Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NICK (Nicholas Financial Inc) | NA | 28.85% | -21.30% | -7.57% | -7.18% | -0.48% | -2.83% | … | … |
Data as of 11/04/2024, Common starting date is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NICK (Nicholas Financial Inc) | 12/29/1997 | 11/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 28.85 | -21.30 | -7.57 | -7.18 | -0.48 | -2.83 | … | … | -15.22 | 9.52 | -46.56 | 40.69 | 1.70 | -20.77 | 18.18 | -25.99 | 2.06 | -21.81 | -5.34 | 26.94 | -3.28 | 25.20 | 48.62 | 222.51 | -67.50 | -38.73 | 12.27 | 10.09 | 73.37 | 105.47 | 5.79 | 52.00 | -6.98 | 72.00 | -25.65 | -6.60 |
| Sharpe Ratio | NA | 0.45 | -0.54 | -0.20 | -0.22 | NA | NA | … | … | -0.70 | 0.09 | -1.06 | 1.34 | 0.02 | -1.31 | -0.10 | -1.36 | -1.57 | -1.94 | -1.26 | 0.33 | -0.68 | 0.16 | 1.19 | 2.88 | -1.38 | -2.08 | -0.37 | -0.33 | 1.62 | 2.63 | -0.24 | 0.49 | -1.17 | 1.26 | 0.10 | -2.63 |
| Standard Deviation(%) | NA | 45.39 | 46.58 | 49.29 | 40.34 | NA | NA | … | … | 35.30 | 57.12 | 45.37 | 30.34 | 69.04 | 33.56 | 32.49 | 33.44 | 20.37 | 20.76 | 18.99 | 25.27 | 32.38 | 42.96 | 25.15 | 70.75 | 62.85 | 29.37 | 26.96 | 33.25 | 33.21 | 32.80 | 57.86 | 64.75 | 64.89 | 77.18 | 77.21 | 76.61 |
| Draw Down(%) | NA | 23.45 | 63.49 | 63.79 | 71.03 | NA | NA | … | … | 23.45 | 47.95 | 55.17 | 9.53 | 45.24 | 25.57 | 18.94 | 35.98 | 26.58 | 24.61 | 30.90 | 11.80 | 19.40 | 29.51 | 13.04 | 44.59 | 73.20 | 45.29 | 22.86 | 22.82 | 33.14 | 16.55 | 36.78 | 35.58 | 28.26 | 25.57 | 52.78 | 6.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.08 | 0.76 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.78 | 3.43 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 1.21 | 1.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/04/2024, Common starting date is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICK (Nicholas Financial Inc) |
-40.09%
Feb 2006 – Feb 2009 |
-22.30%
Feb 2004 – Feb 2009 |
-11.56%
Oct 2013 – Oct 2023 |
-7.33%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICK (Nicholas Financial Inc) |
77.09%
Dec 2008 – Dec 2011 |
50.12%
May 2000 – May 2005 |
18.56%
Feb 2001 – Feb 2011 |
20.28%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart