Nicholas Financials
| NNTWX Fund | USD 36.02 0.04 0.11% |
Nicholas |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Nicholas Fund Summary
Nicholas competes with Touchstone Sands, Mid Cap, Fidelity Focused, Harding Loevner, and American Beacon. The fund primarily invests in common stocks of domestic corporations with medium-sized market capitalizations believed to have growth potential. The adviser believes a companys annual sales volume and the market capitalization are the factors most illustrative of a companys size. The adviser generally considers companies with market capitalizations up to 3 billion as small, between 3 billion and 25 billion as medium, and greater than 25 billion as large.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6537402090 |
| Business Address | Nicholas Family |
| Mutual Fund Family | Nicholas |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 544 6547 |
| Currency | USD - US Dollar |
Nicholas Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nicholas's current stock value. Our valuation model uses many indicators to compare Nicholas value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nicholas competition to find correlations between indicators driving Nicholas's intrinsic value. More Info.Nicholas Ii Inc is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nicholas Ii Inc is roughly 5.65 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nicholas' earnings, one of the primary drivers of an investment's value.Nicholas Ii Systematic Risk
Nicholas' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Nicholas volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Nicholas Ii correlated with the market. If Beta is less than 0 Nicholas generally moves in the opposite direction as compared to the market. If Nicholas Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Nicholas Ii is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Nicholas is generally in the same direction as the market. If Beta > 1 Nicholas moves generally in the same direction as, but more than the movement of the benchmark.
Nicholas November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Nicholas help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Nicholas Ii Inc. We use our internally-developed statistical techniques to arrive at the intrinsic value of Nicholas Ii Inc based on widely used predictive technical indicators. In general, we focus on analyzing Nicholas Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Nicholas's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7436 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.89 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.43 |
Other Information on Investing in Nicholas Mutual Fund
Nicholas financial ratios help investors to determine whether Nicholas Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nicholas with respect to the benefits of owning Nicholas security.
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