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Neiman Large Cap Value No-Load (NEIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.74+0.03 (+0.10%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.69%
5-year average return6.75%
Number of years up15
Number of years down5
Best 1-yr total return (30 Jun 2024)23.87%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return23.87%
Worst 3-yr total return2.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEIMXCategory
YTD9.42%4.44%
1-month4.02%-4.04%
3-month5.53%4.09%
1-year21.09%14.37%
3-year7.02%6.04%
5-year7.62%9.20%
10-year7.15%8.57%
Last bull market19.33%22.97%
Last bear market-11.68%-11.27%

Annual total return (%) history

Year
NEIMXCategory
2024
N/AN/A
2023
6.14%11.63%
2022
-5.18%-5.90%
2021
23.74%26.22%
2020
-5.98%2.91%
2019
23.49%25.04%
2018
-8.34%-8.53%
2017
18.99%15.94%
2016
10.36%14.81%
2015
-1.76%-4.05%
2014
11.63%10.21%
2013
23.87%31.21%
2012
5.77%14.57%
2011
3.36%-0.75%
2010
12.68%13.66%
2009
11.43%24.13%
2008
-22.00%-37.09%
2007
12.54%1.42%
2006
15.76%18.15%
2005
4.69%5.95%
2004
5.50%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.60%N/AN/AN/A
2023-0.08%0.71%-2.62%8.31%
20220.96%-11.68%-5.86%12.96%
20217.22%5.13%-1.44%11.38%
2020-27.39%9.15%3.45%14.67%
201911.18%3.41%2.42%4.87%
2018-2.39%0.99%5.55%-11.90%
20173.37%2.22%4.20%8.07%
20160.52%2.03%1.60%5.91%
20151.91%-2.48%-4.94%3.99%
20142.64%3.32%0.61%4.62%
20137.29%1.38%4.63%8.85%
20125.47%-2.90%3.29%-0.01%
20115.26%1.21%-12.93%11.43%
20102.39%-8.24%11.53%7.54%
2009-10.06%6.28%10.44%5.55%
2008-1.14%0.39%-8.32%-14.27%
20072.83%5.09%0.99%3.13%
20063.35%3.71%1.44%6.47%
2005-1.01%0.77%2.91%1.98%
2004-0.29%0.20%0.95%4.60%
20031.01%5.77%N/AN/A

Rank in category (by total return)

YTD21
1-month15
3-month18
1-year63
3-year37
5-year95

Load adjusted returns

1-year21.09%
3-year7.02%
5-year7.62%
10-year7.15%