Singapore markets closed

Nicholas Partners Small Cap Gr Instl (NPSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.38+0.02 (+0.13%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.73%
5-year average return13.15%
Number of years up3
Number of years down1
Best 1-yr total return (24 Jun 2024)69.65%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return69.65%
Worst 3-yr total return-3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNPSGXCategory
YTD12.02%12.40%
1-month4.43%3.37%
3-month-1.21%4.88%
1-year27.75%55.69%
3-year-1.04%19.34%
5-year14.55%20.72%
10-year0.00%13.98%
Last bull market40.95%27.85%
Last bear market-22.84%-24.06%

Annual total return (%) history

Year
NPSGXCategory
2024
N/AN/A
2023
20.05%N/A
2022
-31.62%N/A
2021
10.40%N/A
2020
69.65%38.62%
2019
N/A27.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.48%N/AN/AN/A
20232.68%10.77%-6.31%12.65%
2022-13.06%-22.84%2.29%-0.34%
20211.39%7.90%0.63%0.28%
2020-21.80%42.03%15.24%32.55%
20197.26%-6.35%12.97%N/A

Rank in category (by total return)

YTD10
1-month56
3-month70
1-year11
3-year35
5-year8

Load adjusted returns

1-year27.75%
3-year-1.04%
5-year14.55%
10-yearN/A