Transcription
CBDocTenantId "2" EntityTypeId "3100" EntityId "3139" DocumentTypeId "1" EffectiveDate "03/31/2022" Interval "3" Description "Quarterly Report" / Investment Performance ReviewPeriod Ending March 31, 2022Miami Beach Fire and PoliceNationwide DROP
Table Of ContentsAsset Allocation & Performance Trailing Periods Nationwide DROPNationwide Destinations Conservative (NDCSX)Nationwide Destinations Moderately Conservative (NSDCX)Nationwide Destinations Moderate Class Service (NSDMX)Nationwide Destinations Moderately Aggressive (NDMSX)Nationwide Destinations Aggressive (NDASX)Invesco Growth (ACGIX)Nationwide S&P 500 (GRISX)Fidelity Contrafund Fund (FCNTX)Nationwide MidCap (GMXAX)Nationwide Small Company Growth (NWSIX)Invesco International Growth (AIEVX)MFS International Value (MINGX)American Funds New World Fund (RNWEX)Pimco Total Return (PTTAX)Cohen & Steers RE (CSEIX)Additional FundsAllspring Discovery Fund (WFDDX)NVIT Multi Manager Small CapNationwide U.S. Small Cap Value (NWUSX)Lord Abbett High Yield R5 (LHYTX)Oppenheimer Global Fund (OPPAX)Pimco International Bond (PFOAX)Federated U.S. Government (FIGTX)Nationwide Money Market (MIFXX)Fee SchedulePage 2Page 5Page 7Page 9Page 11Page 13Page 15Page 17Page 19Page 21Page 23Page 25Page 27Page 29Page 31Page 33Page 36Page 37Page 39Page 41Page 43Page 45Page 47Page 49Page 51Page 53
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Asset Allocation & PerformanceNationwide DROPAs of March 31, 2022Asset Allocation & PerformanceMarketValue Performance(%)QTRFYTD1 YR3 YR5 YR--4.83 (45)-5.42 (66)-4.94-3.38 (60)-5.14 (92)-3.08-0.80 (61)-3.64 (100)-0.044.05 (83)2.20 (98)5.193.69 (86)2.67 (96)4.75Nationwide Inv Dest Mod Cnsrv Svc (NSDCX)Dow Jones Global Moderately Conservative IndexIM Mixed-Asset Target Alloc Moderate (MF) Median16,145-5.45 (66)-5.30 (59)-5.09-2.77 (78)-3.75 (90)-1.470.45 (82)-1.13 (92)2.576.24 (88)5.49 (91)8.495.51 (87)5.37 (89)7.23Nationwide Inv Dest Mod Svc (NSDMX)Dow Jones Global Moderate IndexIM Mixed-Asset Target Alloc Moderate (MF) Median86,344-5.97 (81)-5.10 (51)-5.09-2.09 (62)-2.39 (70)-1.472.07 (57)1.27 (71)2.578.39 (53)8.30 (53)8.497.34 (46)7.63 (39)7.23208,474-6.57 (88)-4.93 (35)-5.45-1.79 (78)-1.10 (67)-0.222.77 (77)3.59 (69)4.8310.42 (63)10.95 (50)10.918.94 (60)9.69 (38)9.368,104-6.64 (63)-5.08 (17)-6.10-1.13 (64)-0.18 (49)-0.283.75 (67)5.56 (37)5.0311.55 (82)13.43 (17)12.559.76 (77)11.61 (12)10.65292,0601.07 (21)-0.74 (62)-0.388.47 (37)6.98 (63)7.7914.44 (22)11.67 (66)12.7313.98 (44)13.02 (60)13.559.96 (71)10.29 (62)10.66Nationwide S&P 500 Index Instl Svc (GRISX)S&P 500 IndexIM U.S. Large Cap Core Equity (MF) Median487,118-4.73 (43)-4.60 (39)-5.245.68 (33)5.92 (30)4.1715.14 (23)15.65 (19)12.8318.43 (29)18.92 (21)17.0615.50 (29)15.99 (19)14.43Fidelity Contrafund (FCNTX)Russell 1000 Growth IndexIM U.S. Large Cap Growth Equity (MF) Median357,965-9.84 (35)-9.04 (20)-10.70-2.39 (38)1.54 (11)-4.129.41 (39)14.98 (7)7.3119.04 (54)23.60 (6)19.3417.83 (60)20.88 (7)18.34Nationwide Mid Cap Market Index A (GMXAX)S&P MidCap 400 IndexIM U.S. Mid Cap Core Equity (MF) Median127,958-5.06 (57)-4.88 (54)-4.482.37 (58)2.73 (52)2.773.82 (81)4.59 (74)7.3113.33 (57)14.14 (42)13.6010.33 (55)11.10 (38)10.4523,657-13.94 (60)-12.63 (44)-12.94-13.88 (67)-12.62 (58)-11.46-12.58 (70)-14.33 (79)-9.658.86 (86)9.88 (80)12.9613.09 (49)10.33 (79)12.86BalancedNationwide Inv Dest Cnsrv Svc (NDCSX)Dow Jones Global Conservative IndexIM Mixed-Asset Target Alloc Consv (MF) MedianNationwide Inv Dest Mod Agrsv Svc (NDMSX)Dow Jones Global Moderately Aggressive IndexIM Mixed-Asset Target Alloc Growth (MF) MedianNationwide Inv Dest Agrsv Svc (NDASX)Dow Jones Global Aggressive IndexIM Mixed-Asset Target Alloc Aggressive Growth (MF) MedianDomestic EquityInvesco Growth and Income A (ACGIX)Russell 1000 Value IndexIM U.S. Large Cap Value Equity (MF) MedianNationwide Small Company Growth InSvc (NWSIX)Russell 2000 Growth IndexIM U.S. Small Cap Growth Equity (MF) MedianPage 2
Asset Allocation & PerformanceNationwide DROPAs of March 31, 2022MarketValue Performance(%)QTRFYTD1 YR3 YR5 YR39,169-10.43 (42)-10.78 (48)-10.98-6.67 (31)-8.66 (46)-9.10-7.93 (73)-6.16 (61)-4.606.63 (78)9.12 (45)8.756.07 (79)8.60 (35)7.59152,749-13.14 (68)-10.78 (50)-10.80-7.21 (36)-8.66 (50)-8.73-2.42 (31)-6.16 (60)-4.848.85 (47)9.12 (43)8.629.19 (24)8.60 (33)7.4828,280-10.44 (69)-5.36 (36)-7.59-10.35 (83)0.96 (35)-1.95-6.84 (87)7.28 (30)3.709.53 (73)13.75 (37)12.459.47 (60)11.64 (40)10.63136,763-6.26 (71)-5.93 (46)-5.98-6.42 (69)-5.92 (35)-6.14-4.34 (53)-4.15 (40)-4.301.83 (56)1.69 (65)1.952.15 (55)2.14 (55)2.21238,098-6.24 (75)-3.89 (26)-5.288.22 (76)11.79 (10)9.4423.14 (60)26.45 (26)23.9213.57 (20)11.11 (65)11.8011.57 (15)9.62 (56)9.83105,201-18.85 (96)-12.58 (41)-13.19-22.89 (97)-10.09 (46)-10.33-18.16 (97)-0.89 (32)-3.8112.20 (90)14.81 (54)14.9913.71 (74)15.10 (52)15.26NVIT Multi-Manager Small CapRussell 2000 IndexIM U.S. Small Cap Core Equity (MF) Median137,292-6.33 (58)-7.53 (73)-5.79-0.49 (52)-5.55 (88)-0.375.91 (17)-5.79 (92)1.4517.66 (4)11.74 (60)12.4512.82 (2)9.74 (43)9.47Nationwide US Small Cap Value Instl Svc (NWUSX)Russell 2000 Value IndexIM U.S. Small Cap Value Equity (MF) Median256,006-3.97 (86)-2.40 (57)-1.951.49 (86)1.85 (76)4.196.88 (43)3.32 (74)6.2112.37 (67)12.73 (57)13.047.27 (71)8.57 (48)8.37Global / InternationalInvesco International Growth (AIEVX)MSCI AC World ex USA Growth (Net)IM International Growth Equity (MF) MedianMFS International Value R3 (MINGX)MSCI AC World ex USA Growth (Net)IM International Multi-Cap Growth Equity (MF) MedianAmerican Funds New World R4 (RNWEX)MSCI AC World Index (Net)IM Global Equity (MF) MedianFixed IncomePIMCO Total Return A (PTTAX)Blmbg. U.S. Aggregate IndexIM U.S. Broad Market Core Fixed Income (MF) MedianReal EstateCohen & Steers Real Estate Securities A (CSEIX)FTSE NAREIT Equity REIT IndexIM Real Estate Sector (MF) MedianAdditional FundsAllspring Discovery Fund (WFDDX)Russell Midcap Growth IndexIM U.S. Mid Cap Growth Equity (MF) MedianPage 3
Asset Allocation & PerformanceNationwide DROPAs of March 31, 2022MarketValue Performance(%)QTR-5.36 (95)-4.40 (63)-4.16FYTD-4.77 (88)-3.69 (54)-3.601 YR-1.10 (70)-0.18 (41)-0.443 YR4.15 (42)4.41 (33)3.915 YR4.07 (42)4.56 (20)3.8715,161-16.14 (91)-5.36 (36)-7.59-13.50 (88)0.96 (35)-1.95-4.12 (83)7.28 (30)3.7011.61 (57)13.75 (37)12.4511.62 (40)11.64 (40)10.6331,168-3.82 (22)-4.05 (23)-5.42-4.25 (22)-3.98 (21)-5.87-4.43 (42)-3.56 (24)-4.771.16 (54)0.90 (61)1.252.23 (35)2.25 (33)1.82-4.36 (98)-4.50 (100)-2.43-5.34 (99)-5.40 (99)-2.98-5.33 (99)-5.18 (98)-3.070.59 (58)0.94 (25)0.690.79 (60)1.26 (14)0.930.00 (6)0.05 (5)-2.430.01 (6)0.05 (5)-2.980.01 (7)0.07 (4)-3.070.49 (66)0.78 (41)0.690.72 (67)1.11 (26)0.933.540.81N/A1.13Lord Abbett High Yield R5 (LHYTX)FTSE High Yield Market IndexIM U.S. High Yield Bonds (MF) Median31,536Invesco Oppenheimer Global A (OPPAX)MSCI AC World Index (Net)IM Global Equity (MF) MedianPIMCO International Bond USD Hedged A (PFOAX)Blmbg. Global Aggregate Ex USD (Hedged)IM Global Fixed Income (MF) MedianFederated US Govt 2-5 Yr Instl (FIGTX)ICE BofAML 3-5 Year U.S. TreasuryIM U.S. Short Term Treasury/Govt Bonds (MF) Median-Nationwide Gov't Money Market (MIFXX)ICE BofAML 0-3 Month Treasury IndexIM U.S. Short Term Treasury/Govt Bonds (MF) Median11,357Nationwide Fixed Account90 Day U.S. Treasury BillPage 42,719,5010.880.041.760.053.550.06
Strategy ReviewNationwide Inv Dest Cnsrv Svc (NDCSX) Dow Jones Global Conservative IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 06.87InvestmentIndex90 Day U.S. Treasury .33100.00-6.47441Risk and Return 3 9115.11100.00-10.35661InvestmentIndex90 Day U.S. Treasury BillRisk and Return 5 Years4.84.23.94.2Return (% )Return (% 4.84.95.05.1Risk (Standard Deviation %)5.25.35.45.55.6Index3.83.94.04.14.24.3Risk (Standard Deviation %)4.44.54.612/206/214.74.8Index5 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Consv (MF)0.00.025.025.0Return Percentile RankReturn Percentile Rank3.7Investment3 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Consv (MF)50.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage l Period¾ Investment¾ 0%)200(0%)1(5%)2(10%)17(85%)
Strategy ReviewNationwide Inv Dest Cnsrv Svc (NDCSX) Dow Jones Global Conservative IndexAs of March 31, 2022Peer Group Analysis - IM Mixed-Asset Target Alloc Consv (MF)Peer Group Analysis - IM Mixed-Asset Target Alloc Consv YTD1 YR2 YR3 YR4 YR5 YR Investment 05.194.704.752021202020192018201720162015 Investment 555.35-1.55Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 61.520.292.03(72)(99)1 QtrEndingSep-2021-0.15-0.51-0.30(33)(73)1 QtrEndingJun-20212.832.103.38(78)(99)1 QtrEndingMar-2021-0.60-2.000.68(90)(100)1 QtrEndingDec-20201 85)(85)
Strategy ReviewNationwide Inv Dest Mod Cnsrv Svc (NSDCX) Dow Jones Global Moderately Conservative IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 04.21InvestmentIndex90 Day U.S. Treasury .77100.00-3.36331Risk and Return 3 113.77100.00-5.45551InvestmentIndex90 Day U.S. Treasury BillRisk and Return 5 Years6.65.66.3Return (% )Return (% 8.48.5Risk (Standard Deviation %)8.68.78.88.99.0Index6.86.97.07.17.27.37.4Risk (Standard Deviation %)7.57.67.77.87.9Index5 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Moderate (MF)0.00.025.025.0Return Percentile RankReturn Percentile Rank6.7Investment3 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Moderate (MF)50.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage l Period¾ Investment¾ (30%)14(70%)200(0%)2(10%)7(35%)11(55%)
Strategy ReviewNationwide Inv Dest Mod Cnsrv Svc (NSDCX) Dow Jones Global Moderately Conservative IndexAs of March 31, 2022Peer Group Analysis - IM Mixed-Asset Target Alloc Moderate (MF)Peer Group Analysis - IM Mixed-Asset Target Alloc Moderate RFYTD1 YR2 YR3 YR4 YR5 YR Investment .497.117.232021202020192018201720162015 Investment 12.846.45-1.56Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 82.841.633.73(78)(95)1 QtrEndingSep-2021-0.50-0.67-0.57(43)(61)1 QtrEndingJun-20211 QtrEndingMar-20211 QtrEndingDec-20201 .663.823.674.53(77)(90)(92)(98)(75)(69)(74)(78)
