Nicholas Equity Income I (NSEIX)

22.59 +0.02 (+0.09%) USD  |  Oct 25 2021

NSEIX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of October 25, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Nicholas Equity Income I
1.62%
13.58%
32.93%
8.76%
-3.69%
12.60%
12.41%
-4.52%
30.36%
8.73%
20.20%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.97%
Virtus NFJ Dividend Value P
3.43%
14.17%
29.07%
9.88%
-8.45%
16.21%
15.99%
-9.94%
25.04%
-2.23%
23.55%
Manning & Napier Disciplined Value W
9.44%
9.73%
26.22%
9.85%
-0.59%
15.49%
23.10%
-4.07%
24.90%
2.79%
19.30%
Great-West Large Cap Value Inv
-0.88%
17.21%
30.01%
7.39%
-6.89%
18.75%
16.22%
-9.52%
26.53%
3.71%
24.51%
JHancock Equity Income 1
-0.98%
17.40%
29.77%
7.42%
-6.79%
18.91%
16.20%
-9.63%
26.41%
1.08%
23.32%
As of October 25, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Nicholas Equity Income I
2.64%
3.32%
6.05%
31.72%
16.99%
13.69%
12.94%
10.54%
10.13%
9.01%
S&P 500 Total Return
2.59%
3.86%
10.00%
33.72%
21.22%
18.53%
16.34%
10.54%
9.52%
10.64%
Virtus NFJ Dividend Value P
4.64%
5.22%
9.83%
33.49%
12.01%
11.53%
10.88%
6.31%
8.32%
8.54%
Manning & Napier Disciplined Value W
3.11%
3.12%
5.34%
31.86%
13.66%
13.88%
12.60%
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12.58%
Great-West Large Cap Value Inv
4.23%
5.76%
7.71%
40.82%
15.07%
13.21%
12.34%
7.69%
8.13%
9.61%
JHancock Equity Income 1
3.66%
5.10%
5.39%
41.40%
13.69%
12.36%
11.94%
7.50%
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8.23%
As of October 25, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of September 30, 2021