NBSTX: NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND TRUST CLASS (MUTUAL FUND)
Basic Info 44.64 0.41(0.93%) May 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 12/29/1997 |
| Last Dividend Date: | 12/18/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.30% |
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Performance Analytics (As of 05/03/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/11/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 10.9 | 33.0 | 8.1 | 13.3 | 11.0 | 13.2 | 9.5 | 7.8 | 26.5 | -17.9 | 23.1 | 19.2 | 25.7 | -6.1 | 18.4 | 9.9 | -0.7 | 10.2 | 38.1 | 10.8 | -3.0 | 22.6 | 30.3 | -38.9 | 7.3 | 13.2 | 7.4 | 13.3 | 34.2 | -14.7 | -11.5 | -0.6 | 4.9 | 13.9 | 1.8 |
| Sharpe Ratio | NA | 2.82 | 2.64 | 0.31 | 0.54 | 0.55 | NA | NA | 0.34 | 1.79 | -0.7 | 1.81 | 0.55 | 1.97 | -0.48 | 2.5 | 0.68 | -0.05 | 0.9 | 3.32 | 0.79 | -0.13 | 1.27 | 1.08 | -0.95 | 0.31 | 0.91 | 0.53 | 1.08 | 2.27 | -0.65 | -0.69 | -0.25 | 0.11 | 0.55 | 173.38 |
| Draw Down(%) | NA | 4.4 | 7.7 | 25.8 | 34.1 | 34.1 | NA | NA | 53.8 | 7.7 | 25.7 | 5.3 | 34.1 | 6.7 | 19.2 | 2.7 | 11.3 | 11.6 | 7.6 | 4.9 | 11.8 | 22.9 | 12.9 | 23.5 | 48.3 | 9.9 | 10.1 | 7.6 | 8.7 | 8.6 | 28.0 | 22.4 | 12.3 | 17.4 | 24.2 | 0.0 |
| Standard Deviation(%) | NA | 11.2 | 11.1 | 18.7 | 21.8 | 17.9 | NA | NA | 19.3 | 12.5 | 27.5 | 12.8 | 34.0 | 12.3 | 15.7 | 7.2 | 14.1 | 14.8 | 11.3 | 11.5 | 13.8 | 24.6 | 17.7 | 27.9 | 41.7 | 13.8 | 10.9 | 10.0 | 11.5 | 14.7 | 24.3 | 20.4 | 19.2 | 15.4 | 19.3 | 4.8 |
| Treynor Ratio | NA | 0.59 | 0.53 | 0.1 | 0.18 | 0.15 | NA | NA | 0.09 | 0.38 | -0.33 | 0.57 | 0.22 | 0.48 | -0.11 | 0.29 | 0.11 | -0.01 | 0.13 | 0.42 | 0.12 | -0.03 | 0.25 | 0.28 | -0.37 | 0.06 | 0.13 | 0.07 | 0.18 | 0.47 | -0.22 | -0.34 | -0.12 | 0.03 | 0.15 | 51.05 |
| Alpha | NA | 0.05 | 0.03 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.03 | 0.06 | -0.08 | 0.01 | -0.03 | 0.0 | 0.04 | -0.03 | 0.0 | 0.02 | -0.02 | -0.01 | 0.04 | -0.02 | 0.01 | -0.01 | 0.04 | -0.01 | 0.03 | 0.05 | 0.06 | 0.01 | 0.02 | -0.02 | -0.03 | 0.74 |
| Beta | NA | 0.54 | 0.56 | 0.56 | 0.65 | 0.67 | NA | NA | 0.71 | 0.6 | 0.58 | 0.4 | 0.85 | 0.5 | 0.68 | 0.61 | 0.86 | 0.86 | 0.76 | 0.9 | 0.87 | 0.9 | 0.89 | 1.1 | 1.08 | 0.79 | 0.77 | 0.75 | 0.7 | 0.72 | 0.73 | 0.41 | 0.4 | 0.57 | 0.7 | 0.16 |
| RSquared | NA | 0.82 | 0.81 | 0.63 | 0.68 | 0.69 | NA | NA | 0.74 | 0.81 | 0.61 | 0.46 | 0.8 | 0.56 | 0.84 | 0.53 | 0.8 | 0.88 | 0.84 | 0.88 | 0.85 | 0.93 | 0.94 | 0.93 | 0.93 | 0.88 | 0.83 | 0.77 | 0.78 | 0.88 | 0.9 | 0.51 | 0.54 | 0.62 | 0.77 | 1.0 |
| Yield(%) | N/A | 0.0 | 10.5 | 8.5 | 9.7 | 13.5 | 19.1 | 13.1 | N/A | 11.1 | 7.4 | 11.4 | 6.6 | 10.3 | 8.3 | 11.6 | 8.3 | 9.7 | 17.0 | 13.0 | 0.9 | 0.6 | 0.2 | 0.4 | 1.4 | 3.9 | 0.1 | 3.6 | 2.6 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 10.3 | 33.5 | 39.3 | 567.5 | N/A | N/A | N/A | 10.3 | -26.9 | 90.1 | -25.0 | 4.3 | 41.9 | 46.5 | -24.8 | -46.4 | 56.1 | 1437.5 | 60.0 | 233.3 | -40.0 | -80.0 | -63.8 | 6800.0 | -98.1 | 54.3 | -39.7 | N/A | N/A | N/A | N/A | -100.0 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/1999
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