Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEIMX (NEIMAN LARGE CAP VALUE FUND NO-LOAD SHARES) | 17.24% | 34.47% | 19.77% | 7.81% | 8.39% | 8.20% | 6.22% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEIMX (NEIMAN LARGE CAP VALUE FUND NO-LOAD SHARES) | 12/26/2003 | 06/04/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 34.47 | 19.77 | 7.81 | 8.39 | 8.20 | 6.22 | … | … | 17.24 | 19.06 | 13.50 | 6.15 | -7.57 | 5.35 | -5.97 | 23.50 | -8.34 | 18.99 | 10.36 | -1.76 | 11.63 | 23.87 | 5.77 | 3.36 | 12.87 | 10.71 | -22.80 | 2.32 | 5.91 | -2.50 | -0.08 | 0.45 |
| Sharpe Ratio | NA | 3.15 | 1.34 | 0.36 | 0.44 | NA | NA | … | … | 3.73 | 1.05 | 0.94 | 0.23 | -0.49 | 0.33 | -0.21 | 2.41 | -0.73 | 3.22 | 0.90 | -0.13 | 1.29 | 2.88 | 0.55 | 0.17 | 0.82 | 0.73 | -0.93 | -0.06 | 0.21 | -0.53 | -0.12 | 4.23 |
| Standard Deviation(%) | NA | 10.11 | 12.42 | 14.54 | 15.43 | NA | NA | … | … | 11.31 | 15.69 | 10.48 | 11.14 | 18.56 | 16.10 | 29.97 | 9.15 | 13.36 | 5.72 | 11.22 | 13.43 | 8.98 | 8.27 | 10.53 | 19.70 | 15.68 | 14.55 | 25.35 | 13.02 | 11.79 | 8.94 | 9.07 | 10.59 |
| Draw Down(%) | NA | 5.75 | 15.96 | 24.22 | 34.62 | NA | NA | … | … | 5.75 | 15.96 | 6.98 | 9.63 | 20.03 | 8.34 | 34.62 | 5.13 | 16.82 | 2.57 | 8.71 | 11.65 | 6.33 | 4.25 | 8.37 | 16.22 | 10.72 | 16.09 | 33.41 | 8.92 | 8.66 | 6.50 | 9.01 | 0.62 |
| Yield(%) | 0.00 | 0.86 | 1.28 | 1.02 | 3.03 | 4.15 | 3.20 | … | … | 0.00 | 0.89 | 1.23 | 1.43 | 1.05 | 1.07 | 1.10 | 2.73 | 2.61 | 7.35 | 10.33 | 3.95 | 11.25 | 5.11 | 2.86 | 0.42 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.78 | 0.54 |
Data as of 06/04/2026, Common starting date is 12/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEIMX (NEIMAN LARGE CAP VALUE FUND NO-LOAD SHARES) |
-10.15%
Feb 2006 – Feb 2009 |
-6.26%
Feb 2004 – Feb 2009 |
3.10%
Jan 2004 – Jan 2014 |
3.40%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEIMX (NEIMAN LARGE CAP VALUE FUND NO-LOAD SHARES) |
20.13%
May 2023 – May 2026 |
14.07%
Mar 2009 – Mar 2014 |
10.74%
Apr 2009 – Apr 2019 |
8.08%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart