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NBIIX: NEUBERGER BERMAN INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12.92 0.18(1.41%) May 02
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (77%) |
Start Date: | 07/01/2005 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 2.06% |
Expenses | 0.87% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/01/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 3.9 | 11.5 | 0.4 | 6.1 | 5.0 | 8.3 | 5.3 | 14.3 | -22.0 | 13.9 | 13.9 | 27.9 | -16.4 | 27.2 | -1.1 | 2.1 | -1.9 | 18.0 | 18.8 | -11.7 | 18.6 | 37.0 | -45.7 | 3.2 | 23.2 | 16.1 |
Sharpe Ratio | NA | 0.54 | 0.52 | -0.15 | 0.23 | 0.25 | NA | 0.23 | 0.81 | -1.02 | 1.13 | 0.47 | 2.32 | -1.28 | 3.62 | -0.07 | 0.15 | -0.2 | 1.72 | 1.35 | -0.5 | 1.04 | 1.5 | -1.22 | 0.01 | 1.41 | 2.91 |
Draw Down(%) | NA | 5.0 | 11.9 | 35.2 | 35.2 | 35.2 | NA | 61.1 | 11.9 | 33.7 | 8.0 | 34.9 | 7.9 | 24.7 | 2.2 | 12.4 | 14.5 | 12.3 | 7.7 | 13.3 | 25.0 | 14.1 | 22.5 | 55.6 | 14.9 | 17.9 | 7.9 |
Standard Deviation(%) | NA | 10.9 | 11.5 | 16.5 | 18.9 | 16.2 | NA | 18.6 | 12.5 | 23.0 | 12.2 | 29.0 | 11.4 | 13.9 | 7.4 | 17.1 | 13.7 | 10.0 | 10.5 | 14.0 | 23.5 | 17.9 | 24.5 | 38.0 | 17.7 | 14.3 | 11.1 |
Treynor Ratio | NA | 0.06 | 0.07 | -0.03 | 0.05 | 0.04 | NA | 0.05 | 0.12 | -0.23 | 0.15 | 0.15 | 0.26 | -0.18 | 0.29 | -0.01 | 0.02 | -0.02 | 0.24 | 0.24 | -0.14 | 0.23 | 0.45 | -0.53 | 0.0 | 0.22 | 0.39 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.04 | 0.01 | 0.02 | 0.02 | -0.01 | 0.01 | -0.02 | 0.02 | 0.01 | 0.01 | 0.02 | -0.01 | 0.04 | 0.04 | -0.06 | -0.03 | 0.0 | 0.02 |
Beta | NA | 0.97 | 0.88 | 0.98 | 0.95 | 0.94 | NA | 0.88 | 0.88 | 1.04 | 0.9 | 0.92 | 1.02 | 0.98 | 0.9 | 0.93 | 0.85 | 0.82 | 0.75 | 0.8 | 0.84 | 0.81 | 0.82 | 0.88 | 0.92 | 0.92 | 0.83 |
RSquared | NA | 0.89 | 0.85 | 0.91 | 0.93 | 0.92 | NA | 0.9 | 0.83 | 0.94 | 0.87 | 0.95 | 0.9 | 0.9 | 0.83 | 0.91 | 0.92 | 0.86 | 0.83 | 0.91 | 0.95 | 0.93 | 0.93 | 0.9 | 0.77 | 0.75 | 0.62 |
Yield(%) | N/A | 0.0 | 4.8 | 6.2 | 6.4 | 4.3 | 6.0 | N/A | 5.2 | 4.0 | 12.1 | 5.2 | 3.4 | 1.2 | 1.2 | 1.4 | 1.3 | 1.8 | 2.0 | 1.6 | 1.2 | 2.0 | 1.8 | 2.3 | 18.1 | 4.3 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -3.3 | 139.2 | 423.1 | N/A | N/A | N/A | -3.3 | -66.9 | 151.4 | 94.6 | 131.2 | 23.1 | -13.3 | 7.1 | -30.0 | 0.0 | 42.9 | 27.3 | -35.3 | 54.5 | -59.3 | -89.0 | 392.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2005
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