Strategy ReviewNationwide Inv Dest Mod Svc (NSDMX) Dow Jones Global Moderate IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 .002.29InvestmentIndex90 Day U.S. Treasury .79100.00-3.42331Risk and Return 3 9114.33100.00-4.7955110.811.0InvestmentIndex90 Day U.S. Treasury BillRisk and Return 5 Years8.57.77.6Return (% )Return (% .812.0Risk (Standard Deviation %)12.212.412.612.8Index10.210.410.6Risk (Standard Deviation %)11.2Index5 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Moderate (MF)0.00.025.025.0Return Percentile RankReturn Percentile Rank10.0Investment3 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Moderate (MF)50.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage 85%)3(15%)0(0%)209(45%)10(50%)1(5%)0(0%)12/17Total Period¾ Investment¾ )1(5%)0(0%)205(25%)15(75%)0(0%)0(0%)
Strategy ReviewNationwide Inv Dest Mod Svc (NSDMX) Dow Jones Global Moderate IndexAs of March 31, 2022Peer Group Analysis - IM Mixed-Asset Target Alloc Moderate (MF)Peer Group Analysis - IM Mixed-Asset Target Alloc Moderate RFYTD1 YR2 YR3 YR4 YR5 YR Investment 497.117.232021202020192018201720162015 Investment 5.6012.846.45-1.56Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 104.132.853.73(41)(78)1 QtrEndingSep-2021-0.76-0.83-0.57(68)(73)1 QtrEndingJun-20211 52)(53)1 QtrEndingDec-202010.5311.108.66(21)(16)1 QtrEndingSep-20205.374.864.53(23)(40)
Strategy ReviewNationwide Inv Dest Mod Agrsv Svc (NDMSX) Dow Jones Global Moderately Aggressive IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 00.001.76InvestmentIndex90 Day U.S. Treasury 8InvestmentIndex15.015.215.4Risk (Standard Deviation %)15.615.816.016.212.813.0Investment3 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Growth (MF)13.213.413.6Risk (Standard Deviation %)13.814.014.2Index5 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Growth (MF)0.00.025.025.0Return Percentile RankReturn Percentile RankSharpeRatioRisk and Return 5 Years11.250.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage 11StandardDeviationInvestmentIndex90 Day U.S. Treasury BillReturn (% )Return (% )Risk and Return 3 /17Total Period¾ Investment¾ )8(40%)0(0%)2012(60%)7(35%)1(5%)0(0%)
Strategy ReviewNationwide Inv Dest Mod Agrsv Svc (NDMSX) Dow Jones Global Moderately Aggressive IndexAs of March 31, 2022Peer Group Analysis - IM Mixed-Asset Target Alloc Growth (MF)Peer Group Analysis - IM Mixed-Asset Target Alloc Growth 15.0-20.0QTRFYTD1 YR2 YR3 YR4 YR5 YR Investment 10.918.969.362021202020192018201720162015 Investment -7.0415.736.88-1.25Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 125.114.035.19(53)(84)1 QtrEndingSep-2021-1.23-0.98-0.69(78)(68)1 QtrEndingJun-20211 35)(24)1 QtrEndingDec-202013.9614.4711.37(17)(13)1 QtrEndingSep-20206.636.025.82(18)(42)
Strategy ReviewNationwide Inv Dest Agrsv Svc (NDASX) Dow Jones Global Aggressive IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 0.001.43InvestmentIndex90 Day U.S. Treasury 68141419101.62100.00-2.64661Risk and Return 5 Years14.412.613.812.013.211.4Return (% )Return (% )Risk and Return 3 YearsInvestmentIndex90 Day U.S. Treasury .218.315.715.815.916.0Risk (Standard Deviation %)Risk (Standard Deviation 00.0Index50.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage 1316.25 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Aggressive Growth (MF)Return Percentile RankReturn Percentile Rank3 Year Rolling Percentile Rank IM Mixed-Asset Target Alloc Aggressive Growth otal Period¾ Investment¾ 12(60%)1(5%)2019(95%)1(5%)0(0%)0(0%)
