 8.52 | 13.01 | 12.28 | 19.37 | 14.32 | 8.41 | 5.97 | 8.91 | 9.72 | 6.91 | 7.40 | 8.64 | 15.65 | 12.29 | 18.10 | 23.90 | 10.89 | 8.77 | 6.70 | 6.81 | 8.58 | 4.71 | 0.05 |
| Draw Down(%) | NA | 6.92 | 13.96 | 27.23 | 31.71 | NA | NA | 43.62 | 0.14 | 6.92 | 6.87 | 13.98 | 4.08 | 27.23 | 8.69 | 14.22 | 4.46 | 8.03 | 8.91 | 6.73 | 4.44 | 7.45 | 16.15 | 10.27 | 17.74 | 35.91 | 8.81 | 6.85 | 4.11 | 5.33 | 8.35 | 3.49 | 0.00 |
| Yield(%) | NA | 2.88 | 7.57 | 6.51 | 5.41 | NA | NA | 3.16 | NA | 0.51 | 3.08 | 6.03 | 13.80 | 1.12 | 9.51 | 7.10 | 0.26 | 2.52 | 8.95 | 3.05 | 3.88 | 2.11 | 0.97 | 1.01 | 0.29 | 0.63 | 1.59 | 1.36 | 0.90 | 0.39 | 0.29 | 1.03 | 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 Strategic Asset Allocation - Optimal Moderate |
-11.64%
Feb 2006 - Feb 2009 |
-4.31%
Feb 2004 - Feb 2009 |
2.86%
Feb 2006 - Feb 2016 |
2.39%
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 Strategic Asset Allocation - Optimal Moderate |
15.50%
Feb 2009 - Feb 2012 |
13.95%
Feb 2009 - Feb 2014 |
8.44%
Feb 2009 - Feb 2019 |
7.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart