Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCLEX (NICHOLAS LTD EDITION INC CLASS I) | -6.91% | -12.96% | 0.00% | -1.57% | 7.31% | 8.01% | 7.84% | … | … |
Data as of 06/11/2026, Common starting date is 12/15/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCLEX (NICHOLAS LTD EDITION INC CLASS I) | 12/15/1987 | 06/11/2026 |
| 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | -12.96 | 0.00 | -1.57 | 7.31 | 8.01 | 7.84 | … | … | -6.91 | -8.31 | 9.22 | 14.42 | -28.22 | 2.24 | 16.73 | 27.36 | -0.94 | 19.93 | 12.42 | -1.76 | 4.34 | 36.13 | 10.59 | 1.36 | 31.64 | 27.50 | -30.26 | 11.20 | 6.36 | 7.85 | 13.95 | 39.55 | -23.24 | 8.22 | -7.99 | -6.35 | 1.71 | 33.26 | 21.89 | 14.01 | -7.95 | -0.01 | 11.82 | 41.19 | -2.70 | 11.91 | 24.46 | 4.20 |
| Sharpe Ratio | NA | -0.98 | -0.17 | -0.21 | 0.28 | NA | NA | … | … | -1.15 | -0.60 | 0.16 | 0.61 | -1.06 | 0.10 | 0.49 | 2.01 | -0.15 | 1.99 | 0.87 | -0.12 | 0.31 | 2.92 | 0.68 | 0.05 | 1.63 | 1.03 | -0.87 | 0.54 | 0.24 | 0.52 | 1.01 | 2.70 | -0.60 | 0.24 | -0.48 | -0.76 | -0.08 | 2.50 | 1.60 | 0.67 | -1.12 | -0.18 | 1.01 | 3.84 | -0.67 | 0.79 | 2.18 | 11.75 |
| Standard Deviation(%) | NA | 16.98 | 17.27 | 19.51 | 19.32 | NA | NA | … | … | 18.23 | 19.04 | 16.50 | 16.80 | 27.90 | 22.19 | 33.73 | 12.92 | 15.51 | 9.73 | 14.10 | 14.49 | 14.17 | 12.36 | 15.62 | 29.06 | 19.35 | 26.61 | 35.74 | 15.18 | 13.16 | 11.01 | 12.92 | 14.41 | 40.76 | 24.84 | 24.92 | 12.64 | 19.03 | 11.84 | 11.38 | 15.13 | 9.73 | 11.77 | 9.29 | 9.70 | 11.83 | 7.80 | 9.04 | 12.96 |
| Draw Down(%) | NA | 21.36 | 28.50 | 28.50 | 35.79 | NA | NA | … | … | 18.71 | 19.63 | 9.04 | 14.82 | 29.70 | 16.27 | 35.79 | 6.48 | 21.46 | 4.50 | 11.67 | 13.88 | 9.94 | 5.20 | 12.60 | 23.94 | 13.93 | 24.06 | 44.74 | 6.96 | 13.63 | 7.54 | 12.87 | 12.59 | 32.47 | 29.94 | 24.20 | 16.78 | 32.72 | 8.09 | 14.27 | 12.29 | 11.17 | 8.18 | 11.05 | 4.99 | 24.44 | 5.92 | 5.62 | 1.42 |
| Yield(%) | 0.00 | 6.56 | 4.20 | 5.86 | 8.74 | 9.03 | 9.03 | … | … | 0.00 | 6.32 | 2.77 | 2.78 | 4.47 | 17.05 | 5.93 | 6.85 | 9.51 | 8.83 | 11.09 | 7.39 | 9.81 | 7.48 | 9.58 | 5.63 | 8.52 | 0.01 | 0.32 | 8.98 | 4.33 | 9.76 | 1.53 | 0.00 | 0.53 | 0.25 | 24.99 | 0.23 | 5.07 | 12.12 | 13.63 | 1.78 | 0.56 | 0.47 | 0.49 | 1.03 | 0.96 | 1.29 | 1.05 | 1.01 |
Data as of 06/11/2026, Common starting date is 12/15/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCLEX (NICHOLAS LTD EDITION INC CLASS I) |
-12.75%
Feb 2006 – Feb 2009 |
-8.28%
Mar 1998 – Mar 2003 |
-0.53%
Jan 1999 – Jan 2009 |
2.62%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCLEX (NICHOLAS LTD EDITION INC CLASS I) |
29.97%
Feb 2009 – Feb 2012 |
24.65%
Feb 2009 – Feb 2014 |
16.72%
Feb 2009 – Feb 2019 |
13.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart