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Nicholas II I (NCTWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.61-0.50 (-1.47%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.53%
5-Year Average Return10.18%
Number of Years Up33
Number of Years Down7
Best 1 Yr Total Return (May 27, 2024)34.88%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return34.88%
Worst 3-Yr Total Return4.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNCTWXCategory
YTD1.07%10.80%
1-Month-6.68%4.43%
3-Month0.98%7.00%
1-Year16.71%48.17%
3-Year2.70%21.26%
5-Year9.20%20.18%
10-Year10.27%14.07%
Last Bull Market29.04%27.14%
Last Bear Market-15.34%-21.26%

Annual Total Return (%) History

Year
NCTWXCategory
2024
N/AN/A
2023
19.88%N/A
2022
-18.00%N/A
2021
21.58%N/A
2020
15.72%39.26%
2019
34.88%32.52%
2018
-4.74%-6.65%
2017
25.63%23.91%
2016
4.87%6.03%
2015
0.92%-0.95%
2014
11.27%7.00%
2013
32.74%34.93%
2012
14.84%14.07%
2011
0.01%-3.96%
2010
21.94%24.61%
2009
29.08%39.11%
2008
-30.77%-43.77%
2007
6.40%15.09%
2006
8.25%9.00%
2005
5.94%9.84%
2004
12.03%13.23%
2003
33.30%35.96%
2002
-20.31%-27.24%
2001
-3.11%-19.98%
2000
-2.09%-4.78%
1999
1.17%60.49%
1998
9.24%18.76%
1997
37.01%17.98%
1996
19.38%18.11%
1995
28.55%34.57%
1994
1.03%-1.85%
1993
6.40%13.88%
1992
9.38%7.07%
1991
39.56%49.71%
1990
-6.21%-5.37%
1989
17.66%29.88%
1988
17.30%13.53%
1987
7.76%1.89%
1986
10.35%14.39%
1985
33.85%30.69%
1984
16.92%-6.83%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.30%N/AN/AN/A
20235.66%5.53%-4.85%12.99%
2022-7.04%-15.34%-2.87%7.28%
20215.04%7.57%0.93%6.61%
2020-23.35%24.01%6.58%14.23%
201916.73%6.71%1.72%6.46%
20181.37%2.57%5.56%-13.21%
20178.14%4.95%3.75%6.69%
20160.37%-0.28%3.67%1.08%
20155.54%1.51%-8.17%2.59%
20141.36%3.07%-0.54%7.09%
20139.87%1.95%9.56%8.17%
201214.24%-6.40%4.52%2.76%
20116.92%0.89%-17.71%12.67%
20106.73%-6.68%9.65%11.64%
2009-3.56%14.83%11.61%4.44%
2008-6.72%-1.33%-4.30%-21.41%
20072.31%7.76%-0.40%-3.11%
20066.67%-5.45%3.22%3.99%
2005-2.96%3.36%1.95%3.60%
20044.45%1.84%-3.61%9.26%
2003-2.56%15.32%5.45%12.50%
2002-2.29%-11.61%-11.59%4.37%
2001-13.31%14.70%-17.34%17.88%
2000-1.11%2.45%0.41%-3.75%
1999-4.33%3.71%-10.97%14.51%
199813.89%-2.02%-15.62%16.02%
19970.90%14.61%13.42%4.45%
199612.01%-0.22%3.83%2.87%
19958.79%3.19%9.50%4.57%
1994-2.93%-0.35%4.91%-0.44%
1993-0.30%0.23%2.43%3.95%
19920.24%-4.19%2.08%11.56%
199120.79%4.27%2.89%7.70%
1990-3.12%7.58%-17.23%8.73%
19895.90%6.93%6.88%-2.78%
198812.11%5.00%0.60%-0.95%
198722.56%2.87%2.74%-16.81%
198610.88%7.25%-8.55%1.47%
198513.49%9.12%-1.44%9.66%
1984-2.23%4.06%10.94%3.59%

Rank In Category (By Total Return)

YTD63
1-Month70
3-Month81
1-Year53
3-Year12
5-Year40

Load Adjusted Returns

1-Year16.71%
3-Year2.70%
5-Year9.20%
10-Year10.27%