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Nicholas Partners Small Cap Gr Instl (NPSGX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.22
-0.24
(-1.55%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
9.58%
5-Year Average Return
13.07%
Number of Years Up
3
Number of Years Down
1
Best 1 Yr Total Return (Jun 13, 2024)
69.65%
Worst 1 Yr Total Return (Jun 13, 2024)
N/A
Best 3-Yr Total Return
69.65%
Worst 3-Yr Total Return
-3.23%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
NPSGX
Category
YTD
12.02%
12.40%
1-Month
4.43%
3.37%
3-Month
-1.21%
4.88%
1-Year
27.75%
55.69%
3-Year
-1.04%
19.34%
5-Year
14.55%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
40.95%
27.85%
Last Bear Market
-22.84%
-24.06%
Annual Total Return (%) History
Year
NPSGX
Category
2024
N/A
N/A
2023
20.05%
N/A
2022
-31.62%
N/A
2021
10.40%
N/A
2020
69.65%
38.62%
2019
N/A
27.68%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
15.48%
N/A
N/A
N/A
2023
2.68%
10.77%
-6.31%
12.65%
2022
-13.06%
-22.84%
2.29%
-0.34%
2021
1.39%
7.90%
0.63%
0.28%
2020
-21.80%
42.03%
15.24%
32.55%
2019
7.26%
-6.35%
12.97%
N/A
Rank In Category (By Total Return)
YTD
10
1-Month
56
3-Month
70
1-Year
11
3-Year
35
5-Year
8
Load Adjusted Returns
1-Year
27.75%
3-Year
-1.04%
5-Year
14.55%
10-Year
N/A
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