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Nicholas Limited Edition N (NNLEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.29+0.33 (+1.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.22%
5-year average return7.09%
Number of years up14
Number of years down4
Best 1-yr total return (5 May 2024)35.60%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return35.60%
Worst 3-yr total return1.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNNLEXCategory
YTD-1.09%12.40%
1-month-6.03%3.37%
3-month0.95%4.88%
1-year10.12%55.69%
3-year-0.91%19.34%
5-year6.64%20.72%
10-year8.57%13.98%
Last bull market23.12%27.85%
Last bear market-12.44%-24.06%

Annual total return (%) history

Year
NNLEXCategory
2024
N/AN/A
2023
16.81%N/A
2022
-23.86%N/A
2021
18.70%N/A
2020
22.48%38.62%
2019
27.09%27.68%
2018
-1.33%-5.76%
2017
19.57%21.50%
2016
12.00%11.20%
2015
-2.19%-2.41%
2014
3.98%2.44%
2013
35.60%40.91%
2012
10.20%13.15%
2011
0.98%-3.55%
2010
31.28%26.98%
2009
27.29%35.46%
2008
-30.41%-41.55%
2007
10.74%7.59%
2006
6.03%10.81%
2005
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.25%N/AN/AN/A
20237.08%4.64%-4.68%9.37%
2022-9.58%-12.44%-5.62%1.88%
20212.53%4.68%2.48%7.93%
2020-22.41%23.38%5.97%20.74%
201913.45%4.96%-0.77%7.56%
2018-0.28%7.46%8.45%-15.10%
20176.06%5.21%3.99%3.04%
2016-0.22%2.75%6.35%2.72%
20154.66%0.12%-10.80%4.64%
2014-0.46%0.31%-4.66%9.23%
201311.21%3.20%9.60%7.80%
201211.92%-5.24%3.96%-0.05%
20118.28%0.52%-17.26%12.14%
20109.12%-6.79%11.88%15.36%
2009-7.33%18.40%10.78%4.72%
2008-10.62%2.03%-3.09%-21.25%
20071.54%6.81%1.47%0.63%
20069.85%-7.83%0.05%4.66%
20054.81%3.04%1.90%N/A

Rank in category (by total return)

YTD68
1-month34
3-month72
1-year63
3-year19
5-year44

Load adjusted returns

1-year10.12%
3-year-0.91%
5-year6.64%
10-year8.57%