Strategy ReviewNationwide Inv Dest Agrsv Svc (NDASX) Dow Jones Global Aggressive IndexAs of March 31, 2022Peer Group Analysis - IM Mixed-Asset Target Alloc Aggressive Growth (MF)Peer Group Analysis - IM Mixed-Asset Target Alloc Aggressive Growth 0QTRFYTD1 YR2 YR3 YR4 YR5 YR Investment 912.559.8110.652021202020192018201720162015 Investment 9-9.6720.807.12-1.97Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 145.905.166.02(53)(79)1 QtrEndingSep-2021-1.48-1.16-1.30(63)(42)1 QtrEndingJun-20211 50)(19)1 QtrEndingDec-202016.2417.9214.75(12)(1)1 QtrEndingSep-20207.367.237.56(64)(68)
Strategy ReviewInvesco Growth and Income A (ACGIX) Russell 1000 Value IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 00.001.38InvestmentIndex90 Day U.S. Treasury 4.53100.00-1.93131Risk and Return 3 YearsInvestmentIndex90 Day U.S. Treasury 19109.25100.00-2.40351Risk and Return 5 Years14.410.414.110.3Return (% )Return (% vestment19.219.620.020.420.8Risk (Standard Deviation .4Risk (Standard Deviation %)18.819.219.620.0Index5 Year Rolling Percentile Rank IM U.S. Large Cap Value Equity (MF)0.00.025.025.0Return Percentile RankReturn Percentile Rank16.0Index3 Year Rolling Percentile Rank IM U.S. Large Cap Value Equity (MF)50.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage tal Period¾ Investment¾ )8(40%)4(20%)202(10%)14(70%)4(20%)0(0%)
Strategy ReviewInvesco Growth and Income A (ACGIX) Russell 1000 Value IndexAs of March 31, 2022Peer Group Analysis - IM U.S. Large Cap Value Equity (MF)Peer Group Analysis - IM U.S. Large Cap Value Equity 0QTRFYTD1 YR2 YR3 YR4 YR5 YR Investment 9113.5511.1010.662021202020192018201720162015 Investment 9.0616.2913.82-3.54Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 167.327.778.23(71)(58)1 QtrEndingSep-20210.32-0.78-0.66(18)(55)1 QtrEndingJun-20215.165.215.25(55)(53)1 QtrEndingMar-202113.6111.2611.23(25)(50)1 QtrEndingDec-202022.2916.2515.77(8)(43)1 QtrEndingSep-20204.635.594.82(53)(34)
Strategy ReviewNationwide S&P 500 Index Instl Svc (GRISX) S&P 500 IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 0.001.27InvestmentIndex90 Day U.S. Treasury 00.95100.00-2.14221Risk and Return 3 YearsInvestmentIndex90 Day U.S. Treasury 19100.82100.00-2.31441Risk and Return 5 Years19.216.219.018.8Return (% )Return (% )16.018.615.815.618.418.215.417.517.615.615.7Risk (Standard Deviation %)InvestmentRisk (Standard Deviation %)IndexInvestment5 Year Rolling Percentile Rank IM U.S. Large Cap Core Equity (MF)0.00.025.025.0Return Percentile RankReturn Percentile Rank3 Year Rolling Percentile Rank IM U.S. Large Cap Core Equity (MF)50.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage al Period¾ Investment¾ %)0(0%)0(0%)2018(90%)2(10%)0(0%)0(0%)
