Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBCFX (NEIMAN BALANCED ALLOCATION FUND CLASS C SHARES) | NA | 7.81% | 3.98% | 2.76% | 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 |
|---|---|---|
| NBCFX (NEIMAN BALANCED ALLOCATION FUND CLASS C 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 | 7.81 | 3.98 | 2.76 | NA | NA | NA | … | … | 7.78 | -6.98 | 11.86 | 5.33 | -3.80 | 3.46 | 14.75 | 9.55 | -5.58 | 10.43 |
| Sharpe Ratio | NA | 1.38 | 0.38 | 0.20 | NA | NA | NA | … | … | 1.86 | -0.88 | 1.37 | 0.64 | -0.22 | 0.51 | 2.17 | 1.30 | -0.40 | 2.92 |
| Standard Deviation(%) | NA | 4.63 | 7.53 | 10.32 | NA | NA | NA | … | … | 3.54 | 9.46 | 8.21 | 7.98 | 17.29 | 6.71 | 6.79 | 7.36 | 14.00 | 8.44 |
| Draw Down(%) | NA | 3.16 | 12.83 | 15.60 | NA | NA | NA | … | … | 1.22 | 12.83 | 4.71 | 7.50 | 15.24 | 5.50 | 5.60 | 6.17 | 14.96 | 3.28 |
| Yield(%) | 0.00 | 14.88 | 6.61 | 5.43 | 4.32 | 2.88 | 2.16 | … | … | 12.85 | 5.34 | 1.15 | 0.41 | 5.09 | 4.98 | 6.14 | 0.40 | 0.00 | 0.21 |
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 |
|---|---|---|---|---|
| NBCFX (NEIMAN BALANCED ALLOCATION FUND CLASS C SHARES) |
1.46%
Oct 2013 – Oct 2016 |
1.75%
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 |
|---|---|---|---|---|
| NBCFX (NEIMAN BALANCED ALLOCATION FUND CLASS C SHARES) |
9.59%
Nov 2011 – Nov 2014 |
6.12%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart