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NBMLX: NEUBERGER BERMAN MID CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 18.9 0.2(1.07%) June 30
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 04/23/2007 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 9.88% |
| Expenses | 1.31% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/23/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.1 | 10.3 | 21.6 | 17.1 | 6.6 | 7.8 | 11.4 | 8.3 | 14.1 | 18.5 | -28.5 | -3.5 | 27.3 | 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 | 0.57 | 0.67 | 0.59 | 0.17 | 0.27 | NA | 0.32 | 0.37 | 0.82 | -0.9 | -0.13 | 0.74 | 2.03 | -0.37 | 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 | 26.0 | 26.0 | 26.0 | 46.9 | 46.9 | NA | 53.5 | 17.4 | 15.2 | 33.2 | 24.8 | 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 | 29.4 | 25.4 | 22.8 | 25.4 | 23.4 | NA | 23.0 | 20.6 | 17.6 | 33.2 | 27.3 | 36.5 | 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 | 0.16 | 0.16 | 0.13 | 0.04 | 0.06 | NA | 0.08 | 0.06 | 0.15 | -0.3 | -0.03 | 0.29 | 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 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.1 | -0.01 | -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 | 1.03 | 1.08 | 1.03 | 1.05 | 1.02 | NA | 0.93 | 1.2 | 0.97 | 1.0 | 1.21 | 0.92 | 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 | 0.88 | 0.84 | 0.86 | NA | 0.9 | 0.78 | 0.86 | 0.94 | 0.7 | 0.81 | 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 | 10.0 | 7.0 | 3.3 | 5.4 | 9.2 | N/A | 11.4 | 3.7 | 3.3 | 0.0 | 0.0 | 6.9 | 9.8 | 10.2 | 5.0 | 8.2 | 12.3 | 8.4 | 6.3 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 251.3 | 227.6 | -48.0 | N/A | N/A | N/A | 251.3 | -24.8 | N/A | N/A | -100.0 | -41.3 | 10.2 | 111.4 | -44.6 | -36.0 | 75.3 | 43.4 | 1296.0 | 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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