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Monday, December 28, 2009, 9:39PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
Nicholas Limited Edition I (NCLEX)On Dec 28: 17.96  Down 0.01 (0.06%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:19.89%
5-Year Average Return:2.07%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2004):13.94%
Worst 1-Yr Total Return (2008):-30.26%
Best 3-Yr Total Return (2004-6):9.32%
Worst 3-Yr Total Return (2006-8):-6.21%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnNCLEXCategoryDiffIndex*Diff
Year To Date19.8925.65-5.7624.07-4.18
1-Month1.583.38-1.86.00-4.42
3-Month4.183.710.477.91-3.73
1-Year28.1931.83-3.6425.392.8
3-Year-2.26-7.285.02-5.793.53
5-Year2.07-0.382.450.711.36
Last Bull Market ( 28-Feb-09 to 30-Sep-09)43.6453.06-9.4245.76-2.12
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-15.05-19.684.63-18.253.2
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearNCLEXCategoryDiff
2009N/AN/AN/A
2008
 
-30.26-41.5511.29
2007
 
11.207.593.61
2006
 
6.3810.81-4.43
2005
 
7.786.021.76
2004
 
13.9412.411.53
2003
 
39.5545.54-5.99
2002
 
-23.51-27.884.37
2001
 
8.21-8.9117.12
2000
 
-8.66-3.85-4.81
1999
 
-4.0964.77-68.86
PAST QUARTERLY RETURNS (%) FOR NCLEX 
Q1Q2Q3Q4
2009-7.3218.5110.78N/A
2008-10.562.06-3.06-21.19
20071.686.871.590.72
20069.98-7.800.154.74
2005-2.354.913.142.00
20047.521.44-5.1610.15
2003-3.2018.206.6514.37
2002-4.52-10.75-14.414.87
2001-12.9922.82-15.9320.45
20004.952.11-6.64-8.70
1999N/AN/AN/A10.21
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date61378677.99
1-Month63681677.94
3-Month32681540.00
6-Month65780281.92
1-Year51878166.33
3-Year446676.60
5-Year9456316.70

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