Nicholas

  • Nicholas II Fund

Nicholas II Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1983 0.9 2.6 0 0 0 0 0 0 0 0 0 0 0
1984 2.2 -0.5 0.3 1.7 8.9 0.2 5.1 -0.9 -0.1 2.6 -3 -1.8 15.1
1985 1.4 4.6 3 -2.5 -0.3 1.4 3.6 2.6 2.8 1.8 2.4 8.8 33.3
1986 -2.1 0 0.4 -6.2 3.7 -6.1 1.8 4.8 0.6 3.2 4.3 3 0
1987 7.4 -3 -20.2 -2.3 4 1.1 6.1 1.5 -4.5 2.9 7.4 11 7.7
1988 4 -4.1 -0.8 3.4 -1.9 -0.8 5.3 -1.8 1.5 4.2 5.6 1.9 17.2
1989 0.5 0.4 -3.7 0.6 1.1 5.1 -0.8 3.7 3.9 1.8 0.9 3.2 17.7
1990 6.1 8.9 -5.8 -4.8 -10.3 -3.1 2.3 7 -1.7 2.8 1.2 -6.9 -6.1
1991 7.9 -1.2 1.1 -1.2 2.6 1.6 -2.4 4.6 2.2 6.3 9.6 3.8 39.6
1992 2.9 6.4 1.9 -1.1 0.4 2.8 -1.8 0.6 -3 -3.4 0.8 3 9.4
1993 3.9 -1.3 1.4 1.7 1.6 -0.8 0.2 3.8 -3.7 1.6 -2.8 1 6.4
1994 2.2 -3.3 0.8 0 3.7 1.1 -1.8 0.5 1 -4.7 0.9 1 0
1995 2 5.7 -3 2.5 2 4.7 2.9 1.4 -1.1 2.4 3.8 2.4 28.6
1996 0.1 5.6 -2.7 3.6 6.8 -6.1 -4.4 1.4 3 3.7 5.6 2.3 19.4
1997 3.3 1.8 -0.6 5.9 0.4 6.7 1.3 8.7 4.1 -4.8 3 2.9 37.1
1998 5.9 4.8 4.8 5.7 -19.2 -1.2 1.8 -3.8 0 6.1 9.7 -2.1 9.4
1999 3.6 5.8 3.1 -3.6 -6.1 -1.7 -1.2 -0.6 5.6 -0.3 -3.3 -0.8 -0.2
2000 4.3 -8 1.1 -2.5 4.4 -1.3 4.2 -2.8 1.2 8.9 -3.5 -5.9 -1.4
2001 5.1 8.6 3.3 -8.6 -5.4 -4.5 1 1.1 12.4 -10.2 -9.9 7 -3.1
2002 -5.1 6.4 3.3 -6.9 1.5 -6.5 -9.7 -0.2 -1.9 5.7 -4.2 -3.4 -20.3
2003 2.5 3.2 6.4 -2.1 3.4 4.2 1.4 6.8 6.5 1.4 -1.2 -2.7 33.3
2004 4.1 4 1 2.1 -1.3 -4.3 1.1 1.5 -0.7 -1 1.8 3.7 12
2005 -8.4 5.2 -1.9 -0.1 -2 4.1 2 4.7 -3.3 -1.3 0.6 -2.3 -3.4
2006 -0 1.7 2.3 2.4 2.4 -1.6 -1.5 -4 0 3.3 0.4 2.9 8.3
2007 -1 -4 1.8 2.5 1.5 -4.2 -1.2 4.4 4.5 0.1 -0.3 2.5 6.2
2008 3.5 -6.7 -18.5 -8 3.6 0.4 -8.6 2.4 5.3 -0.7 -1.6 -4.6 -30.7
2009 3.8 3.6 -2.8 3.7 1.9 5.7 2.6 1.4 10.3 7.1 -5.1 -5.1 0
2010 5.6 2.1 3.6 10.5 -4.6 4.1 -4.4 -6.2 4.1 5.2 4.5 -2.9 21.9
2011 -1 0.4 13.3 -7.6 -5.9 -5.4 -1.6 -0.7 3.2 1.3 3.4 2 0
2012 0.9 2.7 -0.9 1.1 4 -0.6 0.9 -6.5 -0.9 3.4 4.1 6.2 14.8
2013 2.6 2.4 3 5.3 -1.2 5.3 -0.5 2.5 -0 3 0.9 5.7 32.7
2014 0.3 3 3.8 -2.8 4.9 -2.5 3.2 1.3 -1.4 -0.2 5.6 -3.8 11.3
2015 -2.8 0.5 5 -4.4 -5.5 1.7 -0.8 2.1 0.3 1.4 6.9 -2.6 0.9
2016 -0.3 4.8 -3.3 -0.7 0.8 3.6 -2.1 2.3 -0.4 7.4 0.6 -7.1 4.9
2017 0.8 4 1.8 3 -0.4 1.1 1.4 2.2 1.3 0 4.3 3.6 0
2018 -8.5 3.2 -7.6 -0.6 3 3.1 0.8 2.1 -0.4 0.1 -3.3 4.7 -4.2
2019 -8.5 3.3 1.2 1.1 -1.2 1.8 7.1 -4.2 4 2 5.6 8.4 21.1
2020 4.4 11 -1.4 -5.2 2 6.2 0.5 9 13.1 -16.9 -7.6 -0.2 11.5
2021 -4.6 -3.2 5 -4.7 2.5 3.3 1.7 -0.4 6.2 13.4 -6.3 -1.1 10.6
2022 -8.3 5.2 6.9 -8 -3.2 9.1 -6.4 -2 -7.7 2.1 -0.8 -8.2 -21.1
2023 7.8 9.8 -5.2 -4.8 -2.3 2.2 7.2 0.2 -1.8 0.9 -2.1 7 19
2024 -5 2.4 5.7 0.1 0 0 0 0 0 0 0 0 1.6