Performance analysis of GIAX (NICHOLAS GLOBAL EQUITY AND INCOME ETF)
Annual Return
Since Jul 30, 2024, GIAX has had an average annual return of +13.40%, underperforming the benchmark SPY, which returned +19.14% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.56% | +11.77% | +3.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.97% | -2.95% | -7.02% | +15.13% | +15.77% | -2.62% | -6.52% | +10.56% | |||||
| 2025 | +2.66% | -2.94% | -6.48% | +2.13% | +7.84% | +4.09% | +1.71% | +0.68% | +2.35% | +2.57% | -1.05% | -1.65% | +11.77% |
| 2024 | +1.04% | +0.73% | +1.61% | -0.76% | +4.76% | -3.51% | +3.75% |
Drawdown analysis of GIAX (NICHOLAS GLOBAL EQUITY AND INCOME ETF)
The maximum drawdown for the GIAX was -20.34%, occurring on Apr 8, 2025. Recovery took 47 trading sessions.
The current GIAX drawdown is -12.08%.
Since Jul 30, 2024 GIAX has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.34% | Feb 19, 2025 | 34 | Apr 8, 2025 | 47 | Jun 16, 2025 | 81 |
| -17.57% | Jan 12, 2026 | 53 | Mar 30, 2026 | 13 | Apr 17, 2026 | 66 |
| -14.96% | Jun 2, 2026 | 31 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -6.62% | Dec 10, 2025 | 5 | Dec 17, 2025 | 16 | Jan 12, 2026 | 21 |
| -6.55% | Oct 31, 2025 | 14 | Nov 20, 2025 | 9 | Dec 4, 2025 | 23 |
| -6.37% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -4.97% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -4.91% | Dec 16, 2024 | 17 | Jan 13, 2025 | 23 | Feb 14, 2025 | 40 |
| -3.50% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -3.23% | Apr 24, 2026 | 3 | Apr 29, 2026 | 3 | May 4, 2026 | 6 |
| -3.15% | Oct 8, 2025 | 2 | Oct 10, 2025 | 13 | Oct 29, 2025 | 15 |
| -2.29% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.07% | Aug 13, 2025 | 6 | Aug 21, 2025 | 13 | Sep 10, 2025 | 19 |
| -1.88% | Jul 28, 2025 | 4 | Aug 1, 2025 | 3 | Aug 6, 2025 | 7 |
| -1.81% | Sep 26, 2024 | 5 | Oct 3, 2024 | 7 | Oct 14, 2024 | 12 |
| -1.81% | Oct 21, 2024 | 8 | Oct 31, 2024 | 4 | Nov 6, 2024 | 12 |
| -1.58% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -1.57% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -1.45% | Sep 18, 2025 | 5 | Sep 25, 2025 | 4 | Oct 1, 2025 | 9 |
| -1.30% | Jun 16, 2025 | 3 | Jun 20, 2025 | 2 | Jun 24, 2025 | 5 |
| -1.21% | Dec 6, 2024 | 5 | Dec 13, 2024 | 1 | Dec 16, 2024 | 6 |
| -1.09% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |
| -1.00% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -1.00% | Oct 14, 2024 | 1 | Oct 15, 2024 | 4 | Oct 21, 2024 | 5 |
| -0.81% | Aug 23, 2024 | 3 | Aug 28, 2024 | 2 | Aug 30, 2024 | 5 |