Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEAMX (NEIMAN LARGE CAP VALUE FUND CLASS A SHARES) | 17.46% | 34.51% | 19.85% | 12.11% | 10.52% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEAMX (NEIMAN LARGE CAP VALUE FUND CLASS A SHARES) | 08/02/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 34.51 | 19.85 | 12.11 | 10.52 | NA | NA | … | … | 17.46 | 19.06 | 13.50 | 6.15 | -5.16 | 23.85 | -5.97 | 23.50 | -8.34 | 18.99 | 10.36 | -1.76 | 11.63 | 23.87 | 3.00 |
| Sharpe Ratio | NA | 3.15 | 1.34 | 0.69 | 0.59 | NA | NA | … | … | 3.73 | 1.05 | 0.94 | 0.23 | -0.36 | 2.00 | -0.21 | 2.41 | -0.73 | 3.23 | 0.90 | -0.13 | 1.29 | 2.88 | 0.81 |
| Standard Deviation(%) | NA | 10.12 | 12.43 | 13.69 | 15.04 | NA | NA | … | … | 11.31 | 15.70 | 10.48 | 11.14 | 18.48 | 11.90 | 29.97 | 9.15 | 13.43 | 5.71 | 11.26 | 13.42 | 8.98 | 8.27 | 9.31 |
| Draw Down(%) | NA | 5.75 | 15.96 | 17.95 | 34.62 | NA | NA | … | … | 5.75 | 15.96 | 6.98 | 9.63 | 17.95 | 4.76 | 34.62 | 5.13 | 16.82 | 2.57 | 8.71 | 11.65 | 6.33 | 4.25 | 5.95 |
| Yield(%) | 0.00 | 0.86 | 1.28 | 4.57 | 5.21 | 5.70 | 4.27 | … | … | 0.00 | 0.89 | 1.23 | 1.43 | 3.27 | 18.66 | 1.10 | 2.73 | 2.61 | 7.35 | 10.33 | 3.95 | 11.25 | 5.11 | 2.49 |
Data as of 06/03/2026, Common starting date is 08/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAMX (NEIMAN LARGE CAP VALUE FUND CLASS A SHARES) |
-1.83%
Mar 2017 – Mar 2020 |
0.80%
Mar 2015 – Mar 2020 |
6.05%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAMX (NEIMAN LARGE CAP VALUE FUND CLASS A SHARES) |
20.13%
May 2023 – May 2026 |
14.20%
Oct 2020 – Oct 2025 |
10.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart