Nicholas Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | -1.23 | -16.01 | 7.16 | 7.23 | 4.45 | 10.29 | 3.67 | 3.23 | 2.77 | 5.44 | -0.61 | 0 |
| 1981 | -0.89 | 1.58 | 8.21 | -1.23 | 1.92 | 1.15 | -2.43 | -7.42 | -4.58 | 8.34 | 2.33 | -1.95 | 3.9 |
| 1982 | -3.92 | -3.62 | 1.55 | -2.66 | -1.44 | -1.59 | 2.26 | 10.02 | 5.73 | 9.86 | 7.1 | 2.58 | 27.5 |
| 1983 | 1.71 | 5.25 | 5.16 | 2.97 | 4.01 | 2.44 | -0.37 | -3.25 | 3.59 | -4.03 | 1.75 | -1.26 | 18.9 |
| 1984 | -2.52 | -4.49 | 1.7 | -5.83 | -3.3 | 4.75 | -0.18 | 9.96 | 1.36 | 1.11 | -1.6 | 2.7 | 2.7 |
| 1985 | 8.98 | 3.62 | 0.21 | -0.21 | 3.39 | 2.53 | 0.13 | -0.13 | -2.77 | 3.32 | 3.44 | 2.06 | 27 |
| 1986 | 1.03 | 4.28 | 4.01 | 0.58 | 3.89 | 0.62 | -3.92 | 3.59 | -4.19 | 3.27 | 0.28 | -1.83 | 11.7 |
| 1987 | 7.69 | 4.45 | 1.89 | -3.08 | 0.23 | 3.72 | 3.04 | 2.71 | -2.53 | -17.29 | -3.21 | 4.05 | -0.8 |
| 1988 | 4.04 | 4.85 | 1.84 | 0.83 | -0.79 | 5.79 | -0.51 | -1.56 | 2.93 | 0.92 | -2.88 | 1.59 | 18 |
| 1989 | 4.81 | 0.32 | 2.8 | 4.68 | 3.62 | -0.29 | 6.6 | 1.27 | -0.22 | -2.98 | 1.09 | 1 | 24.7 |
| 1990 | -6.6 | 1.36 | 3.2 | -2.17 | 9.16 | 0.63 | -2.37 | -10.18 | -6.16 | -4.05 | 9.05 | 5.3 | -4.8 |
| 1991 | 5.56 | 9.48 | 4.02 | 2.65 | 4.41 | -4.3 | 3.62 | 3.12 | -1.44 | 0.96 | -2.46 | 11.03 | 42 |
| 1992 | 1.75 | 1.54 | -2.2 | -0.81 | 0.41 | -1.48 | 4.18 | -2.21 | 1.16 | 1.76 | 6.1 | 2.08 | 12.6 |
| 1993 | 0.29 | -2 | 2.6 | -2.42 | 2.53 | -0.06 | -1.05 | 2.84 | 0.64 | 0.6 | -1.62 | 3.62 | 5.9 |
| 1994 | 1.53 | -1.8 | -4.45 | 1.21 | 1.69 | -2.08 | 1.74 | 3.6 | -1.88 | -0.06 | -3.25 | 1.18 | -2.9 |
| 1995 | 3.31 | 3.63 | 1.56 | 0.25 | 2.97 | 2.32 | 4.28 | 1 | 3.64 | -1.07 | 6.44 | 2.6 | 35.4 |
| 1996 | 2.9 | 1.36 | 1.92 | 1.24 | 1.33 | -0.02 | -4.98 | 3.56 | 5.58 | 0.68 | 6.33 | -1.19 | 19.8 |
| 1997 | 4.93 | 1.63 | -4.56 | 6.32 | 5.25 | 3.68 | 6.94 | -3.5 | 5.78 | -1.76 | 4.07 | 4.04 | 37.1 |
| 1998 | -1.2 | 8.12 | 4.99 | 1.14 | -3.61 | 3.12 | -3.9 | -16.14 | 4.36 | 7.84 | 5.18 | 5.26 | 13.2 |
| 1999 | -0.97 | -0.85 | 1.1 | 6.8 | -2.45 | 0.5 | -2.79 | -6.14 | -4.36 | 7.35 | 0.75 | 3.68 | 1.7 |
| 2000 | -1.96 | -3.71 | 10.38 | -0.92 | -1.92 | 0.77 | 0.06 | 5.62 | -2.74 | -1.04 | -6.49 | 1.92 | -1.1 |
| 2001 | 2.42 | -8.23 | -6.32 | 6.43 | 1.49 | -2.63 | -1.5 | -6.4 | -8.86 | 2.7 | 7.53 | 3.58 | -11 |
