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NBSMX: NEUBERGER BERMAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.90% |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/02/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.3 | 3.5 | 17.5 | 14.0 | 6.9 | -1.1 | 47.6 | 9.4 | -1.1 | 20.5 | 23.5 | -33.3 |
Sharpe Ratio | NA | 0.17 | 0.96 | 0.6 | 0.25 | -0.06 | 3.01 | 0.54 | -0.03 | 0.86 | 0.76 | -1.04 |
Draw Down(%) | NA | 18.0 | 18.0 | 27.3 | 54.1 | 18.0 | 6.3 | 12.0 | 27.3 | 18.4 | 26.5 | 47.6 |
Standard Deviation(%) | NA | 20.6 | 18.2 | 23.3 | 26.9 | 20.4 | 15.8 | 17.4 | 33.4 | 23.8 | 30.8 | 40.8 |
Treynor Ratio | NA | 0.03 | 0.16 | 0.14 | 0.07 | -0.01 | 0.45 | 0.1 | -0.01 | 0.22 | 0.26 | -0.49 |
Alpha | NA | -0.01 | -0.02 | -0.03 | -0.02 | 0.0 | 0.02 | -0.03 | 0.0 | -0.03 | -0.04 | -0.03 |
Beta | NA | 1.26 | 1.08 | 1.01 | 0.94 | 1.25 | 1.05 | 0.98 | 0.99 | 0.94 | 0.91 | 0.87 |
RSquared | NA | 0.91 | 0.91 | 0.92 | 0.94 | 0.92 | 0.91 | 0.94 | 0.95 | 0.93 | 0.95 | 0.96 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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