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NBSRX: Neuberger Berman Socially Resp Inv (MUTUAL FUND)
Basic Info 36.54 0.26(0.72%) March 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/28/1996 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.90% |
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Performance Analytics (As of 03/28/2023)
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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.1 | 4.7 | -10.4 | 16.9 | 8.4 | 10.0 | 8.7 | 8.5 | -17.8 | 23.4 | 19.4 | 25.9 | -5.8 | 18.4 | 10.1 | -0.4 | 10.5 | 38.2 | 10.9 | -2.9 | 22.8 | 30.6 | -38.8 | 7.5 | 13.4 | 7.7 | 13.6 | 34.5 | -14.4 | -2.6 | -0.4 | 7.0 | 15.0 | 24.4 | 18.5 | 35.7 | 0.4 |
| SR | NA | 0.48 | -0.47 | 0.83 | 0.33 | 0.51 | NA | 0.42 | -0.7 | 1.84 | 0.56 | 1.98 | -0.46 | 2.49 | 0.7 | -0.03 | 0.93 | 3.32 | 0.8 | -0.12 | 1.28 | 1.09 | -0.95 | 0.33 | 0.93 | 0.55 | 1.09 | 2.3 | -0.64 | -0.27 | -0.24 | 0.25 | 0.6 | 1.35 | 1.42 | 3.85 | NA |
| DD(%) | NA | 7.3 | 22.3 | 25.7 | 34.1 | 34.1 | NA | 53.7 | 25.6 | 5.3 | 34.1 | 6.6 | 19.0 | 2.7 | 11.3 | 11.5 | 7.6 | 4.9 | 11.7 | 22.9 | 12.8 | 23.4 | 48.2 | 9.9 | 10.0 | 7.5 | 8.7 | 8.5 | 27.9 | 22.3 | 12.3 | 17.4 | 24.2 | 9.4 | 9.6 | 2.9 | 0.0 |
| SD(%) | NA | 16.6 | 27.0 | 21.8 | 22.2 | 18.0 | NA | 18.8 | 27.6 | 12.7 | 34.0 | 12.3 | 15.6 | 7.2 | 14.1 | 14.8 | 11.3 | 11.5 | 13.7 | 24.5 | 17.7 | 28.0 | 41.7 | 13.8 | 10.9 | 10.0 | 11.6 | 14.7 | 24.4 | 18.1 | 19.1 | 15.5 | 19.3 | 15.4 | 10.5 | 8.3 | 0.0 |
| TR | NA | 0.13 | -0.2 | 0.34 | 0.12 | 0.14 | NA | 0.11 | -0.33 | 0.82 | 0.22 | 0.46 | -0.1 | 0.29 | 0.12 | -0.01 | 0.14 | 0.42 | 0.13 | -0.03 | 0.25 | 0.28 | -0.37 | 0.06 | 0.13 | 0.07 | 0.18 | 0.47 | -0.21 | -0.12 | -0.11 | 0.07 | 0.17 | 0.3 | 0.27 | 0.64 | 0.0 |
| Alpha(%) | NA | -0.08 | 0.01 | 0.03 | 0.0 | 0.0 | NA | 0.01 | 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 | 0.0 | 0.04 | 0.0 | 0.03 | 0.05 | 0.06 | 0.04 | 0.02 | -0.01 | -0.02 | 0.03 | 0.03 | 0.06 | NA |
| Beta(%) | NA | 0.63 | 0.63 | 0.53 | 0.61 | 0.65 | NA | 0.7 | 0.58 | 0.28 | 0.85 | 0.53 | 0.68 | 0.61 | 0.86 | 0.86 | 0.76 | 0.9 | 0.87 | 0.89 | 0.89 | 1.1 | 1.08 | 0.79 | 0.77 | 0.75 | 0.7 | 0.71 | 0.73 | 0.41 | 0.4 | 0.58 | 0.69 | 0.69 | 0.54 | 0.5 | NA |
| RS | NA | 0.83 | 0.62 | 0.55 | 0.64 | 0.67 | NA | 0.73 | 0.61 | 0.35 | 0.8 | 0.58 | 0.84 | 0.54 | 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 | 0.65 | 0.53 | 0.63 | 0.74 | 0.82 | 0.54 | 0.39 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/1996
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