Nicholas

  • Nicholas Fund

Nicholas Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1980 -0.6 5.4 2.8 3.2 3.7 10.3 4.5 7.2 7.2 -16 -1.2 0 0
1981 -2 2.3 8.3 -4.6 -7.4 -2.4 1.2 1.9 -1.2 8.2 1.6 -0.9 3.9
1982 2.6 7.1 9.9 5.7 10 2.3 -1.6 -1.4 -2.7 1.6 -3.6 -3.9 27.5
1983 -1.3 1.8 -4 3.6 -3.3 -0.4 2.4 4 3 5.2 5.3 1.7 18.9
1984 2.7 -1.6 1.1 1.4 10 -0.2 4.8 -3.3 -5.8 1.7 -4.5 -2.5 2.7
1985 2.1 3.4 3.3 -2.8 -0.1 0.1 2.5 3.4 -0.2 0.2 3.6 9 0
1986 -1.8 0.3 3.3 -4.2 3.6 -3.9 0.6 3.9 0.6 4 4.3 1 11.7
1987 4.1 -3.2 -17.3 -2.5 2.7 3 3.7 0.2 -3.1 1.9 4.5 7.7 -0.8
1988 1.6 -2.9 0.9 2.9 -1.6 -0.5 5.8 -0.8 0.8 1.8 4.9 4 18
1989 1 1.1 -3 -0.2 1.3 6.6 -0.3 3.6 4.7 2.8 0.3 4.8 24.7
1990 5.3 9.1 -4.1 -6.2 -10.2 -2.4 0.6 9.2 -2.2 3.2 1.4 -6.6 -4.8
1991 11 -2.5 1 -1.4 3.1 3.6 -4.3 4.4 2.7 4 9.5 5.6 42
1992 2.1 6.1 1.8 1.2 -2.2 4.2 -1.5 0.4 -0.8 -2.2 1.5 1.8 12.6
1993 3.6 -1.6 0.6 0.6 2.8 -1.1 -0.1 2.5 -2.4 2.6 -2 0.3 5.9
1994 1.2 -3.3 -0.1 -1.9 3.6 1.7 -2.1 1.7 1.2 -4.5 -1.8 1.5 -2.9
1995 2.6 6.4 -1.1 3.6 1 4.3 2.3 3 0.3 1.6 3.6 3.3 35.4
1996 -1.2 6.3 0.7 5.6 3.6 -5 -0 1.3 1.2 1.9 1.4 2.9 19.8
1997 4 4.1 -1.8 5.8 -3.5 6.9 3.7 5.3 6.3 -4.6 1.6 4.9 37.1
1998 5.3 5.2 7.8 4.4 -16.1 -3.9 3.1 -3.6 1.1 5 8.1 -1.2 13.2
1999 3.7 0.8 7.4 -4.4 -6.1 -2.8 0.5 -2.5 6.8 1.1 -0.9 -1 1.7
2000 1.9 -6.5 -1 -2.7 5.6 0.1 0.8 -1.9 -0.9 10.4 -3.7 -2 -1.1
2001 3.6 7.5 2.7 -8.9 -6.4 -1.5 -2.6 1.5 6.4 -6.3 -8.2 2.4 -11
2002 -3.6 3.3 1.3 -7.4 0.9 -4.5 -9.3 0 -3 5 -2.9 -3.3 0
2003 1.6 3.4 6.8 -2.8 2.7 2.5 2.3 6.8 7.8 1.3 -3.5 -2.6 28.7
2004 4.5 4.5 0.3 2.2 0.2 -4.5 0.6 -0.1 0.7 -1.3 2 2.4 11.8
2005 0.8 1.7 -2.1 0.5 -1.6 2 2 4 -1.2 -1.7 1.6 -0.5 5.6
2006 1 1.5 3.3 1.4 1 -0.1 -0.6 -3.2 -0.6 1.9 0.5 3.1 9.4
2007 -1.4 -2.9 1.2 1.5 2.3 -5.3 -1.1 5.4 3.3 -0.9 -1.9 1.9 1.5
2008 5.8 -9.8 -17.4 -6.2 3.1 2.2 -10.5 2.6 5.1 -1.7 -2.2 -5.2 -31.5
2009 3.4 4.9 -2.2 3.4 2.3 8 3 3.3 14.6 5.6 -8.9 -5.4 34.3
2010 5.5 2.2 4 10.9 -5.2 5.9 -4.7 -7.8 2.4 5.8 4.9 -2.8 0
2011 0.4 1.2 11.4 -8.1 -4.7 -2.8 -1.5 0.5 2.4 1.8 3.5 1.3 0
2012 1 2 1.1 3.1 3.3 2.1 0.7 -6.9 0.9 1.6 3.7 4.2 17.5
2013 3.3 2.6 4.6 5.2 -1.8 6.2 -1.8 2.4 0.9 4.8 1.7 6.4 40.1
2014 0.8 3.9 4 -2.3 3.9 -1.5 2.4 1.7 0.7 -1.2 4.8 -2.4 0
2015 -2.5 -0.7 2.7 -4.6 -6.3 2.5 -1.3 2.1 0.9 -0.1 7 -2.1 -3
2016 0.3 2.9 -3.2 -0.3 -1.4 2.4 -1.4 1.9 1.4 4.8 0.1 -6 0.9
2017 0.6 2.3 1.7 1.2 -0.6 1.9 0.8 0.5 0.9 0.3 3.7 3.2 17.5
2018 -8.8 3.1 -6.6 0.2 4.1 4.4 0.3 2.5 -0.2 -1.7 -2.8 5.1 -1.5
2019 -2.3 3.2 2.1 0.8 -1.1 1.7 2.8 -4.4 4 1.8 4.5 8.4 23.2
2020 3.4 10.4 -2.7 -13.2 6.3 5.8 0.7 3.2 13 -13.4 -7.4 1.5 10.9
2021 -1.3 -1.3 7 -4.5 2.8 4 2.8 -0.1 5.6 9 -2.3 -2.4 12.2
2022 -5.6 6.3 7.5 -8.4 -4.4 9.8 -8.6 -0.7 -8.6 3.7 -4.1 -6.4 -19.9
2023 0.7 10.7 -1.6 -4.8 -0.3 2.3 2 3 2.1 4.5 -1.7 6.5 25.1
2024 -4.3 2.2 4.5 2.9 0 0 0 0 0 0 0 0 8.3