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NBMLX: NEUBERGER BERMAN MID CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 16.42 0.14(0.86%) May 02
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (66%) |
Start Date: | 04/23/2007 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.31% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/23/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 9.3 | 24.1 | -1.2 | 9.8 | 10.5 | 13.2 | 9.0 | 18.4 | -28.5 | 12.6 | 39.7 | 33.9 | -6.1 | 25.6 | 5.1 | 1.4 | 8.0 | 32.2 | 12.6 | 1.7 | 28.3 | 29.8 | -40.7 | 9.6 |
Sharpe Ratio | NA | 1.84 | 1.34 | -0.17 | 0.32 | 0.45 | NA | 0.37 | 0.85 | -0.9 | 0.59 | 1.11 | 2.03 | -0.36 | 2.55 | 0.3 | 0.09 | 0.52 | 2.49 | 0.82 | 0.06 | 1.43 | 1.19 | -1.09 | 0.6 |
Draw Down(%) | NA | 7.9 | 15.2 | 38.0 | 38.0 | 38.0 | NA | 53.5 | 15.2 | 33.2 | 14.0 | 34.1 | 8.5 | 25.0 | 4.2 | 16.8 | 13.1 | 11.0 | 5.8 | 10.9 | 20.6 | 13.2 | 19.0 | 49.8 | 10.6 |
Standard Deviation(%) | NA | 17.0 | 16.4 | 23.8 | 25.9 | 21.5 | NA | 22.4 | 16.9 | 33.2 | 21.3 | 35.3 | 16.0 | 20.3 | 9.8 | 16.4 | 16.2 | 15.3 | 12.9 | 15.4 | 27.0 | 19.7 | 24.9 | 38.1 | 18.9 |
Treynor Ratio | NA | 0.28 | 0.21 | -0.04 | 0.08 | 0.1 | NA | 0.09 | 0.15 | -0.3 | 0.11 | 0.4 | 0.29 | -0.07 | 0.22 | 0.05 | 0.01 | 0.07 | 0.34 | 0.14 | 0.02 | 0.32 | 0.36 | -0.52 | 0.11 |
Alpha | NA | 0.08 | 0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | -0.04 | 0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 | -0.01 | 0.02 |
Beta | NA | 1.12 | 1.05 | 1.01 | 1.01 | 1.02 | NA | 0.93 | 0.96 | 1.0 | 1.14 | 0.98 | 1.12 | 1.09 | 1.12 | 1.01 | 1.0 | 1.09 | 0.95 | 0.93 | 0.93 | 0.88 | 0.82 | 0.8 | 0.98 |
RSquared | NA | 0.89 | 0.9 | 0.93 | 0.94 | 0.94 | NA | 0.94 | 0.92 | 0.94 | 0.95 | 0.96 | 0.95 | 0.97 | 0.88 | 0.95 | 0.94 | 0.96 | 0.95 | 0.95 | 0.96 | 0.97 | 0.97 | 0.97 | 0.94 |
Yield(%) | N/A | 0.0 | 3.5 | 6.6 | 9.2 | 9.5 | 14.5 | N/A | 3.7 | 3.4 | 15.8 | 12.0 | 6.9 | 9.8 | 10.3 | 4.9 | 8.2 | 12.4 | 8.4 | 6.3 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -25.0 | 1.0 | 11.8 | N/A | N/A | N/A | -25.0 | -79.6 | 63.9 | 124.7 | -41.4 | 9.8 | 112.9 | -44.6 | -36.4 | 76.0 | 42.9 | 1300.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2007
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