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Nicholas (NICSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
95.25+0.09 (+0.09%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.98%
5-Year Average Return16.23%
Number of Years Up41
Number of Years Down13
Best 1 Yr Total Return (Mar 27, 2024)40.18%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return40.18%
Worst 3-Yr Total Return4.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNICSXCategory
YTD7.60%12.38%
1-Month4.52%5.09%
3-Month12.16%10.28%
1-Year37.97%41.70%
3-Year14.18%22.56%
5-Year15.96%21.98%
10-Year11.74%15.99%
Last Bull Market37.49%25.99%
Last Bear Market-15.62%-17.29%

Annual Total Return (%) History

Year
NICSXCategory
2023
34.23%N/A
2022
-18.13%N/A
2021
26.55%N/A
2020
18.89%35.86%
2019
33.49%31.90%
2018
-1.52%-2.09%
2017
17.54%27.67%
2016
0.92%3.23%
2015
-2.95%3.60%
2014
15.31%10.00%
2013
40.18%33.92%
2012
17.57%15.34%
2011
4.38%-2.46%
2010
20.95%15.53%
2009
34.28%35.68%
2008
-31.57%-40.67%
2007
1.65%13.35%
2006
9.34%7.05%
2005
5.60%6.71%
2004
11.80%7.81%
2003
28.66%28.66%
2002
-21.85%-27.64%
2001
-10.98%-22.30%
2000
-1.47%-13.05%
1999
1.70%38.87%
1998
13.12%34.55%
1997
37.01%26.36%
1996
19.78%19.76%
1995
35.40%32.65%
1994
-2.84%-2.45%
1993
5.90%8.69%
1992
12.63%5.92%
1991
41.98%40.07%
1990
-4.81%-3.78%
1989
24.53%27.76%
1988
18.00%12.55%
1987
-0.75%1.56%
1986
11.68%14.05%
1985
29.65%28.64%
1984
9.97%-3.94%
1983
24.12%18.56%
1982
35.61%32.75%
1981
8.56%-2.13%
1980
35.57%40.60%
1979
31.01%32.37%
1978
28.07%15.06%
1977
21.57%2.56%
1976
23.21%22.23%
1975
47.81%35.35%
1974
-33.44%-31.34%
1973
-52.70%-28.56%
1972
28.03%19.23%
1971
85.43%24.89%
1970
-24.35%-10.89%
1969
N/A-9.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20239.40%11.17%-2.88%13.64%
2022-6.83%-15.62%-3.85%8.32%
20213.96%8.42%2.09%9.98%
2020-18.67%20.12%9.56%11.08%
201915.36%5.33%1.37%8.37%
20180.47%2.50%8.82%-12.13%
20177.25%2.22%2.45%4.64%
2016-1.48%1.87%0.64%-0.08%
20154.70%1.70%-8.33%-0.57%
20141.02%4.84%-0.02%8.90%
201313.49%1.55%9.62%10.95%
20129.80%-5.42%8.68%4.17%
20116.71%1.39%-14.80%13.23%
20107.90%-10.20%11.31%12.15%
2009-9.00%21.93%14.09%6.07%
2008-8.83%-3.64%-1.22%-21.15%
2007-0.91%7.73%-1.72%-3.11%
20065.65%-4.37%2.32%5.76%
2005-0.61%4.89%0.95%0.35%
20043.07%1.14%-2.10%9.55%
2003-4.81%17.81%2.25%12.20%
2002-1.34%-12.04%-10.70%0.85%
2001-11.94%5.18%-15.97%14.39%
20004.20%-2.34%2.78%-5.80%
1999-0.72%4.70%-12.74%12.12%
199812.15%0.53%-15.89%19.29%
19971.77%16.04%9.16%6.28%
19966.30%2.55%3.89%5.76%
19958.72%5.63%9.16%8.00%
1994-4.74%0.79%3.42%-2.16%
19930.84%-0.01%2.41%2.55%
19921.04%-1.86%3.06%10.21%
199120.22%2.57%5.31%9.33%
1990-2.31%7.45%-17.70%10.18%
19898.09%8.14%7.72%-1.10%
198811.09%5.82%0.81%-0.43%
198714.60%0.80%3.14%-16.70%
19869.57%5.14%-4.64%1.66%
198513.16%8.02%-2.77%9.08%
1984-5.30%2.15%11.26%2.17%
198312.57%14.53%-0.15%-3.58%
1982-5.96%0.45%18.94%20.69%
19818.93%6.36%-13.81%8.70%
1980-11.14%20.03%18.03%7.70%
19799.45%4.96%10.95%2.79%
19783.57%17.41%13.00%-6.80%
1977-5.77%13.55%6.41%6.77%
197619.97%-5.62%-1.49%10.47%
197529.98%17.16%-4.40%1.53%
1974-4.40%-15.32%-24.44%8.82%
1973-25.35%-26.93%30.23%-33.41%
197222.31%8.88%-11.70%8.89%
197135.25%10.51%5.78%17.29%
1970-14.56%-36.31%24.75%11.42%
19692.37%N/AN/AN/A

Rank In Category (By Total Return)

YTD77
1-Month92
3-Month86
1-Year66
3-Year3
5-Year38

Load Adjusted Returns

1-Year37.97%
3-Year14.18%
5-Year15.96%
10-Year11.74%