Nicholas Equity Financials
| NSEIX Fund | USD 22.97 0.08 0.35% |
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 Equity Fund Summary
Nicholas Equity competes with Hennessy Cornerstone, Heartland Value, Mutual Of, Ultramid-cap Profund, and Amg River. To achieve moderate long-term growth, the fund seeks a five-year return which approximates three-fourths of the average total return achieved over a five-year period on the SP 500 Index. Nicholas Equity is traded on NASDAQ Exchange in the United States.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6537341033 |
| Business Address | Nicholas Family |
| Mutual Fund Family | Nicholas |
| Mutual Fund Category | Large Value |
| 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 Equity's current stock value. Our valuation model uses many indicators to compare Nicholas Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nicholas Equity competition to find correlations between indicators driving Nicholas Equity's intrinsic value. More Info.Nicholas Equity Income 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 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nicholas Equity Income is roughly 6.21 . 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 Equity's earnings, one of the primary drivers of an investment's value.Nicholas Equity Income Systematic Risk
Nicholas Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Nicholas Equity 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 twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Nicholas Equity Income correlated with the market. If Beta is less than 0 Nicholas Equity generally moves in the opposite direction as compared to the market. If Nicholas Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Nicholas Equity Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Nicholas Equity is generally in the same direction as the market. If Beta > 1 Nicholas Equity moves generally in the same direction as, but more than the movement of the benchmark.
Nicholas Equity December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Nicholas Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Nicholas Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Nicholas Equity Income 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 Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4768 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 1.95 | |||
| Value At Risk | (0.76) | |||
| Potential Upside | 0.8949 |
Other Information on Investing in Nicholas Mutual Fund
Nicholas Equity 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 Equity security.
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