Nicholas Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.13 | 0 |
| 1994 | 1.6 | 0.39 | -1.28 | 0.65 | 0.7 | -0.89 | 1.18 | 1.78 | 1.27 | -0.82 | -1.95 | 1.53 | 4.2 |
| 1995 | 0.79 | 1.77 | 1.83 | -0.9 | 1.35 | 0.47 | 2.76 | 1.95 | 2.45 | -3.05 | 3.69 | 3.05 | 17.2 |
| 1996 | 2.26 | 2.55 | 2.49 | -1.2 | 1.49 | -2.45 | -3.92 | 1.85 | 3.45 | -0.95 | 5.44 | 1.26 | 12.6 |
| 1997 | 2.2 | 1.04 | -3.16 | 1.63 | 3.2 | 1.77 | 2.76 | -0.38 | 4.7 | -2.2 | 2.12 | 3.54 | 18.3 |
| 1998 | 0.22 | 2.68 | 4.06 | 0.63 | -4.34 | 2.34 | -3.12 | -13.21 | 3.51 | 4.29 | 3.84 | 2.57 | 2 |
| 1999 | -1.01 | -3.93 | 0.9 | 4.43 | -1.01 | 1.89 | -3.03 | -4.9 | -3.04 | 3.23 | -3.07 | -6.02 | -15 |
| 2000 | 0.57 | -7.78 | 14.2 | -0.54 | 1.45 | -4.02 | -0.02 | 3.28 | 0.82 | 0.39 | -1.08 | 8.96 | 15.5 |
| 2001 | 0 | -5.21 | -0.62 | 2 | 3.69 | -2.29 | 0.79 | -2.42 | -5.22 | 1.55 | 5.9 | 3.56 | 1.1 |
| 2002 | -0.51 | 3.23 | 4.11 | 0.24 | -2.36 | -7.26 | -6.44 | -0.93 | -8.77 | -0.19 | 4.37 | -2.56 | -16.7 |
| 2003 | -3.3 | -3.41 | -0.55 | 8.31 | 5.16 | 2.73 | 1.64 | 0.66 | -1.21 | 4.13 | 2.18 | 4.42 | 22.1 |
| 2004 | 1.63 | 3.87 | 0.89 | -0.75 | 1.71 | 1.44 | -2.52 | 1.54 | 2.16 | 1.31 | 3.1 | 3.9 | 19.7 |
| 2005 | -2.11 | 2 | -1.16 | -2.58 | 2.07 | 1.6 | 4.38 | -1.95 | -0.96 | -2.38 | 1.38 | -0.42 | -0.4 |
| 2006 | 4.03 | 0.22 | 1.64 | 0.59 | -0.51 | 1.77 | 0.26 | 2.18 | 0.92 | 4.77 | 3.04 | 2.32 | 23.2 |
| 2007 | 1.68 | -0.63 | 2.11 | 1.63 | 2.83 | -0.49 | -2.39 | 1.28 | 2.46 | -0.68 | -3.68 | -2.73 | 1.1 |
| 2008 | -3.67 | -2.87 | 0.64 | 4.29 | 2.84 | -6.94 | 0.56 | 2.29 | -4.01 | -13.51 | -9.2 | 4.85 | -23.6 |
| 2009 | -5.08 | -12.53 | 5.75 | 11.46 | 4.73 | 3.8 | 9.48 | 2.66 | 4.58 | -0.74 | 4.62 | 3.62 | 34.5 |
| 2010 | -2.1 | 3.65 | 4.44 | 3.01 | -5.34 | -3.09 | 6.89 | -3.51 | 8.65 | 1.5 | 0.41 | 6.7 | 22.1 |
| 2011 | -0.26 | 3.13 | 1.01 | 3.13 | 0.47 | -1.36 | -4.79 | -3.38 | -6.85 | 9.63 | -0.36 | 2.25 | 1.7 |
| 2012 | 1.91 | 2.68 | 1.96 | 0.13 | -5.1 | 3.33 | 2.59 | 1.29 | 2.17 | -0.37 | 1.15 | 1.36 | 13.6 |
| 2013 | 5.71 | 2.28 | 5.16 | 1.39 | 0.06 | -0.22 | 4.41 | -2.36 | 5.12 | 3.82 | 1.45 | 2.34 | 33 |
| 2014 | -5.13 | 4.12 | 1.13 | 1.32 | 1.94 | 2.94 | -2.8 | 2.74 | -2.67 | 2.55 | 2.29 | 0.46 | 8.8 |
| 2015 | -2.03 | 5.96 | 0.1 | -0.52 | 0.42 | -1.72 | 0.85 | -7.27 | -3.49 | 7.65 | -0.1 | -2.76 | -3.7 |
| 2016 | -5.12 | 1.74 | 6.27 | 1.13 | 2.15 | 0.32 | 3.08 | 0.11 | 0.41 | -3.86 | 4.38 | 1.88 | 12.6 |
| 2017 | 2.24 | 3.18 | -0.19 | 0.19 | -1.09 | 0.94 | 0.54 | -0.85 | 2.13 | 1.21 | 2.45 | 1.1 | 12.4 |
| 2018 | 4.36 | -4.17 | -0.77 | -0.59 | 2.42 | 1.63 | 3.95 | 2.15 | -0.28 | -6.24 | 3.1 | -9.1 | -4.5 |
| 2019 | 7.25 | 2.66 | 1.83 | 3.39 | -7.89 | 6.34 | 2.04 | -1.44 | 2.91 | 0.1 | 2.68 | -5.07 | 14.7 |
| 2020 | -2.02 | -8.09 | -12.89 | 11.03 | 2.46 | 1.03 | 3.1 | 3.4 | -10.86 | -1.34 | 11.69 | 3.67 | 3.3 |
| 2021 | -1.68 | -1.41 | 6.05 | 10.6 | 2.39 | -0.68 | 0.64 | 1.87 | -4.38 | 5.28 | -2.4 | 0.95 | 11.4 |
| 2022 | -2.57 | -1.66 | 1.36 | -4.5 | -1.12 | -7.61 | 5.37 | -3.33 | -7.67 | 8.7 | 6.55 | -3.02 | -10.5 |
| 2023 | 2.72 | -2.55 | -0.3 | 0.76 | -6.35 | 5.77 | 2.98 | -3.38 | -4.16 | -2.65 | 7.02 | 4.22 | 3.1 |
| 2024 | 0.49 | 2.38 | 4.03 | -2.87 | 5.6 |