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NBREX: Neuberger Berman M/C Intrinsic Val Tr (MUTUAL FUND)
Basic Info 22.77 0.34(1.52%) March 20
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/10/1999 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.25% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | -2.9 | -10.9 | 29.6 | 1.5 | 6.6 | 6.5 | 7.3 | -10.0 | 31.9 | -4.3 | 15.9 | -14.8 | 16.4 | 18.0 | -8.2 | 12.9 | 36.5 | 15.6 | -6.8 | 26.2 | 48.2 | -47.2 | 4.9 | 10.8 | 12.3 | 22.2 | 35.9 | -11.7 | -2.3 | 7.6 | 13.2 |
| SR | NA | -1.31 | -0.61 | 0.82 | 0.0 | 0.28 | NA | 0.27 | -0.46 | 1.85 | -0.1 | 0.93 | -1.07 | 1.77 | 0.99 | -0.54 | 1.1 | 3.29 | 1.2 | -0.23 | 1.11 | 1.28 | -1.01 | 0.1 | 0.47 | 0.74 | 1.9 | 2.62 | -0.62 | -0.29 | 0.14 | 7.4 |
| DD(%) | NA | 12.6 | 21.0 | 21.4 | 52.3 | 52.3 | NA | 65.0 | 21.4 | 8.6 | 50.0 | 12.1 | 23.9 | 4.7 | 13.4 | 16.2 | 9.9 | 4.8 | 11.3 | 28.8 | 18.9 | 32.7 | 62.1 | 16.9 | 15.0 | 9.0 | 7.2 | 11.0 | 26.3 | 19.9 | 20.5 | 5.1 |
| SD(%) | NA | 19.4 | 24.4 | 27.1 | 26.0 | 20.7 | NA | 22.8 | 24.7 | 17.3 | 44.4 | 15.7 | 15.2 | 8.9 | 17.9 | 15.2 | 11.6 | 11.1 | 13.1 | 29.2 | 23.4 | 37.7 | 47.6 | 19.8 | 16.1 | 13.8 | 11.2 | 13.4 | 20.6 | 16.0 | 25.2 | 18.3 |
| TR | NA | -0.25 | -0.14 | 0.21 | 0.0 | 0.05 | NA | 0.06 | -0.1 | 0.3 | -0.04 | 0.12 | -0.17 | 0.16 | 0.16 | -0.09 | 0.13 | 0.42 | 0.17 | -0.06 | 0.24 | 0.46 | -0.46 | 0.02 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.02 | -0.01 | 0.01 | -0.02 | -0.01 | NA | 0.01 | -0.01 | 0.0 | -0.02 | -0.05 | -0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | 0.0 | -0.02 | 0.01 | 0.03 | -0.06 | 0.04 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.03 | 1.09 | 1.07 | 1.07 | 1.05 | NA | 1.05 | 1.09 | 1.05 | 1.06 | 1.18 | 0.96 | 1.0 | 1.13 | 0.96 | 0.96 | 0.87 | 0.9 | 1.09 | 1.07 | 1.04 | 1.04 | 1.13 | 1.31 | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.94 | 0.94 | 0.91 | 0.92 | 0.91 | NA | 0.77 | 0.93 | 0.88 | 0.92 | 0.86 | 0.91 | 0.82 | 0.91 | 0.93 | 0.91 | 0.92 | 0.93 | 0.96 | 0.97 | 0.97 | 0.93 | 0.9 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/1999
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See MID-CAP VALUE Asset Class Trend Rankings |
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