Neiman Large Cap Value Fund (NEIMX)

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The chart shows the growth of an initial investment of $10,000 in Neiman Large Cap Value Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Neiman Large Cap Value Fund (NEIMX) has returned 3.55% so far this year and 23.29% over the past 12 months. Over the last ten years, NEIMX has returned 9.03% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 31, 2003, NEIMX's average daily return is +0.30%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +12.4%, while the worst month was Mar 2020 at -18.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, NEIMX closed higher 53% of trading days. The best single day was Jan 21, 2025 with a return of +1,133.6%, while the worst single day was Jan 23, 2025 at -91.4%.

Neiman Large Cap Value Fund has an annualized alpha of 99.91%, beta of 0.69, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 30, 2003.

• This fund participated in 73.19% of S&P 500 Index downside but only 71.75% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.69 may look defensive, but with R² of 0.00 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

NEIMX has a high expense ratio of 1.46%, indicating above-average management fees.

NEIMX ranks 85 for risk / return — in the top 85% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Neiman Large Cap Value Fund (NEIMX) and compare them to a chosen benchmark (S&P 500 Index).

Neiman Large Cap Value Fund provided a 0.73% dividend yield over the last twelve months, with an annual payout of $0.28 per share.

The table displays the monthly dividend distributions for Neiman Large Cap Value Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Neiman Large Cap Value Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Neiman Large Cap Value Fund was 92.94%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Neiman Large Cap Value Fund drawdown is 90.28%.

The chart below shows the rolling one-month volatility.