Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NNLEX (NICHOLAS LTD EDITION INC CLASS N) | -7.41% | -13.43% | 0.43% | -1.61% | 6.75% | 7.53% | 6.63% | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NNLEX (NICHOLAS LTD EDITION INC CLASS N) | 03/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -13.43 | 0.43 | -1.61 | 6.75 | 7.53 | 6.63 | … | … | -7.41 | -8.57 | 11.55 | 16.81 | -23.92 | 18.77 | 22.42 | 27.08 | -1.27 | 19.57 | 12.05 | -2.12 | 3.98 | 35.61 | 10.20 | 0.98 | 31.51 | 27.29 | -30.41 | 1.79 | 1.67 | -1.64 |
| Sharpe Ratio | NA | -0.89 | -0.13 | -0.21 | 0.27 | NA | NA | … | … | -1.06 | -0.61 | 0.49 | 0.80 | -0.94 | 1.14 | 0.67 | 1.98 | -0.17 | 1.95 | 0.84 | -0.15 | 0.28 | 2.87 | 0.65 | 0.03 | 1.63 | 1.02 | -0.88 | -0.08 | -0.13 | -0.30 |
| Standard Deviation(%) | NA | 16.85 | 17.28 | 19.48 | 19.30 | NA | NA | … | … | 18.18 | 19.06 | 16.16 | 16.61 | 26.94 | 16.47 | 33.18 | 12.91 | 15.45 | 9.73 | 14.11 | 14.51 | 14.16 | 12.39 | 15.65 | 29.07 | 19.30 | 26.62 | 35.73 | 17.38 | 13.98 | 14.34 |
| Draw Down(%) | NA | 21.49 | 28.77 | 28.77 | 35.80 | NA | NA | … | … | 18.74 | 19.69 | 7.22 | 14.86 | 26.58 | 9.01 | 35.80 | 6.53 | 21.55 | 4.49 | 11.67 | 13.95 | 10.12 | 5.26 | 12.70 | 24.01 | 13.87 | 24.11 | 44.81 | 12.47 | 13.72 | 9.95 |
| Yield(%) | 0.00 | 7.43 | 4.81 | 6.48 | 8.95 | 9.02 | 8.05 | … | … | 0.00 | 7.13 | 3.11 | 3.10 | 4.94 | 18.53 | 6.40 | 7.08 | 10.10 | 9.32 | 11.61 | 7.68 | 10.12 | 7.61 | 9.76 | 5.72 | 8.82 | 0.01 | 0.20 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNLEX (NICHOLAS LTD EDITION INC CLASS N) |
-16.59%
Feb 2006 – Feb 2009 |
-2.92%
Aug 2005 – Aug 2010 |
5.09%
Sep 2005 – Sep 2015 |
6.76%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNLEX (NICHOLAS LTD EDITION INC CLASS N) |
29.67%
Feb 2009 – Feb 2012 |
24.30%
Feb 2009 – Feb 2014 |
16.37%
Feb 2009 – Feb 2019 |
13.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart