Nicholas Limited Edition
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1987 | 0 | 0 | 0 | 0 | 0 | 1.3 | 1.58 | 3.98 | -0.93 | -17.33 | -1.48 | 6.86 | 0 |
| 1988 | 2.62 | 6.28 | 5.41 | 1.81 | -1.96 | 7.14 | -1.16 | -1.62 | 2.56 | 0.36 | -1.78 | 2.96 | 24.5 |
| 1989 | 4.16 | 1.11 | 0.17 | 3.27 | 2.2 | -1.51 | 4.93 | 2.23 | -0.15 | -2.94 | 1.71 | -3.52 | 11.9 |
| 1990 | -6.25 | 1.37 | 3.96 | -1.94 | 7.19 | 2.78 | -3.68 | -11.45 | -4.4 | -6.07 | 11.07 | 7.15 | -2.7 |
| 1991 | 5.65 | 9.28 | 5.54 | 1.5 | 2.82 | -1.96 | 2.2 | 3.46 | 0.76 | 1.56 | -1.73 | 6.5 | 41.2 |
| 1992 | 3.5 | 2.12 | -2.13 | -3.96 | 0.9 | -3.73 | 5.41 | -0.29 | 0.47 | 1.46 | 6.77 | 1.29 | 11.8 |
| 1993 | 1.49 | -0.32 | -0.21 | -4.06 | 2.37 | 1.5 | -0.05 | 1.96 | 2.6 | 0.91 | -1.15 | -4.77 | -0.1 |
| 1994 | 1.39 | -0.42 | -3.13 | 0.55 | -1.58 | -2.43 | 0.17 | 2.32 | 0.39 | 1.93 | -2.7 | -4.5 | -8 |
| 1995 | 2.63 | 3.19 | 3.2 | -0.32 | 0.59 | 3.1 | 3.57 | 3.95 | 3.03 | -2.71 | 4.13 | -10.21 | 14 |
| 1996 | 2.34 | 6.71 | 5.34 | 4.7 | 2.03 | -3.64 | -7.69 | 5.95 | 4.31 | -3.1 | 2.53 | 1.55 | 21.9 |
| 1997 | 2.02 | 1.23 | -5.32 | 0.59 | 11.72 | 4.87 | 4.27 | 1.93 | 8.07 | -0.4 | -2.45 | 3.63 | 33.3 |
| 1998 | -2.43 | 6.38 | 4.61 | -0.37 | -6.42 | 1.1 | -4.87 | -17.08 | 5.34 | 7.27 | 2.58 | 8.76 | 1.8 |
| 1999 | -2.52 | -7.25 | -1.28 | 4.63 | 5.97 | 0.63 | -2.2 | -6.96 | -3.97 | 0.09 | 6.59 | 0.86 | -6.4 |
| 2000 | -0.18 | 0.58 | 4.54 | -2.06 | -5.55 | 10.39 | -1.2 | 2.97 | -8.24 | -0.88 | -12.44 | 5.98 | -8 |
| 2001 | 14.12 | -11.85 | -13.51 | 12.43 | 3.98 | 5.06 | -2.96 | -5.22 | -8.59 | 5.21 | 8.86 | 5.17 | 8.2 |
| 2002 | -3.54 | -6.4 | 5.75 | -0.16 | 0 | -10.29 | -10.68 | 1.93 | -5.98 | 2.6 | 6.37 | -3.9 | -23.2 |
| 2003 | -3.84 | -2.17 | 2.89 | 8.93 | 6.38 | 2 | 5.32 | 2.86 | -1.55 | 6.36 | 4.26 | 3.14 | 39.6 |
| 2004 | 5.34 | 1.91 | 0.16 | -1.12 | -0.16 | 2.76 | -6 | -2.69 | 3.68 | 0.55 | 5.41 | 3.93 | 14 |
