NCTWX Performance Overview | cholas II, Inc. Cl I Stock

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0.34% Nasdaq

0.16%

Nicholas II I (NCTWX)

24.75 0.06(0.24%) May 21

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Performance Overview as of Feb 27, 2013

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Performance Overview

Morningstar Return Rating:	3.00
Year-to-Date Return:	6.65%
5-Year Average Return:	7.28%
Number of Years Up:	24
Number of Years Down:	5
Best 1 Yr Total Return (2003-12-31):	33.30%
Worst 1 Yr Total Return (2008-12-31):	-30.77%
Best 3-Yr Total Return (N/A):	16.52%
Worst 3-Yr Total Return (N/A):	-8.90%

Load Adjusted Returns

1-Year:	10.80%
3-Year:	13.75%
5-Year:	7.28%
10-Year:	9.73%

Trailing Returns (%) vs. Benchmarks

Return	NCTWX	Category	Diff	Index*	Diff
Year To Date	6.65	N/A	N/A	N/A	N/A
1-Month	0.92	N/A	N/A	N/A	N/A
3-Month	7.67	N/A	N/A	N/A	N/A
1-Year	10.80	N/A	N/A	N/A	N/A
3-Year	13.75	N/A	N/A	N/A	N/A
5-Year	7.28	N/A	N/A	N/A	N/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)	27.62	N/A	N/A	N/A	N/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)	-19.59	N/A	N/A	N/A	N/A

Annual Total Return (%) History ()

Year

NCTWX

Category

Diff

2013

N/A

2012

14.84

N/A

2011

0.01

N/A

2010

21.94

N/A

2009

29.08

N/A

2008

-30.77

N/A

2007

6.40

N/A

2006

8.25

N/A

2005

5.94

N/A

2004

12.03

N/A

2003

33.30

N/A

2002

-20.31

N/A

2001

-3.11

N/A

2000

-2.09

N/A

1999

1.17

N/A

1998

9.24

N/A

1997

37.01

N/A

1996

19.38

N/A

1995

28.55

N/A

1994

1.03

N/A

1993

6.40

N/A

1992

9.38

N/A

1991

39.56

N/A

1990

-6.21

N/A

1989

17.66

N/A

1988

17.30

N/A

1987

7.76

N/A

1986

10.35

N/A

1985

33.85

N/A

1984

16.92

N/A

Past Quarterly Returns (%) for NCTWX

	Q1	Q2	Q3	Q4
2013	9.87	N/A	N/A	N/A
2012	14.24	-6.40	4.52	2.76
2011	6.92	0.89	-17.71	12.67
2010	6.73	-6.68	9.65	11.64
2009	-3.56	14.83	11.61	4.44
2008	-6.72	-1.33	-4.30	-21.41
2007	2.31	7.76	-0.40	-3.11
2006	6.67	-5.45	3.22	3.99
2005	-2.96	3.36	1.95	3.60
2004	4.45	1.84	-3.61	9.26
2003	-2.56	15.32	5.45	12.50
2002	-2.29	-11.61	-11.59	4.37
2001	-13.31	14.70	-17.34	17.88
2000	-1.11	2.45	0.41	-3.75
1999	-4.33	3.71	-10.97	14.51
1998	13.89	-2.02	-15.62	16.02
1997	0.90	14.61	13.42	4.45
1996	12.01	-0.22	3.83	2.87
1995	8.79	3.19	9.50	4.57
1994	-2.93	-0.35	4.91	-0.44
1993	-0.30	0.23	2.43	3.95
1992	0.24	-4.19	2.08	11.56
1991	20.79	4.27	2.89	7.70
1990	-3.13	7.58	-17.23	8.73
1989	5.90	6.93	6.88	-2.78
1988	12.11	5.00	0.60	-0.95
1987	22.56	2.87	2.74	-16.81
1986	10.88	7.25	-8.55	1.47
1985	13.49	9.12	-1.44	9.66
1984	-2.23	4.06	10.94	3.59

Rank in Category (by total return)

Period	Rank	Funds in Category	% Rank
Year To Date	61		N/A
1-Month	45		N/A
3-Month	78		N/A
6-Month	47		N/A
1-Year	28		N/A
3-Year	48		N/A
5-Year	27		N/A

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Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). International historical chart data, daily updates, fund summary, fund performance, dividend data and Morningstar Index data provided by Morningstar, Inc.

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