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The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
Nicholas Limited Edition N (NNLEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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25.38
+0.09
(+0.36%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★
Number of years up
14
Number of years down
4
Best 1-yr total return (5 May 2024)
35.60%
Worst 1-yr total return (5 May 2024)
N/A
Risk statistics
3 years
NNLEX
Category average
5 years
NNLEX
Category average
10 years
NNLEX
Category average
Alpha
-8.12
-0.02
-5.33
0.01
-3
-0.02
BETA
0.91
0.01
0.96
0.01
0.98
0.01
Mean annual return
0.05
0.02
0.69
0.02
0.8
0.01
R-squared
82.01
0.78
84.09
0.73
80.32
0.73
Standard deviation
17.67
0.26
19.24
0.21
16.56
0.19
Sharpe ratio
-0.14
0.01
0.32
0.01
0.49
0.01
Treynor ratio
-4.44
0.15
4.64
0.17
7.23
0.11
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