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NBATX: Neuberger Berman S/M Cap Gr Tr (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/08/2006 |
Last Dividend Date: | 12/15/2008 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 08/03/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 09/08/2006 |
2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6.9 | -8.6 | -1.4 | -3.9 | 26.0 | -41.0 | 19.4 | 11.0 |
Sharpe Ratio | NA | 0.38 | -0.32 | -0.1 | -0.37 | 1.03 | -1.12 | 0.94 | 3.35 |
Draw Down(%) | NA | 13.1 | 55.3 | 55.3 | 13.1 | 20.2 | 47.5 | 12.3 | 2.8 |
Standard Deviation(%) | NA | 18.0 | 28.6 | 25.8 | 18.0 | 25.2 | 37.4 | 17.6 | 10.9 |
Treynor Ratio | NA | 0.11 | -0.12 | -0.03 | -0.13 | 0.32 | -0.54 | 0.17 | 0.41 |
Alpha | NA | -0.04 | -0.06 | -0.02 | -0.05 | -0.03 | -0.02 | 0.01 | 0.04 |
Beta | NA | 0.63 | 0.77 | 0.78 | 0.51 | 0.82 | 0.77 | 0.97 | 0.89 |
RSquared | NA | 0.65 | 0.89 | 0.89 | 0.53 | 0.95 | 0.93 | 0.9 | 0.82 |
Yield(%) | N/A | 0.0 | 2.4 | N/A | 0.0 | 0.0 | 0.2 | 7.8 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -96.5 | 1333.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2006
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