Nicholas Fund Inc Fund Market Value
| NICSX Fund | USD 90.33 0.03 0.03% |
| 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.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Nicholas Fund on October 31, 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 Ab Core, Jp Morgan, Aam/bahl Gaynor, Federated Strategic, Champlain Mid, Guidemark Large, and T Rowe. 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.
| Downside Deviation | 0.8147 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 5.56 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.3 |
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 | 0.0601 | |||
| Jensen Alpha | 0.0104 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.0794 |
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 January 29, 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 | 0.0601 | |||
| Market Risk Adjusted Performance | 0.0894 | |||
| Mean Deviation | 0.5981 | |||
| Semi Deviation | 0.6982 | |||
| Downside Deviation | 0.8147 | |||
| Coefficient Of Variation | 1249.26 | |||
| Standard Deviation | 0.8369 | |||
| Variance | 0.7005 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0104 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.0794 | |||
| Maximum Drawdown | 5.56 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.3 | |||
| Downside Variance | 0.6637 | |||
| Semi Variance | 0.4875 | |||
| Expected Short fall | (0.63) | |||
| Skewness | 0.9146 | |||
| Kurtosis | 4.14 |
Nicholas Fund Backtested Returns
At this stage we consider Nicholas Mutual Fund to be very steady. Nicholas Fund has Sharpe Ratio of 0.0799, which conveys that the entity had a 0.0799 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Nicholas Fund, which you can use to evaluate the volatility of the fund. Please verify Nicholas Fund's Risk Adjusted Performance of 0.0601, mean deviation of 0.5981, and Downside Deviation of 0.8147 to check out if the risk estimate we provide is consistent with the expected return of 0.0677%. The fund secures a Beta (Market Risk) of 0.72, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nicholas Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nicholas Fund is expected to be smaller as well.
Auto-correlation | -0.49 |
Modest reverse predictability
Nicholas Fund Inc has modest reverse predictability. Overlapping area represents the amount of predictability between Nicholas Fund time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 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 -0.49 indicates that about 49.0% of current Nicholas Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.49 | |
| Spearman Rank Test | 0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 3.95 |
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.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |