Nicholas Limited Edition
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | 0 | 0 | -0.93 | -4.18 | 6.39 | 2.82 | 4.44 | -1.24 | -0.1 | -2.57 | 4.92 | -9.1 | 0 |
2006 | 4.69 | 0.4 | 4.51 | -1.14 | -4.89 | -1.97 | -1.9 | 0.89 | 1.09 | 2.62 | 1.6 | -3.75 | 1.7 |
2007 | 1.54 | -0.4 | 0.41 | 2.27 | 4.99 | -0.52 | -3.36 | 2.69 | 2.24 | 5.68 | -3.17 | -9.6 | 1.8 |
2008 | -5.99 | -4.12 | -0.84 | 5.07 | 3.91 | -6.55 | 1.16 | 2.29 | -6.35 | -20.11 | -7.77 | 6.89 | -30.4 |
2009 | -8.64 | -7.31 | 9.43 | 11.75 | 2.03 | 3.85 | 4.43 | 0.32 | 5.74 | -3.04 | 1.6 | 6.31 | 27.3 |
2010 | -2.68 | 5.04 | 6.75 | 3.37 | -6.03 | -3.88 | 4.04 | -4.42 | 12.51 | 3.81 | 4.39 | 6.45 | 31.5 |
2011 | 0.98 | 3.5 | 3.6 | 2.83 | -0.84 | -1.43 | -3.5 | -6.38 | -8.42 | 13.07 | -0.14 | -0.66 | 1 |
2012 | 5.57 | 3.47 | 2.46 | -1.27 | -7.38 | 3.63 | -2.26 | 4.1 | 2.17 | -1.64 | 0.13 | 1.49 | 10.2 |
2013 | 4.83 | 1.58 | 4.44 | -2.41 | 4.18 | 1.51 | 6.03 | -1.48 | 4.92 | 3.57 | 2.28 | 1.77 | 35.6 |
2014 | -3.66 | 3.25 | 0.08 | -3.56 | 0.24 | 3.77 | -5.31 | 4.44 | -3.59 | 5.93 | 1.63 | 1.47 | 4 |
2015 | -4.5 | 7.69 | 1.77 | -2.56 | 1.39 | 1.33 | 0 | -6.5 | -4.59 | 4.86 | 3.1 | -3.14 | -2.1 |
2016 | -6.38 | -0.38 | 6.98 | 0.81 | 2.05 | -0.13 | 5.08 | 1.67 | -0.45 | -4.37 | 6.89 | 0.54 | 12.1 |
2017 | 2.01 | 2.58 | 1.36 | 2.1 | 1.48 | 1.54 | -0.32 | -0.44 | 4.79 | 0.84 | 2.59 | -0.4 | 19.6 |
2018 | 2.63 | -2.88 | 0.04 | -0.16 | 5.68 | 1.84 | 1.13 | 8.43 | -1.1 | -7.86 | 2 | -9.6 | -1.3 |
2019 | 8.51 | 4.47 | 0.08 | 3.87 | -3.49 | 4.71 | 2.73 | -2.84 | -0.58 | 2.63 | 3.89 | -4.72 | 20 |
2020 | 2.62 | 6.37 | 1.54 | 7.1 | 13.46 | -17.07 | -7.71 | 1.37 | -8 | 0.27 | 11.31 | 8.12 | 16 |
2021 | -0.69 | -13.69 | 1.2 | 23.72 | -1.56 | 1.59 | 2.39 | 3.08 | -2.9 | 5.53 | -3.28 | -10.48 | 0.5 |
2022 | -9.74 | -1.16 | 1.36 | -6.83 | -1.44 | -4.65 | 7.56 | -3.95 | -8.63 | 5.03 | 2.46 | -11.59 | -28.9 |
2023 | 8.74 | -0.89 | -0.64 | -2.02 | -1.01 | 7.88 | 2.87 | -1.79 | -5.65 | -6.5 | 7.92 | 5.55 | 13.8 |
2024 | -2.02 | 9.6 |