| 2002 | -3.25 | -2.85 | 4.96 | -2.97 | 0 | -9.27 | -4.46 | 0.91 | -7.37 | 1.33 | 3.27 | -3.63 | -21.8 |
| 2003 | -2.62 | -3.46 | 1.25 | 7.83 | 6.78 | 2.33 | 2.46 | 2.67 | -2.8 | 6.77 | 3.43 | 1.6 | 28.7 |
| 2004 | 2.4 | 1.97 | -1.3 | 0.68 | -0.14 | 0.61 | -4.46 | 0.24 | 2.23 | 0.32 | 4.54 | 4.45 | 11.8 |
| 2005 | -0.46 | 1.58 | -1.7 | -1.15 | 4.04 | 1.98 | 2.04 | -1.55 | 0.49 | -2.14 | 1.69 | 0.83 | 5.6 |
| 2006 | 3.14 | 0.5 | 1.92 | -0.57 | -3.21 | -0.64 | -0.12 | 1.02 | 1.41 | 3.25 | 1.48 | 0.97 | 9.4 |
| 2007 | 1.94 | -1.93 | -0.87 | 3.25 | 5.42 | -1.11 | -5.34 | 2.32 | 1.46 | 1.16 | -2.85 | -1.44 | 1.6 |
| 2008 | -5.16 | -2.22 | -1.68 | 5.09 | 2.58 | -10.47 | 2.19 | 3.07 | -6.22 | -17.39 | -9.75 | 5.76 | -31.5 |
| 2009 | -5.39 | -8.89 | 5.56 | 14.62 | 3.34 | 2.95 | 7.95 | 2.25 | 3.36 | -2.21 | 4.86 | 3.44 | 34.3 |
| 2010 | -2.8 | 4.92 | 5.79 | 2.41 | -7.82 | -4.72 | 5.89 | -5.24 | 10.93 | 4.01 | 2.17 | 5.53 | 21.1 |
| 2011 | 1.33 | 3.45 | 1.8 | 2.43 | 0.49 | -1.52 | -2.76 | -4.68 | -8.07 | 11.4 | 1.21 | 0.38 | 4.3 |
| 2012 | 4.22 | 3.72 | 1.57 | 0.9 | -6.92 | 0.71 | 2.12 | 3.27 | 3.06 | 1.1 | 1.95 | 1.04 | 17.5 |
| 2013 | 6.44 | 1.73 | 4.82 | 0.91 | 2.43 | -1.78 | 6.2 | -1.84 | 5.16 | 4.6 | 2.64 | 3.34 | 40.1 |
| 2014 | -2.38 | 4.77 | -1.23 | 0.72 | 1.66 | 2.41 | -1.52 | 3.87 | -2.26 | 3.98 | 3.93 | 0.78 | 15.4 |
| 2015 | -2.06 | 6.96 | -0.06 | 0.92 | 2.06 | -1.3 | 2.5 | -6.26 | -4.59 | 2.66 | -0.65 | -2.49 | -3 |
| 2016 | -6.04 | 0.05 | 4.8 | 1.38 | 1.93 | -1.42 | 2.35 | -1.37 | -0.3 | -3.23 | 2.92 | 0.3 | 0.9 |
| 2017 | 3.16 | 3.67 | 0.29 | 0.85 | 0.54 | 0.81 | 1.88 | -0.59 | 1.15 | 1.7 | 2.34 | 0.55 | 17.6 |
| 2018 | 5.11 | -2.82 | -1.65 | -0.24 | 2.47 | 0.3 | 4.36 | 4.12 | 0.15 | -6.57 | 3.13 | -8.77 | -1.5 |
| 2019 | 8.42 | 4.49 | 1.83 | 4.01 | -4.39 | 2.83 | 1.73 | -1.12 | 0.78 | 2.07 | 3.24 | -2.26 | 23.2 |
| 2020 | 6.28 | 5.83 | 0.69 | 3.2 | 13.02 | -13.42 | -7.43 | 1.47 | -13.17 | -2.69 | 10.44 | 3.35 | 10.9 |
| 2021 | -2.41 | -2.27 | 9 | 5.59 | -0.09 | 2.79 | 3.95 | 2.8 | -4.46 | 7.04 | -1.26 | -1.27 | 12.2 |
| 2022 | -6.37 | -4.06 | 3.72 | -8.58 | -0.72 | -8.63 | 9.79 | -4.39 | -8.4 | 7.47 | 6.32 | -5.64 | -19.9 |
| 2023 | 6.45 | -1.67 | 4.51 | 2.05 | 2.99 | 2.02 | 2.34 | -0.31 | -4.8 | -1.56 | 10.74 | 0.7 | 25.1 |
| 2024 | 2.94 | 10.6 |