Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) | 5.64% | 14.20% | 11.61% | 4.94% | 8.13% | 9.01% | 8.95% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) | 12/29/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 14.20 | 11.61 | 4.94 | 8.13 | 9.01 | 8.95 | … | … | 5.64 | 9.61 | 9.97 | 7.87 | -8.76 | 13.18 | 4.90 | 30.29 | -4.48 | 12.42 | 12.61 | -3.72 | 8.78 | 32.96 | 13.59 | 1.65 | 22.05 | 34.54 | -23.59 | 1.11 | 23.25 | -0.39 | 19.67 | 22.07 | -16.73 | 1.06 | 15.53 | -15.00 | 1.96 | 18.22 | 12.59 | 17.21 | 4.14 | -0.17 |
| Sharpe Ratio | NA | 1.18 | 0.73 | 0.18 | 0.41 | NA | NA | … | … | 0.93 | 0.47 | 0.67 | 0.39 | -0.53 | 0.84 | 0.14 | 2.62 | -0.41 | 1.77 | 0.88 | -0.26 | 0.85 | 3.27 | 1.33 | 0.08 | 1.56 | 1.40 | -0.76 | -0.15 | 2.22 | -0.28 | 2.02 | 1.55 | -0.98 | -0.09 | 0.74 | -1.69 | -0.11 | 1.77 | 0.99 | 2.44 | 0.22 | -5.14 |
| Standard Deviation(%) | NA | 9.90 | 11.62 | 13.78 | 16.17 | NA | NA | … | … | 10.78 | 14.48 | 9.42 | 11.00 | 19.26 | 15.59 | 32.83 | 10.99 | 14.40 | 6.66 | 14.07 | 14.20 | 10.33 | 10.07 | 10.26 | 20.59 | 14.10 | 24.69 | 32.20 | 13.35 | 8.96 | 9.50 | 9.25 | 13.76 | 18.27 | 15.00 | 15.19 | 10.84 | 14.32 | 8.18 | 8.98 | 5.41 | 4.84 | 4.16 |
| Draw Down(%) | NA | 7.30 | 14.68 | 23.41 | 33.47 | NA | NA | … | … | 7.30 | 13.81 | 5.99 | 10.88 | 20.60 | 8.51 | 33.47 | 5.27 | 17.83 | 4.00 | 11.00 | 14.53 | 8.24 | 6.17 | 7.75 | 19.43 | 10.60 | 29.03 | 38.78 | 9.55 | 4.18 | 8.04 | 4.80 | 13.93 | 29.94 | 15.24 | 10.52 | 17.30 | 21.90 | 5.45 | 9.48 | 4.34 | 3.92 | 0.27 |
| Yield(%) | 0.00 | 3.71 | 4.97 | 3.64 | 6.09 | 7.39 | 7.83 | … | … | 0.00 | 7.57 | 4.24 | 4.40 | 1.69 | 1.85 | 1.47 | 15.03 | 14.19 | 7.12 | 4.22 | 6.55 | 6.03 | 7.54 | 5.60 | 6.54 | 2.36 | 3.13 | 3.18 | 15.29 | 2.79 | 5.96 | 1.83 | 1.52 | 1.26 | 1.47 | 1.92 | 3.61 | 6.07 | 8.44 | 5.57 | 3.34 | 2.82 | 0.13 |
Data as of 06/04/2026, Common starting date is 12/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) |
-8.81%
Feb 2006 – Feb 2009 |
-6.08%
Mar 1998 – Mar 2003 |
0.00%
Feb 1999 – Feb 2009 |
2.94%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) |
28.13%
Feb 2009 – Feb 2012 |
24.56%
Feb 2009 – Feb 2014 |
15.52%
Feb 2009 – Feb 2019 |
12.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart