Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCINX (NICHOLAS HIGH INCOME FUND INC CLASS I) | NA | -4.15% | 1.50% | 4.22% | 3.83% | 4.38% | 4.21% | … | … |
Data as of 01/15/2021, Common starting date is 01/10/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCINX (NICHOLAS HIGH INCOME FUND INC CLASS I) | 01/10/1980 | 01/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.15 | 1.50 | 4.22 | 3.83 | 4.38 | 4.21 | … | … | 0.00 | -3.83 | 10.36 | -2.86 | 4.29 | 9.95 | -4.54 | 1.62 | 5.92 | 13.37 | 4.94 | 10.81 | 36.42 | -23.26 | 2.12 | 9.30 | 1.38 | 9.70 | 22.80 | -12.09 | 3.98 | -10.30 | -0.04 | 0.48 | 13.13 | 12.37 | 16.16 | -0.17 | 12.95 | 10.34 | 23.04 | -1.03 | 3.93 | 11.55 | 33.51 | 59.93 | 84.10 | 79.33 | 75.01 | 128.18 | 76.70 | 51.64 |
| Sharpe Ratio | NA | -0.53 | 0.11 | 0.78 | 0.84 | NA | NA | … | … | 0.00 | -0.49 | 3.38 | -1.69 | 1.90 | 2.40 | -1.12 | 0.48 | 2.12 | 4.92 | 1.01 | 2.75 | 6.47 | -2.38 | -0.24 | 2.03 | -0.20 | 2.23 | 4.65 | -2.03 | 0.22 | -2.43 | -0.88 | -0.60 | 3.46 | 2.94 | 4.41 | -0.95 | 4.69 | 3.60 | 3.98 | -1.88 | -0.36 | 2.58 | 1.87 | 3.04 | 3.57 | 2.82 | 2.81 | 3.84 | 2.27 | 1.57 |
| Standard Deviation(%) | NA | 8.24 | 5.15 | 4.45 | 4.08 | NA | NA | … | … | NA | 8.24 | 2.65 | 2.47 | 1.93 | 4.04 | 4.09 | 3.31 | 2.77 | 2.73 | 4.87 | 3.90 | 5.62 | 10.13 | 3.80 | 2.97 | 3.90 | 3.92 | 4.76 | 6.50 | 7.49 | 5.90 | 3.71 | 4.72 | 2.76 | 2.99 | 2.79 | 3.29 | 2.31 | 2.19 | 4.82 | 3.33 | 4.98 | 2.65 | 15.69 | 18.22 | 22.13 | 25.61 | 24.36 | 31.24 | 29.25 | 28.78 |
| Draw Down(%) | NA | 15.95 | 15.95 | 15.95 | 15.95 | NA | NA | … | … | 0.00 | 15.95 | 1.24 | 4.04 | 1.62 | 3.23 | 9.60 | 5.65 | 4.59 | 2.67 | 8.90 | 5.76 | 7.12 | 29.66 | 5.56 | 1.87 | 5.85 | 3.94 | 3.32 | 21.60 | 9.99 | 12.83 | 5.33 | 8.34 | 2.21 | 1.71 | 0.62 | 5.03 | 0.56 | 1.15 | 2.63 | 7.73 | 4.31 | 0.81 | 4.65 | 2.26 | 4.03 | 1.74 | 1.31 | 0.31 | 6.50 | 11.70 |
| Yield(%) | 0.00 | 2.12 | 3.53 | 4.36 | 4.91 | 23.84 | 16.34 | … | … | 0.00 | 2.12 | 4.54 | 4.30 | 5.14 | 4.87 | 4.81 | 5.13 | 5.82 | 6.85 | 7.41 | 5.90 | 9.11 | 7.02 | 35.05 | 7.11 | 7.09 | 7.53 | 8.76 | 6.10 | 7.47 | 10.03 | 9.79 | 8.54 | 8.24 | 8.65 | 9.22 | 8.55 | 8.55 | 8.86 | 11.50 | 11.51 | 10.41 | 10.16 | 39.05 | 47.98 | 57.12 | 60.22 | 60.19 | 73.73 | 67.34 | 56.44 |
Data as of 01/15/2021, Common starting date is 01/10/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCINX (NICHOLAS HIGH INCOME FUND INC CLASS I) |
-7.48%
Oct 1999 – Oct 2002 |
-4.23%
Oct 1997 – Oct 2002 |
-1.06%
Nov 1998 – Nov 2008 |
2.07%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCINX (NICHOLAS HIGH INCOME FUND INC CLASS I) |
95.36%
Sep 1981 – Sep 1984 |
88.13%
Sep 1981 – Sep 1986 |
56.64%
Mar 1980 – Mar 1990 |
38.98%
Mar 1980 – Mar 1995 |
Annualized Rolling Returns Comparison Chart