NICSX
Nicholas Fund
Mutual fund
$95.84+0.59 (+0.62%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $1,582,799
- CAGR
- +11.44%
- Max drawdown
- −50.19%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.69%
- 3M
- +3.70%
- 6M
- +16.75%
- YTD
- +8.26%
- 1Y
- +8.02%
- 3Y
- +14.34%
- 5Y
- +9.51%
- 10Y
- +12.93%
- 15Y
- +13.97%
- 20Y
- +10.86%
- 25Y
- +10.06%
- 30Y
- +9.22%
- Since 1980
- +11.44%
Metrics
Since 1980| Volatility | 15.72% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.23 |
| Best year, 1991 | +41.99% |
| Worst year, 2008 | −31.47% |
| Positive years | 36 of 46 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.2% | Jun 2007 | Mar 2009 | Nov 2010 | 3.4 years |
| −43.2% | Sep 2000 | Mar 2003 | Feb 2006 | 5.5 years |
| −33.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.9% | Jul 1998 | Oct 1998 | Apr 1999 | 9 months |
| −25.3% | Dec 2021 | Oct 2022 | Jul 2023 | 1.5 years |
Annual returns
2026 through Oct 2