Nicholas Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1980 | 0 | 20.02 | 18.03 | 7.7 | 0 |
| 1981 | 8.93 | 1.82 | -13.81 | 8.7 | 3.92 |
| 1982 | -5.96 | -5.58 | 18.94 | 20.69 | 27.47 |
| 1983 | 12.57 | 9.72 | -0.15 | -3.58 | 18.91 |
| 1984 | -5.3 | -4.34 | 11.41 | 2.66 | 2.69 |
| 1985 | 13.16 | 5.35 | -3.06 | 9.08 | 26.97 |
| 1986 | 9.57 | 5.14 | -4.64 | 1.66 | 11.68 |
| 1987 | 14.6 | 0.75 | 3.14 | -16.69 | -0.8 |
| 1988 | 11.09 | 5.84 | 0.81 | -0.43 | 18.02 |
| 1989 | 8.09 | 8.15 | 7.72 | -1.11 | 24.74 |
| 1990 | -2.31 | 8 | -17.93 | 7.77 | -4.82 |
| 1991 | 20.22 | 3.1 | 4.26 | 9.34 | 41.99 |
| 1992 | 1.04 | -1.87 | 3.06 | 10.21 | 12.61 |
| 1993 | 0.84 | -0.01 | 2.41 | 2.56 | 5.9 |
| 1994 | -4.74 | 0.78 | 3.42 | -2.17 | -2.85 |
| 1995 | 8.72 | 5.63 | 9.16 | 8.26 | 35.44 |
| 1996 | 6.3 | 1.24 | 3.32 | 5.77 | 19.81 |
| 1997 | 1.77 | 16.02 | 9.16 | 6.37 | 37.11 |
| 1998 | 12.15 | 0.53 | -15.89 | 19.4 | 13.22 |
| 1999 | -0.72 | 4.7 | -12.74 | 12.13 | 1.71 |
| 2000 | 4.2 | -2.08 | 2.78 | -5.37 | -1.08 |
| 2001 | -11.94 | 6.7 | -16.37 | 14.68 | -10.97 |
| 2002 | -1.34 | -11.84 | -8.95 | 0.85 | -21.79 |
| 2003 | -4.81 | 17.81 | 2.25 | 12.2 | 28.67 |
| 2004 | 3.07 | 1.15 | -2.1 | 9.55 | 11.81 |
| 2005 | -0.61 | 4.88 | 0.95 | 0.34 | 5.58 |
| 2006 | 5.65 | -4.38 | 2.32 | 5.99 | 9.36 |
| 2007 | -0.91 | 7.98 | -2.63 | -3.71 | 1.55 |
| 2008 | -8.83 | -3.49 | -1.22 | -21.15 | -31.47 |
| 2009 | -9 | 21.93 | 14.09 | 6.07 | 34.28 |
| 2010 | 7.9 | -10.05 | 11.31 | 12.14 | 21.14 |
| 2011 | 6.71 | 1.36 | -14.8 | 13.17 | 4.3 |
| 2012 | 9.8 | -6.22 | 7.95 | 3.73 | 17.53 |
| 2013 | 13.49 | 2.35 | 8.55 | 10.95 | 40.14 |
| 2014 | 1.02 | 4.86 | -0.02 | 8.91 | 15.36 |
| 2015 | 4.7 | 1.66 | -8.33 | -0.55 | -2.96 |
| 2016 | -1.48 | 1.86 | 0.64 | -0.1 | 0.9 |
| 2017 | 7.25 | 2.23 | 2.45 | 4.13 | 17.55 |
| 2018 | 0.47 | 4.91 | 8.45 | -12.36 | -1.46 |
| 2019 | 15.36 | 1.09 | 0.42 | 2.99 | 23.16 |
| 2020 | -18.67 | 17.44 | -2.34 | 11.06 | 10.9 |
| 2021 | 3.96 | 8.43 | -4.79 | 9.99 | 12.17 |
| 2022 | -6.83 | -17.07 | -3.85 | 7.81 | -19.9 |
| 2023 | 9.4 | 7.22 | -2.88 | 9.44 | 25.05 |
| 2024 | 9.98 | -3.94 | 0 | 10.59 |