NWWSX Performance — Nationwide Destination 2060 Fund, Class C
Data updated: 2026-09-18
NWWSX returned +11.11% year to date and +20.95% over one year to Jul 2026. Annualised returns are +15.69% over 3 years and +8.53% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $155, against $146 for the category, and to $121 over one year, against $116. Volatility over the past three years was 12.08% a year. In the 12 months to Jul 2026 the fund lost a net $2.2M, and assets reached $65.98M. Returns are those of sibling share class NWWRX; this class's own returns are not reported in filings.
NWWSX Growth of $100
What $100 invested in Nationwide Destination 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | NWWSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $121 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $155 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $151 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $207 | $186 |
NWWSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.11% |
| 1 year | +20.95% |
| 3 years (annualised) | +15.69% |
| 5 years (annualised) | +8.53% |
NWWSX Annual Returns
Calendar-year total returns of Nationwide Destination 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +11.11% |
| 2025 | +19.08% |
| 2024 | +13.07% |
| 2023 | +19.64% |
| 2022 | −19.02% |
| 2021 | +16.81% |
| 2020 | +13.42% |
| 2019 (Aug–Dec) | +7.99% |
NWWSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +1.2% | −5.8% | +9.1% | +4.1% | −0.4% | +0.4% | — | — | — | — | — |
| 2025 | +3.2% | −0.6% | −3.6% | +0.5% | +5.2% | +4.0% | +0.6% | +2.9% | +2.8% | +1.5% | +0.4% | +1.0% |
| 2024 | −0.1% | +3.8% | +3.5% | −4.3% | +4.2% | +1.1% | +2.2% | +2.1% | +1.6% | −2.1% | +4.7% | −3.8% |
| 2023 | +7.7% | −3.1% | +1.7% | +0.8% | −1.3% | +5.8% | +3.4% | −2.7% | −4.2% | −3.2% | +8.6% | +5.6% |
| 2022 | −5.3% | −2.5% | +1.0% | −8.0% | +0.4% | −8.3% | +7.5% | −3.9% | −9.3% | +6.8% | +7.6% | −4.7% |
| 2021 | −0.2% | +2.8% | +2.5% | +4.0% | +1.2% | +1.1% | +0.5% | +2.1% | −3.9% | +4.7% | −2.5% | +3.6% |
| 2020 | −1.4% | −7.6% | −16.6% | +10.8% | +5.3% | +3.0% | +4.8% | +5.3% | −2.8% | −1.6% | +12.2% | +4.9% |
| 2019 | — | — | — | — | — | — | — | −2.3% | +2.0% | +2.4% | +2.6% | +3.1% |
NWWSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.08%
- 3-year Sharpe ratio: 0.93 (vs 4.5% risk-free rate)
- Best month: +9.08% (Apr 2026)
- Worst month: −5.81% (Mar 2026)
NWWSX Fund Flows
Monthly money in and out of Nationwide Destination 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: −$2.2M
- 12-month gross sales (incl. reinvestments): $21.1M
- Sales ÷ redemptions: 0.90×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.3M | $772K | $501K |
| Jun 2026 | $1.4M | $726K | $651K |
| May 2026 | $1.0M | $496K | $533K |
| Apr 2026 | $1.3M | $767K | $492K |
| Mar 2026 | $1.5M | $862K | $598K |
| Feb 2026 | $2.9M | $4.5M | −$1.6M |
| Jan 2026 | $1.2M | $1.8M | −$596K |
| Dec 2025 | $5.8M | $1.1M | $4.6M |
| Nov 2025 | $1.1M | $1.1M | $20K |
| Oct 2025 | $1.4M | $922K | $446K |
| Sep 2025 | $1.2M | $8.4M | −$7.2M |
| Aug 2025 | $1.1M | $1.8M | −$740K |
NWWSX Assets Under Management
Net assets of Nationwide Destination 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $65.98M |
| 2026-04-30 | $61.92M |
| 2026-01-31 | $60.00M |
| 2025-10-31 | $58.18M |
| 2025-07-31 | $61.66M |
| 2025-04-30 | $56.91M |
| 2025-01-31 | $59.70M |
| 2024-10-31 | $56.92M |
| 2024-07-31 | $54.89M |
| 2024-04-30 | $49.02M |
| 2024-01-31 | $45.98M |
| 2023-10-31 | $39.61M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.