Strategy ReviewNationwide S&P 500 Index Instl Svc (GRISX) S&P 500 IndexAs of March 31, 2022Peer Group Analysis - IM U.S. Large Cap Core Equity (MF)Peer Group Analysis - IM U.S. Large Cap Core Equity D1 YR2 YR3 YR4 YR5 YR Investment 2.2617.0614.6914.432021202020192018201720162015 Investment -5.6121.1710.070.26Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 1810.9211.039.96(28)(26)1 QtrEndingSep-20211 QtrEndingJun-20211 .44(29)(25)(37)(33)(59)(57)1 QtrEndingDec-202012.0612.1512.04(50)(49)1 QtrEndingSep-20208.818.938.49(46)(45)
Strategy ReviewFidelity Contrafund (FCNTX) Russell 1000 Growth IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 0.001.22InvestmentIndex90 Day U.S. Treasury .44100.00-1.77321Risk and Return 3 YearsInvestmentIndex90 Day U.S. Treasury 8100.00-2.1243117.317.4Risk and Return 5 Years26.021.620.7Return (% )24.0Return (% ent18.418.618.819.0Risk (Standard Deviation %)19.219.419.6Investment17.017.1Risk (Standard Deviation %)17.2Index5 Year Rolling Percentile Rank IM U.S. Large Cap Growth Equity (MF)0.00.025.025.0Return Percentile RankReturn Percentile Rank16.9Index3 Year Rolling Percentile Rank IM U.S. Large Cap Growth Equity (MF)50.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage tal Period¾ Investment¾ 12(60%)0(0%)2015(75%)5(25%)0(0%)0(0%)
Strategy ReviewFidelity Contrafund (FCNTX) Russell 1000 Growth IndexAs of March 31, 2022Peer Group Analysis - IM U.S. Large Cap Growth Equity (MF)Peer Group Analysis - IM U.S. Large Cap Growth Equity 0.0QTRFYTD1 YR2 YR3 YR4 YR5 YR2021 Investment 19.3417.4518.34202020192018201720162015 Investment 8729.472.186.01Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 208.2611.647.69(40)(8)1 QtrEndingSep-20210.371.160.46(56)(24)1 QtrEndingJun-202111.6711.9311.36(43)(33)1 QtrEndingMar-20212.490.941.17(25)(57)1 QtrEndingDec-20208.2411.3911.16(92)(45)1 QtrEndingSep-202011.8013.2211.51(45)(23)
Strategy ReviewNationwide Mid Cap Market Index A (GMXAX) S&P MidCap 400 IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 0.001.26InvestmentIndex90 Day U.S. Treasury .26141419101.42100.00-2.31661Risk and Return 5 Years14.411.414.111.113.810.8Return (% )Return (% )Risk and Return 3 YearsInvestmentIndex90 Day U.S. Treasury isk (Standard Deviation %)InvestmentRisk (Standard Deviation %)IndexInvestment5 Year Rolling Percentile Rank IM U.S. Mid Cap Core Equity (MF)0.00.025.025.0Return Percentile RankReturn Percentile Rank3 Year Rolling Percentile Rank IM U.S. Mid Cap Core Equity (MF)50.075.0100.050.075.0100.06/1712/17Total Period¾ Investment¾ IndexPage otal Period¾ Investment¾ %)2(10%)0(0%)2012(60%)8(40%)0(0%)0(0%)
Strategy ReviewNationwide Mid Cap Market Index A (GMXAX) S&P MidCap 400 IndexAs of March 31, 2022Peer Group Analysis - IM U.S. Mid Cap Core Equity (MF)Peer Group Analysis - IM U.S. Mid Cap Core Equity TRFYTD1 YR2 YR3 YR4 YR5 YR Investment 713.6010.8710.452021202020192018201720162015 Investment 8.09-11.5015.4814.18-3.40Comparative Performance1 QtrEndingDec-2021InvestmentIndexMedianPage 227.828.007.99(56)(50)1 QtrEndingSep-2021-1.96-1.76-0.85(79)(75)1 QtrEndingJun-20213.443.645.22(88)(84)1 QtrEndingMar-202113.3313.4710.33(23)(22)1 QtrEndingDec-202024.2524.3719.41(12)(11)1 QtrEndingSep-20204.574.775.86(78)(75)
Strategy ReviewNationwide Small Company Growth InSvc (NWSIX) Russell 2000 Growth IndexAs of March 31, 2022Historical Statistics 3 YearsHistorical Statistics 5 001.08InvestmentIndex90 Day U.S. Treasury 37100.00-1.65541Risk and Return 3 YearsInvestmentIndex90 Day U.S. Treasury 331.1321.9721.470.280.620.51N/A99.91100.002.06141
Mar 31, 2022
