Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCTWX (NICHOLAS II INC CLASS I) | -0.44% | -2.01% | 5.94% | 0.00% | 7.39% | 8.60% | 7.69% | … | … |
Data as of 06/04/2026, Common starting date is 10/15/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCTWX (NICHOLAS II INC CLASS I) | 10/15/1984 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.14 | -2.01 | 5.94 | 0.00 | 7.39 | 8.60 | 7.69 | … | … | -0.44 | -1.27 | 6.74 | 19.89 | -20.96 | 10.79 | 11.65 | 34.90 | -4.20 | 25.65 | 4.89 | 0.92 | 11.31 | 32.73 | 14.76 | 0.03 | 21.94 | 29.09 | -30.73 | 6.24 | 8.28 | -3.36 | 12.01 | 33.30 | -20.31 | -3.09 | -1.37 | -0.17 | 9.44 | 37.08 | 19.38 | 28.55 | 1.03 | 6.40 | 9.38 | 39.56 | -6.14 | 17.73 | 17.23 | 7.76 | 7.07 | 33.29 | 1.94 |
| Sharpe Ratio | NA | -0.31 | 0.17 | -0.16 | 0.30 | NA | NA | … | … | -0.34 | -0.22 | 0.23 | 1.14 | -0.87 | 0.62 | 0.35 | 2.68 | -0.35 | 3.24 | 0.32 | 0.06 | 0.88 | 2.76 | 1.01 | 0.00 | 1.29 | 1.21 | -0.90 | 0.24 | 0.44 | -0.42 | 0.92 | 1.99 | -0.89 | -0.21 | -0.21 | -0.25 | 0.28 | 2.61 | 1.40 | 3.37 | -0.26 | 0.59 | 0.88 | 3.71 | -1.09 | 1.70 | 1.57 | 0.20 | 0.32 | 2.34 | 0.49 |
| Standard Deviation(%) | NA | 14.86 | 16.04 | 18.63 | 18.68 | NA | NA | … | … | 17.33 | 19.15 | 13.58 | 14.36 | 25.86 | 17.35 | 32.89 | 12.46 | 15.79 | 7.76 | 14.70 | 15.05 | 12.88 | 11.86 | 14.64 | 25.89 | 16.92 | 23.88 | 35.03 | 13.14 | 11.06 | 13.38 | 11.99 | 16.41 | 24.09 | 26.39 | 27.22 | 14.38 | 21.10 | 12.76 | 11.17 | 7.28 | 8.00 | 7.17 | 7.79 | 9.57 | 10.65 | 6.95 | 7.85 | 17.31 | 8.37 | 11.87 | 6.55 |
| Draw Down(%) | NA | 15.43 | 20.63 | 32.46 | 36.61 | NA | NA | … | … | 14.83 | 19.60 | 8.08 | 12.71 | 25.17 | 9.95 | 36.61 | 5.28 | 19.50 | 3.54 | 12.70 | 12.24 | 9.09 | 5.09 | 10.77 | 23.00 | 12.51 | 19.99 | 43.88 | 9.26 | 11.32 | 9.98 | 10.59 | 12.81 | 29.23 | 28.57 | 14.55 | 19.40 | 31.47 | 8.13 | 14.55 | 4.13 | 7.96 | 6.77 | 9.95 | 4.89 | 23.14 | 6.99 | 6.78 | 27.21 | 10.79 | 2.84 | 1.26 |
| Yield(%) | 0.00 | 10.91 | 6.42 | 3.29 | 6.45 | 7.94 | 6.98 | … | … | 0.00 | 10.99 | 5.36 | 0.86 | 0.18 | 0.16 | 0.17 | 13.83 | 10.56 | 12.36 | 5.20 | 6.09 | 13.73 | 9.71 | 9.77 | 2.76 | 2.63 | 0.68 | 5.74 | 11.60 | 4.96 | 0.04 | 4.30 | 0.01 | 0.00 | 2.85 | 36.82 | 0.03 | 11.26 | 17.31 | 11.29 | 11.03 | 8.03 | 6.39 | 4.14 | 3.54 | 2.46 | 5.47 | 2.61 | 9.97 | 2.69 | 1.38 | 0.80 |
Data as of 06/04/2026, Common starting date is 10/15/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCTWX (NICHOLAS II INC CLASS I) |
-11.43%
Feb 2006 – Feb 2009 |
-6.57%
Mar 1998 – Mar 2003 |
-1.96%
Feb 1999 – Feb 2009 |
3.47%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCTWX (NICHOLAS II INC CLASS I) |
30.56%
Apr 1995 – Apr 1998 |
22.03%
Feb 2009 – Feb 2014 |
16.61%
Nov 1987 – Nov 1997 |
14.39%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart