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Nasdaq - Delayed Quote USD

Nationwide Destination 2045 R (NWNBX)

8.26
-0.11
(-1.31%)
At close: 8:01:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.72%
5y Average Return 11.72%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 4, 2025) 24.76%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 24.76%
Worst 3Y Total Return 1.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWNBX
Category
YTD
-0.88%
11.62%
1-Month
-3.33%
1.08%
3-Month
-0.88%
6.42%
1-Year
4.02%
36.05%
3-Year
4.54%
13.52%
5-Year
12.39%
13.44%
10-Year
6.77%
9.97%
Last Bull Market
13.48%
20.43%
Last Bear Market
-14.74%
-18.27%

Annual Total Return (%) History

Year
NWNBX
Category
2025
--
--
2024
12.02%
--
2023
18.44%
--
2022
-19.05%
--
2021
15.38%
--
2020
13.17%
15.10%
2019
24.38%
24.35%
2018
-9.14%
-8.14%

2017
17.41%
20.51%
2016
10.02%
7.93%
2015
-2.32%
-1.87%
2014
4.05%
5.35%
2013
24.76%
22.00%
2012
14.89%
15.31%
2011
-4.74%
-4.10%
2010
15.37%
14.60%
2009
28.41%
30.88%
2008
-37.82%
-38.11%
2007
--
6.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.88% -- -- --
2024 6.75% 0.70% 5.85% -1.55%
2023 5.97% 4.87% -3.66% 10.62%
2022 -6.82% -14.74% -6.44% 8.89%
2021 4.45% 6.16% -1.25% 5.38%
2020 -22.49% 19.16% 6.75% 14.77%
2019 11.66% 3.24% 0.11% 7.78%
2018 -0.96% 1.18% 3.82% -12.66%
2017 4.83% 3.06% 3.79% 4.71%
2016 0.32% 1.93% 4.56% 2.90%

2015 2.99% -0.07% -8.46% 3.68%
2014 1.49% 3.89% -3.65% 2.43%
2013 8.07% 0.41% 7.42% 7.03%
2012 10.40% -3.89% 5.58% 2.56%
2011 5.01% -0.26% -15.93% 8.18%
2010 4.07% -10.45% 12.79% 9.76%
2009 -12.12% 19.64% 17.07% 4.33%
2008 -7.91% -0.83% -11.91% -22.70%
2007 -3.15% -- -- --

Rank in Category (By Total Return)

YTD 74
1-Month 72
3-Month 74
1-Year 94
3-Year 94
5-Year 89

Load Adjusted Returns

1-Year 4.02%
3-Year 4.54%
5-Year 12.39%
10-Year 6.77%

Performance & Risk

YTD Return -7.72%
5y Average Return 11.72%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family Nationwide
Net Assets 157.85M
YTD Return -0.88%
Yield 2.17%
Morningstar Rating
Inception Date Aug 29, 2007

Fund Summary

The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2045. The fund allocated approximately 58% of its net assets in U.S. stocks (including smaller company stocks), approximately 25% in international stocks, and approximately 17% in bonds.

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