Nicholas Equity Income I (NSEIX)

20.40 -0.15 (-0.73%) USD  |  Feb 03 2023

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 February 03, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Nicholas Equity Income I
32.93%
8.76%
-3.69%
12.60%
12.41%
-4.52%
30.36%
8.73%
24.93%
-6.88%
2.62%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.86%
Columbia Dividend Income V
28.20%
12.42%
0.34%
13.13%
20.46%
-4.63%
27.83%
7.54%
25.93%
-5.20%
1.63%
UBS US Dividend Ruler P
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23.30%
-6.98%
1.29%
Manning & Napier Disciplined Value W
26.22%
9.85%
-0.59%
15.49%
23.10%
-4.07%
24.90%
2.79%
23.02%
-3.74%
2.06%
Neuberger Berman Equity Income E
10.36%
11.91%
-3.14%
15.26%
13.23%
-5.45%
21.50%
2.94%
21.69%
-3.57%
1.31%
As of February 03, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Nicholas Equity Income I
2.46%
8.68%
4.15%
-1.65%
9.58%
9.55%
10.34%
10.10%
10.84%
8.57%
S&P 500 Total Return
8.28%
11.69%
0.42%
-6.07%
10.16%
10.34%
12.73%
9.72%
10.33%
9.96%
Columbia Dividend Income V
1.84%
6.75%
3.63%
-0.15%
9.36%
9.27%
11.45%
9.13%
10.09%
10.12%
UBS US Dividend Ruler P
1.53%
8.39%
2.78%
-1.99%
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12.04%
Manning & Napier Disciplined Value W
2.20%
6.91%
6.17%
0.97%
8.76%
7.45%
10.66%
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11.49%
Neuberger Berman Equity Income E
1.79%
5.49%
2.41%
-1.22%
6.89%
6.94%
7.77%
7.71%
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7.68%
As of February 03, 2023. 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 January 31, 2023