Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBAFX (NEIMAN BALANCED ALLOCATION FUND CLASS A SHARES) | NA | 8.06% | 4.60% | 3.44% | NA | NA | NA | … | … |
Data as of 12/19/2019, Common starting date is 07/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBAFX (NEIMAN BALANCED ALLOCATION FUND CLASS A SHARES) | 07/22/2010 | 12/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.06 | 4.60 | 3.44 | NA | NA | NA | … | … | 8.02 | -6.28 | 12.77 | 6.08 | -3.05 | 4.30 | 15.39 | 10.34 | -4.76 | 10.79 |
| Sharpe Ratio | NA | 1.44 | 0.50 | 0.27 | NA | NA | NA | … | … | 1.95 | -0.81 | 1.84 | 0.72 | -0.18 | 0.65 | 2.21 | 1.41 | -0.34 | 3.02 |
| Standard Deviation(%) | NA | 4.59 | 6.93 | 10.16 | NA | NA | NA | … | … | 3.50 | 9.36 | 6.63 | 8.16 | 17.44 | 6.59 | 6.95 | 7.38 | 13.92 | 8.47 |
| Draw Down(%) | NA | 3.19 | 12.25 | 15.32 | NA | NA | NA | … | … | 1.20 | 12.25 | 2.92 | 7.43 | 15.21 | 5.35 | 5.45 | 6.09 | 14.64 | 3.28 |
| Yield(%) | 0.00 | 14.96 | 7.13 | 6.01 | 4.95 | 3.30 | 2.48 | … | … | 12.66 | 5.59 | 1.81 | 1.31 | 5.86 | 5.80 | 6.84 | 1.29 | 0.00 | 0.38 |
Data as of 12/19/2019, Common starting date is 07/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBAFX (NEIMAN BALANCED ALLOCATION FUND CLASS A SHARES) |
2.20%
Oct 2013 – Oct 2016 |
2.54%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBAFX (NEIMAN BALANCED ALLOCATION FUND CLASS A SHARES) |
10.36%
Nov 2011 – Nov 2014 |
6.90%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart