Nicholas Fund Inc Fund Market Value
| NICSX Fund | USD 86.49 0.71 0.83% |
| Symbol | Nicholas |
Nicholas Fund 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Nicholas Fund's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Nicholas Fund.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Nicholas Fund on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Nicholas Fund Inc or generate 0.0% return on investment in Nicholas Fund over 90 days. Nicholas Fund is related to or competes with Nicholas Equity, Nicholas, Nicholas, Nicholas, and Nicholas. The fund primarily invests in common stocks of domestic small, medium- and large-sized companies believed to have growth... More
Nicholas Fund Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Nicholas Fund's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Nicholas Fund Inc upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.18) | |||
| Maximum Drawdown | 3.36 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.23 |
Nicholas Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nicholas Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Nicholas Fund's standard deviation. In reality, there are many statistical measures that can use Nicholas Fund historical prices to predict the future Nicholas Fund's volatility.| Risk Adjusted Performance | (0.02) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.13) | |||
| Treynor Ratio | 0.1616 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Nicholas Fund's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Nicholas Fund February 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.02) | |||
| Market Risk Adjusted Performance | 0.1716 | |||
| Mean Deviation | 0.564 | |||
| Coefficient Of Variation | (3,168) | |||
| Standard Deviation | 0.7407 | |||
| Variance | 0.5487 | |||
| Information Ratio | (0.18) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.13) | |||
| Treynor Ratio | 0.1616 | |||
| Maximum Drawdown | 3.36 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.23 | |||
| Skewness | (0.50) | |||
| Kurtosis | 0.4138 |
Nicholas Fund Backtested Returns
Nicholas Fund has Sharpe Ratio of -0.0779, which conveys that the entity had a -0.0779 % return per unit of risk over the last 3 months. Nicholas Fund exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please verify Nicholas Fund's Risk Adjusted Performance of (0.02), mean deviation of 0.564, and Standard Deviation of 0.7407 to check out the risk estimate we provide. The fund secures a Beta (Market Risk) of -0.21, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Nicholas Fund are expected to decrease at a much lower rate. During the bear market, Nicholas Fund is likely to outperform the market.
Auto-correlation | -0.56 |
Good reverse predictability
Nicholas Fund Inc has good reverse predictability. Overlapping area represents the amount of predictability between Nicholas Fund time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Nicholas Fund price movement. The serial correlation of -0.56 indicates that roughly 56.0% of current Nicholas Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.56 | |
| Spearman Rank Test | -0.4 | |
| Residual Average | 0.0 | |
| Price Variance | 3.5 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Nicholas Mutual Fund
Nicholas Fund 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 Fund security.
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