Nicholas Three Year Return vs. One Year Return

NCTWX -  USA Fund  

USD 38.21  0.14  0.37%

For Nicholas profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nicholas to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nicholas II utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nicholas's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nicholas II over time as well as its relative position and ranking within its peers. Additionally, see Stocks Correlation.

Nicholas Current Profitability Trends 

 
Refresh
Please note, there is a significant difference between Nicholas' value and its price as these two are different measures arrived at by different means. Investors typically determine Nicholas value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nicholas' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Nicholas II One Year Return vs. Three Year Return Fundamental Analysis

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.
Nicholas II is regarded second largest fund in three year return among similar funds. It is regarded second largest fund in one year return among similar funds reporting about  0.89  of One Year Return per Three Year Return. The ratio of Three Year Return to One Year Return for Nicholas II is roughly  1.13 

Nicholas One Year Return vs. Three Year Return

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Nicholas 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
10.88 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Nicholas 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
9.66 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Nicholas One Year Return Comparison

Nicholas is currently under evaluation in one year return among similar funds.

Nicholas Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Nicholas, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nicholas will eventually generate negative long term returns. The profitability progress is the general direction of Nicholas' change in net profit over the period of time. It can combine multiple indicators of Nicholas, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks to increase the value of the investment over the long-term. Nicholas is traded on NASDAQ Exchange in the United States.

Nicholas Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Nicholas. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Nicholas position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Nicholas' important profitability drivers and their relationship over time.

Use Nicholas in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Nicholas position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Nicholas will appreciate offsetting losses from the drop in the long position's value.

Nicholas Pair Trading

Nicholas II Pair Trading Analysis

Correlation analysis and pair trading evaluation for Nicholas and Vanguard Extended Market. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run Pair Correlation  

Use Investing Themes to Complement your Nicholas position

In addition to having Nicholas in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Obamacare Repeal Thematic Idea Now

Obamacare Repeal
Obamacare Repeal Theme
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. Obamacare Repeal theme has 53 constituents.
View All  Next Launch Obamacare Repeal
Additionally, see Stocks Correlation. Note that the Nicholas II information on this page should be used as a complementary analysis to other Nicholas' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Complementary Tools for Nicholas Mutual Fund analysis

When running Nicholas II price analysis, check to measure Nicholas' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nicholas is operating at the current time. Most of Nicholas' value examination focuses on studying past and present price action to predict the probability of Nicholas' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Nicholas' price. Additionally, you may evaluate how the addition of Nicholas to your portfolios can decrease your overall portfolio volatility.
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Equity Search
Search for activelly traded equities including funds and ETFs from over 30 global markets
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
To fully project Nicholas' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nicholas II at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Nicholas' income statement, its balance sheet, and the statement of cash flows.
Potential Nicholas investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Nicholas investors may work on each financial statement separately, they are all related. The changes in Nicholas's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Nicholas's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.