Here you can find all mutual funds issued by Nicholas and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Nicholas
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nicholas Limited Edition Fund | Small Cap Growth Equities | May 18, 1987 | 0.85% | 11.02% | 10.06% | 2.19% | ||||||||
| Nicholas II Fund | Mid Cap Growth Equities | Oct 17, 1983 | 0.59% | 7.23% | 10.45% | 0.67% | ||||||||
| Nicholas Fund | Large Cap Growth Equities | Jul 14, 1969 | 0.71% | 15.64% | 12.13% | 7.26% | ||||||||
| Nicholas Equity Income Fund | Large Cap Value Equities | Nov 23, 1993 | 0.70% | 12.96% | 9.31% | 3.52% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years