Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NNTWX (NICHOLAS II INC CLASS N) | -2.62% | -5.59% | 4.45% | -0.92% | 6.94% | 8.15% | 7.36% | … | … |
Data as of 06/10/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NNTWX (NICHOLAS II INC CLASS N) | 03/08/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | -5.59 | 4.45 | -0.92 | 6.94 | 8.15 | 7.36 | … | … | -2.62 | -1.60 | 6.41 | 19.54 | -21.30 | 10.15 | 11.22 | 34.45 | -4.53 | 25.20 | 4.55 | 0.53 | 10.99 | 32.27 | 14.37 | -0.38 | 21.66 | 28.80 | -30.93 | 5.82 | 7.89 | -2.64 |
| Sharpe Ratio | NA | -0.44 | 0.11 | -0.17 | 0.28 | NA | NA | … | … | -0.43 | -0.24 | 0.20 | 1.12 | -0.88 | 0.58 | 0.33 | 2.64 | -0.38 | 3.16 | 0.30 | 0.03 | 0.85 | 2.72 | 0.98 | -0.02 | 1.27 | 1.20 | -0.91 | 0.20 | 0.41 | -0.40 |
| Standard Deviation(%) | NA | 15.04 | 16.07 | 18.68 | 18.72 | NA | NA | … | … | 17.33 | 19.14 | 13.58 | 14.33 | 25.90 | 17.50 | 32.91 | 12.49 | 15.81 | 7.80 | 14.69 | 15.03 | 12.88 | 11.84 | 14.68 | 25.88 | 16.95 | 23.95 | 35.04 | 13.13 | 11.05 | 13.88 |
| Draw Down(%) | NA | 15.60 | 20.72 | 32.78 | 36.64 | NA | NA | … | … | 14.88 | 19.65 | 8.19 | 12.79 | 25.28 | 10.23 | 36.64 | 5.33 | 19.60 | 3.60 | 12.71 | 12.32 | 9.11 | 5.11 | 10.84 | 23.10 | 12.55 | 19.99 | 43.99 | 9.31 | 11.36 | 9.96 |
| Yield(%) | 0.00 | 11.18 | 6.50 | 3.29 | 6.46 | 7.85 | 6.96 | … | … | 0.00 | 11.41 | 5.47 | 0.82 | 0.15 | 0.00 | 0.00 | 13.71 | 10.40 | 12.44 | 4.95 | 5.80 | 13.50 | 9.40 | 9.44 | 2.41 | 2.53 | 0.48 | 5.71 | 11.24 | 4.69 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNTWX (NICHOLAS II INC CLASS N) |
-11.75%
Feb 2006 – Feb 2009 |
-1.39%
Apr 2021 – Apr 2026 |
6.42%
Apr 2015 – Apr 2025 |
7.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNTWX (NICHOLAS II INC CLASS N) |
24.22%
Feb 2009 – Feb 2012 |
21.67%
Feb 2009 – Feb 2014 |
15.39%
Feb 2009 – Feb 2019 |
12.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart