Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPSGX (Nicholas Partners Small Cap Growth Fund Institutional Shares) | 20.75% | 53.66% | 23.27% | 7.54% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPSGX (Nicholas Partners Small Cap Growth Fund Institutional Shares) | 01/16/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.14 | 53.66 | 23.27 | 7.54 | NA | NA | NA | … | … | 20.75 | 17.88 | 18.42 | 20.05 | -31.62 | 10.51 | 69.72 | 25.06 |
| Sharpe Ratio | NA | 2.63 | 0.98 | 0.23 | NA | NA | NA | … | … | 2.69 | 0.59 | 0.70 | 0.87 | -1.01 | 0.28 | 1.80 | 1.46 |
| Standard Deviation(%) | NA | 24.09 | 23.54 | 27.91 | NA | NA | NA | … | … | 29.01 | 25.57 | 21.24 | 19.00 | 32.83 | 37.19 | 38.43 | 17.07 |
| Draw Down(%) | NA | 13.45 | 29.47 | 46.95 | NA | NA | NA | … | … | 13.45 | 27.25 | 11.94 | 17.90 | 35.77 | 22.28 | 36.99 | 11.68 |
| Yield(%) | 0.00 | 5.48 | 3.75 | 5.03 | 7.18 | 4.79 | 3.59 | … | … | 0.00 | 5.04 | 4.37 | 0.00 | 0.00 | 19.72 | 14.66 | 3.93 |
Data as of 06/05/2026, Common starting date is 01/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSGX (Nicholas Partners Small Cap Growth Fund Institutional Shares) |
-3.38%
Nov 2020 – Nov 2023 |
4.79%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSGX (Nicholas Partners Small Cap Growth Fund Institutional Shares) |
26.54%
May 2023 – May 2026 |
15.51%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart