Nicholas

  • Nicholas II Fund

Nicholas II Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2005 -8.4 5.1 -1.9 -0.1 -2 4.1 2 4.7 -3.3 0 0 0 0
2006 -0 1.7 2.3 2.4 2.4 -1.6 -1.6 -4 -0.1 3.2 0.3 2.9 7.9
2007 -1 -4 1.8 2.5 1.5 -4.3 -1.3 4.4 4.5 0 -0.3 2.5 5.8
2008 3.4 -6.8 -18.6 -8 3.6 0.4 -8.5 2.4 5.3 -0.7 -1.6 -4.6 -31
2009 3.7 3.6 -2.9 3.6 1.9 5.6 2.7 1.4 10.3 7.2 -5.2 -5.1 0
2010 5.6 2 3.6 10.5 -4.7 4 -4.4 -6.2 4.1 5.2 4.4 -2.9 21.7
2011 -1 0.4 13.3 -7.6 -5.9 -5.4 -1.6 -0.7 3.1 1.3 3.4 2 -0.4
2012 0.8 2.7 -0.9 1.1 4 -0.6 0.9 -6.5 -0.9 3.3 4.1 6.1 14.4
2013 2.6 2.3 3 5.3 -1.2 5.3 -0.6 2.5 -0.1 3 0.9 5.6 32.3
2014 0.3 2.9 3.7 -2.8 4.9 -2.5 3.2 1.3 -1.5 -0.3 5.6 -3.8 0
2015 -2.9 0.5 5 -4.4 -5.6 1.7 -0.8 2 0.3 1.3 6.9 -2.7 0.5
2016 -0.3 4.8 -3.3 -0.8 0.8 3.6 -2.1 2.2 -0.4 7.4 0.5 -7.1 4.6
2017 0.8 4 1.8 3 -0.4 1.1 1.3 2.2 1.3 -0 4.3 3.6 25.2
2018 -8.6 3.2 -7.6 -0.6 3 3.1 0.8 2.1 -0.4 0.1 -3.3 4.6 -4.5
2019 -8.4 3.3 1.1 1.1 -1.2 1.8 7.1 -4.3 4 2 5.5 8.4 20.8
2020 4.3 10.9 -1.4 -5.2 2 6.2 0.5 9 13.1 -16.9 -7.6 -0.3 11.2
2021 -4.8 -3.2 5 -4.7 2.5 3.3 1.7 -0.4 6.1 13.5 -6.5 -1.1 10.1
2022 -8.4 5.2 6.9 -8 -3.3 9.1 -6.4 -2.1 -7.7 2.1 -0.8 -8.2 -21.4
2023 7.8 9.7 -5.2 -4.8 -2.3 2.2 7.1 0.2 -1.8 0.9 -2.1 7 18.7
2024 -5.1 2.3 5.7 0.1 0 0 0 0 0 0 0 0 2.7