Nicholas

  • Nicholas Limited Edition

Nicholas Limited Edition

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1987 6.9 -1.5 -17.3 -0.9 4 1.6 1.3 0 0 0 0 0 0
1988 3 -1.8 0.4 2.6 -1.6 -1.2 7.1 -2 1.8 5.4 6.3 2.6 24.4
1989 -3.5 1.7 -2.9 -0.2 2.2 4.9 -1.5 2.2 3.3 0.2 1.1 4.2 11.9
1990 7.2 11.1 -6.1 -4.4 -11.5 -3.7 2.8 7.2 -1.9 4 1.4 -6.3 -2.7
1991 6.5 -1.7 1.6 0.8 3.5 2.2 -2 2.8 1.5 5.5 9.3 5.7 41.2
1992 1.3 6.8 1.5 0.5 -0.3 5.4 -3.7 0.9 -4 -2.1 2.1 3.5 11.8
1993 -4.8 -1.2 0.9 2.6 2 -0.1 1.5 2.4 -4.1 -0.2 -0.3 1.5 -0
1994 -4.5 -2.7 1.9 0.4 2.3 0.2 -2.4 -1.6 0.6 -3.1 -0.4 1.4 -8
1995 -10.2 4.1 -2.7 3 4 3.6 3.1 0.6 -0.3 3.2 3.2 2.6 14
1996 1.6 2.5 -3.1 4.3 6 -7.7 -3.6 2 4.7 5.3 6.7 2.3 21.9
1997 3.6 -2.5 -0.4 8.1 1.9 4.3 4.9 11.7 0.6 -5.3 1.2 2 33.3
1998 8.8 2.6 7.3 5.3 -17.1 -4.9 1.1 -6.4 -0.4 4.6 6.4 -2.4 1.8
1999 0.9 6.6 0.1 -4 -7 -2.2 0.6 6 4.6 -1.3 -7.3 -2.5 -6.4
2000 6 -12.4 -0.9 -8.2 3 -1.2 10.4 -5.6 -2.1 4.5 0.6 -0.2 -8
2001 5.2 8.9 5.2 -8.6 -5.2 -3 5.1 4 12.4 -13.5 -11.9 14.1 0
2002 -3.9 6.4 2.6 -6 1.9 -10.7 -10.3 0 -0.2 5.8 -6.4 -3.5 -23.2
2003 3.1 4.3 6.4 -1.6 2.9 5.3 2 6.4 8.9 2.9 -2.2 -3.8 39.6
2004 3.9 5.4 0.6 3.7 -2.7 -6 2.8 -0.2 -1.1 0.2 1.9 5.3 14
2005 -0.2 4.9 -2.5 -0.1 -1.2 4.5 2.9 6.4 -4.1 -0.9 1.6 -3 7.9
2006 0.4 1.6 2.7 1.1 0.9 -1.9 -2 -4.9 -1.1 4.6 0.5 4.7 6.4
2007 -1.6 -3.2 5.7 2.3 2.7 -3.3 -0.5 5 2.3 0.5 -0.4 1.6 11.2
2008 6.9 -7.8 -20.1 -6.3 2.3 1.2 -6.6 4 5.1 -0.8 -4.1 -5.9 -30.3
2009 6.4 1.6 -3 5.7 0.3 4.4 3.9 2.1 11.8 9.4 -7.2 -8.7 27.5
2010 6.5 4.5 3.8 12.6 -4.4 4.1 -3.9 -6 3.2 6.8 5.1 -2.7 31.6
2011 -0.6 -0.1 13.1 -8.4 -6.4 -3.5 -1.4 -0.8 2.9 3.6 3.6 1 1.4
2012 1.5 0.2 -1.6 2.2 4.1 -2.2 3.6 -7.4 -1.2 2.5 3.5 5.6 10.6
2013 1.8 2.3 3.6 4.9 -1.4 6.1 1.6 4.2 -2.4 4.4 1.6 4.9 36.1
2014 1.5 1.7 6 -3.6 4.5 -5.3 3.8 0.3 -3.6 0.1 3.3 -3.6 4.3
2015 -3.1 3.1 4.9 -4.6 -6.5 0 1.4 1.4 -2.5 1.8 7.7 -4.5 -1.8
2016 0.6 6.9 -4.4 -0.4 1.7 5.1 -0.1 2.1 0.9 7 -0.4 -6.4 12.4
2017 -0.4 2.6 0.9 4.8 -0.4 -0.3 1.5 1.5 2.1 1.4 2.6 2 19.9
2018 -9.6 2 -7.9 -1 8.4 1.2 1.9 5.7 -0.2 0.1 -2.8 2.7 -0.9
2019 -4.5 3.9 2.7 -0.5 -2.9 2.8 4.7 -3.5 3.9 0.1 4.5 8.5 20.6
2020 8.1 11.3 0.3 -7.6 2.6 6.4 1.6 7.1 13.5 -17.1 -7.7 1.4 16.7
2021 -9.1 -3.3 5.5 -2.9 3.1 2.4 1.6 -1.6 22 -13.1 2 -0.7 2.2
2022 -10.9 2.4 5.1 -8.6 -3.9 7.6 -4.6 -1.4 -6.8 1.4 -1.2 -9.7 -28.2
2023 5.9 7.9 -6.5 -5.6 -1.8 2.9 7.9 -1 -2 -0.6 -0.9 8.8 14.4
2024 -2.9 2.7 4.7 -2 0 0 0 0 0 0 0 0 -0.9