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Nicholas Partners Small Cap Gr Instl (NPSGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.69+0.22 (+1.42%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.96%
5-Year Average Return14.21%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (May 23, 2024)69.65%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return69.65%
Worst 3-Yr Total Return-3.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNPSGXCategory
YTD7.27%12.40%
1-Month-7.11%3.37%
3-Month5.30%4.88%
1-Year24.06%55.69%
3-Year-2.98%19.34%
5-Year12.55%20.72%
10-Year0.00%13.98%
Last Bull Market40.95%27.85%
Last Bear Market-22.84%-24.06%

Annual Total Return (%) History

Year
NPSGXCategory
2024
N/AN/A
2023
20.05%N/A
2022
-31.62%N/A
2021
10.40%N/A
2020
69.65%38.62%
2019
N/A27.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.48%N/AN/AN/A
20232.68%10.77%-6.31%12.65%
2022-13.06%-22.84%2.29%-0.34%
20211.39%7.90%0.63%0.28%
2020-21.80%42.03%15.24%32.55%
20197.26%-6.35%12.97%N/A

Rank In Category (By Total Return)

YTD8
1-Month69
3-Month16
1-Year5
3-Year34
5-Year6

Load Adjusted Returns

1-Year24.06%
3-Year-2.98%
5-Year12.55%
10-YearN/A