| 2005 | -3.01 | 1.58 | -0.88 | -4.13 | 6.38 | 2.87 | 4.48 | -1.19 | -0.1 | -2.51 | 4.91 | -0.19 | 7.9 |
| 2006 | 4.73 | 0.45 | 4.55 | -1.13 | -4.88 | -1.96 | -1.85 | 0.94 | 1.09 | 2.66 | 1.6 | 0.41 | 6.4 |
| 2007 | 1.58 | -0.35 | 0.45 | 2.26 | 5 | -0.47 | -3.33 | 2.72 | 2.31 | 5.72 | -3.19 | -1.59 | 11.2 |
| 2008 | -5.93 | -4.13 | -0.83 | 5.07 | 3.98 | -6.58 | 1.2 | 2.27 | -6.33 | -20.1 | -7.75 | 6.92 | -30.3 |
| 2009 | -8.69 | -7.23 | 9.41 | 11.77 | 2.08 | 3.87 | 4.44 | 0.31 | 5.74 | -3.01 | 1.58 | 6.35 | 27.5 |
| 2010 | -2.7 | 5.09 | 6.77 | 3.2 | -6 | -3.88 | 4.09 | -4.41 | 12.56 | 3.8 | 4.47 | 6.46 | 31.6 |
| 2011 | 1.01 | 3.58 | 3.59 | 2.91 | -0.82 | -1.41 | -3.48 | -6.35 | -8.4 | 13.08 | -0.09 | -0.64 | 1.4 |
| 2012 | 5.6 | 3.53 | 2.49 | -1.24 | -7.35 | 3.64 | -2.21 | 4.1 | 2.21 | -1.6 | 0.18 | 1.47 | 10.6 |
| 2013 | 4.89 | 1.63 | 4.41 | -2.35 | 4.19 | 1.55 | 6.07 | -1.44 | 4.94 | 3.61 | 2.29 | 1.81 | 36.1 |
| 2014 | -3.62 | 3.26 | 0.11 | -3.56 | 0.27 | 3.8 | -5.29 | 4.49 | -3.59 | 5.97 | 1.65 | 1.53 | 4.3 |
| 2015 | -4.49 | 7.72 | 1.82 | -2.53 | 1.41 | 1.36 | 0.04 | -6.47 | -4.57 | 4.87 | 3.14 | -3.08 | -1.8 |
| 2016 | -6.35 | -0.37 | 6.99 | 0.86 | 2.09 | -0.08 | 5.1 | 1.67 | -0.39 | -4.36 | 6.93 | 0.56 | 12.4 |
| 2017 | 2.03 | 2.61 | 1.41 | 2.11 | 1.52 | 1.53 | -0.26 | -0.42 | 4.83 | 0.87 | 2.63 | -0.41 | 19.9 |
| 2018 | 2.66 | -2.81 | 0.08 | -0.15 | 5.68 | 1.88 | 1.17 | 8.43 | -1.03 | -7.86 | 2.02 | -9.56 | -0.9 |
| 2019 | 8.51 | 4.51 | 0.08 | 3.94 | -3.46 | 4.71 | 2.75 | -2.85 | -0.54 | 2.66 | 3.89 | -4.52 | 20.6 |
| 2020 | 2.63 | 6.41 | 1.57 | 7.13 | 13.46 | -17.08 | -7.69 | 1.41 | -7.6 | 0.28 | 11.33 | 8.12 | 16.7 |
| 2021 | -0.67 | 2.04 | -13.08 | 21.95 | -1.58 | 1.6 | 2.42 | 3.11 | -2.88 | 5.54 | -3.28 | -9.11 | 2.2 |
| 2022 | -9.73 | -1.15 | 1.39 | -6.83 | -1.4 | -4.63 | 7.57 | -3.92 | -8.63 | 5.1 | 2.44 | -10.94 | -28.2 |
| 2023 | 8.78 | -0.87 | -0.61 | -2 | -1.02 | 7.93 | 2.94 | -1.78 | -5.63 | -6.47 | 7.94 | 5.87 | 14.4 |
| 2024 | -1.98 | 9.9 |