Nasdaq - Delayed Quote USD

Nationwide Inv Dest Mod Agrsv A (NDMAX)

9.23
-0.03
(-0.32%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.76%
5y Average Return 10.37%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (May 23, 2025) 23.92%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 23.92%
Worst 3Y Total Return 2.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NDMAX
Category
YTD
-1.21%
0.00%
1-Month
0.00%
0.00%
3-Month
-3.86%
0.00%
1-Year
8.44%
0.00%
3-Year
7.41%
0.00%
5-Year
10.10%
0.00%
10-Year
6.69%
0.00%
Last Bull Market
13.63%
0.00%
Last Bear Market
-14.07%
0.00%

Annual Total Return (%) History

Year
NDMAX
Category
2025
--
--
2024
12.23%
--
2023
17.78%
--
2022
-17.78%
--
2021
14.66%
--
2020
12.89%
--
2019
23.92%
--
2018
-8.56%
--

2017
17.67%
--
2016
9.33%
--
2015
-2.24%
--
2014
4.29%
--
2013
21.75%
--
2012
14.04%
--
2011
-2.18%
--
2010
12.88%
--
2009
24.56%
--
2008
-31.23%
--
2007
6.33%
--
2006
14.56%
--
2005
7.15%
--
2004
12.22%
--
2003
26.46%
--
2002
-14.37%
--
2001
-8.70%
--
2000
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.21% -- -- --
2024 6.50% 0.73% 5.71% -1.03%
2023 5.55% 4.61% -3.32% 10.33%
2022 -6.54% -14.07% -5.61% 8.46%
2021 4.15% 6.03% -1.21% 5.11%
2020 -21.64% 18.46% 6.63% 14.05%
2019 11.19% 3.46% 0.10% 7.62%
2018 -0.60% 0.87% 3.40% -11.80%
2017 4.79% 3.22% 4.18% 4.44%
2016 0.83% 1.99% 4.24% 1.99%

2015 2.63% -0.29% -7.25% 3.00%
2014 1.48% 3.74% -2.94% 2.06%
2013 7.23% 0.46% 6.47% 6.15%
2012 9.85% -3.32% 4.98% 2.28%
2011 4.74% 0.48% -13.78% 7.80%
2010 3.97% -9.23% 10.82% 7.94%
2009 -9.37% 15.76% 14.58% 3.62%
2008 -6.96% -1.05% -9.47% -17.49%
2007 2.48% 4.58% 1.25% -2.01%
2006 5.39% -1.15% 3.35% 6.40%
2005 -1.37% 1.46% 4.64% 2.32%
2004 3.05% 0.29% -0.91% 9.57%
2003 -3.98% 13.89% 4.14% 11.05%
2002 1.33% -6.94% -14.39% 6.08%
2001 -9.24% 4.58% -11.60% 8.82%
2000 -2.49% -0.60% -3.97% --

Rank in Category (By Total Return)

YTD 88
1-Month 72
3-Month 84
1-Year 62
3-Year 36
5-Year 34

Load Adjusted Returns

1-Year 2.21%
3-Year 5.31%
5-Year 8.80%
10-Year 6.06%

Performance & Risk

YTD Return 1.76%
5y Average Return 10.37%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Nationwide
Net Assets 857.62M
YTD Return -1.21%
Yield 2.50%
Morningstar Rating
Inception Date Oct 01, 2003

Fund Summary

The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. Through investments in the underlying funds, the fund invests a significant portion of its assets in equity securities, such as common stocks of U.S. and international companies, including smaller companies, and a smaller portion in bonds.

Related Tickers