Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) | 1.77% | 5.86% | 12.46% | 7.99% | 9.84% | 11.05% | 9.52% | … | … |
Data as of 06/05/2026, Common starting date is 04/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) | 04/17/1980 | 06/05/2026 |
| 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 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 5.86 | 12.46 | 7.99 | 9.84 | 11.05 | 9.52 | … | … | 1.77 | 4.45 | 16.67 | 34.17 | -19.69 | 12.42 | 11.39 | 33.68 | -1.46 | 17.55 | 0.90 | -2.96 | 15.36 | 40.14 | 17.53 | 4.30 | 21.14 | 34.28 | -31.47 | 1.55 | 9.36 | 5.58 | 11.81 | 28.67 | -21.79 | -10.97 | -1.08 | 1.70 | 13.22 | 37.11 | 19.81 | 35.44 | -2.85 | 5.90 | 12.61 | 41.99 | -4.82 | 24.74 | 18.02 | -0.80 | 11.68 | 26.97 | 2.69 | 18.91 | 27.47 | 4.01 | 49.13 |
| Sharpe Ratio | NA | 0.58 | 0.74 | 0.26 | 0.47 | NA | NA | … | … | 0.58 | 0.09 | 1.06 | 2.28 | -0.83 | 0.78 | 0.33 | 2.58 | -0.17 | 2.39 | 0.05 | -0.20 | 1.24 | 3.40 | 1.26 | 0.18 | 1.19 | 1.32 | -0.92 | -0.12 | 0.60 | 0.37 | 1.12 | 1.96 | -1.18 | -0.64 | -0.24 | -0.11 | 0.48 | 2.23 | 1.42 | 4.38 | -0.71 | 0.46 | 1.20 | 3.10 | -0.76 | 1.85 | 1.51 | -0.32 | 0.94 | 3.49 | -0.41 | 1.32 | 1.66 | -0.58 | 5.66 |
| Standard Deviation(%) | NA | 11.90 | 14.12 | 17.37 | 18.06 | NA | NA | … | … | 13.64 | 17.03 | 12.26 | 13.50 | 25.41 | 15.82 | 33.17 | 12.49 | 16.77 | 7.11 | 14.01 | 15.23 | 12.38 | 11.80 | 14.02 | 23.46 | 17.71 | 25.89 | 35.14 | 13.93 | 9.91 | 8.93 | 9.69 | 14.26 | 19.51 | 21.28 | 21.70 | 15.28 | 20.46 | 14.92 | 11.26 | 7.18 | 8.39 | 8.16 | 8.35 | 12.22 | 13.51 | 10.18 | 8.68 | 15.67 | 7.73 | 6.16 | 10.51 | 9.49 | 11.74 | 11.26 | 12.05 |
| Draw Down(%) | NA | 13.20 | 18.60 | 30.24 | 33.44 | NA | NA | … | … | 12.52 | 17.64 | 7.66 | 8.34 | 26.19 | 8.21 | 33.44 | 6.24 | 18.06 | 3.03 | 11.24 | 13.23 | 7.47 | 5.45 | 10.42 | 20.70 | 15.12 | 26.08 | 45.30 | 9.15 | 8.80 | 6.02 | 8.88 | 13.16 | 27.46 | 29.38 | 13.55 | 17.48 | 27.91 | 8.07 | 9.02 | 3.32 | 8.74 | 6.28 | 7.16 | 4.68 | 23.18 | 7.49 | 5.71 | 24.23 | 6.99 | 4.84 | 16.00 | 8.33 | 13.15 | 17.68 | 8.20 |
| Yield(%) | 0.00 | 9.24 | 8.93 | 5.59 | 6.93 | 8.97 | 7.45 | … | … | 0.00 | 8.82 | 8.89 | 8.52 | 0.22 | 0.26 | 0.48 | 10.02 | 7.23 | 15.60 | 3.59 | 5.69 | 9.14 | 6.24 | 5.97 | 7.75 | 9.30 | 0.30 | 9.83 | 17.46 | 8.74 | 9.31 | 0.88 | 0.21 | 0.37 | 0.40 | 24.33 | 7.28 | 10.56 | 9.46 | 9.53 | 9.75 | 7.56 | 3.57 | 5.55 | 4.23 | 2.60 | 6.09 | 5.01 | 16.68 | 3.32 | 2.24 | 2.49 | 2.89 | 3.39 | 2.90 | 3.14 |
Data as of 06/05/2026, Common starting date is 04/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) |
-14.31%
Mar 2000 – Mar 2003 |
-7.61%
Mar 1998 – Mar 2003 |
-3.35%
Feb 1999 – Feb 2009 |
3.65%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) |
32.29%
Apr 1995 – Apr 1998 |
27.09%
Feb 2009 – Feb 2014 |
17.91%
Apr 1988 – Apr 1998 |
17.61%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart