Nationwide Portfolio Pletion Fund Five Year Return
Nationwide Portfolio Pletion fundamentals help investors to digest information that contributes to Nationwide Portfolio's financial success or failures. It also enables traders to predict the movement of Nationwide Mutual Fund. The fundamental analysis module provides a way to measure Nationwide Portfolio's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nationwide Portfolio mutual fund.
Nationwide |
Nationwide Portfolio Pletion Mutual Fund Five Year Return Analysis
Nationwide Portfolio's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Nationwide Portfolio Five Year Return | 0.31 % |
Most of Nationwide Portfolio's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nationwide Portfolio Pletion is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Nationwide Portfolio Pletion has a Five Year Return of 0.31%. This is 51.56% lower than that of the Category family and 51.79% lower than that of the Family category. The five year return for all United States funds is 90.43% higher than that of the company.
Nationwide Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nationwide Portfolio's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Nationwide Portfolio could also be used in its relative valuation, which is a method of valuing Nationwide Portfolio by comparing valuation metrics of similar companies.Nationwide Portfolio is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Nationwide Portfolio
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments and bonds.Asset allocation divides Nationwide Portfolio's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Nationwide Fundamentals
| Price To Earning | 23.80 X | |||
| Price To Book | 1.74 X | |||
| Price To Sales | 6.72 X | |||
| Total Asset | 505.2 M | |||
| One Year Return | (1.83) % | |||
| Three Year Return | 1.68 % | |||
| Five Year Return | 0.31 % | |||
| Net Asset | 505.2 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 83.37 % | |||
| Equity Positions Weight | 10.28 % | |||
| Bond Positions Weight | 5.64 % |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Consideration for investing in Nationwide Mutual Fund
If you are still planning to invest in Nationwide Portfolio check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Nationwide Portfolio's history and understand the potential risks before investing.
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