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NBSTX: NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND TRUST CLASS (MUTUAL FUND)
Basic Info 43.64 0.17(0.39%) April 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (80%) |
Start Date: | 12/29/1997 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.30% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/11/1999 |
2023 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.7 | 8.4 | 28.0 | 7.5 | 12.6 | 11.0 | 13.2 | 9.2 | 7.7 | 26.5 | -17.9 | 23.1 | 19.2 | 25.7 | -6.1 | 18.4 | 9.9 | -0.7 | 10.2 | 38.1 | 10.8 | -3.0 | 22.6 | 30.3 | -38.9 | 7.3 | 13.2 | 7.4 | 13.3 | 34.2 | -14.7 | -11.5 | -0.6 | 4.9 | 13.9 | 1.8 |
Sharpe Ratio | NA | 3.45 | 2.54 | 0.33 | 0.52 | 0.57 | NA | NA | 0.34 | 1.79 | -0.7 | 1.81 | 0.55 | 1.97 | -0.48 | 2.5 | 0.68 | -0.05 | 0.9 | 3.32 | 0.79 | -0.13 | 1.27 | 1.08 | -0.95 | 0.31 | 0.91 | 0.53 | 1.08 | 2.27 | -0.65 | -0.69 | -0.25 | 0.11 | 0.55 | 173.38 |
Draw Down(%) | NA | 2.2 | 7.7 | 25.8 | 34.1 | 34.1 | NA | NA | 53.8 | 7.7 | 25.7 | 5.3 | 34.1 | 6.7 | 19.2 | 2.7 | 11.3 | 11.6 | 7.6 | 4.9 | 11.8 | 22.9 | 12.9 | 23.5 | 48.3 | 9.9 | 10.1 | 7.6 | 8.7 | 8.6 | 28.0 | 22.4 | 12.3 | 17.4 | 24.2 | 0.0 |
Standard Deviation(%) | NA | 10.8 | 11.1 | 18.7 | 21.8 | 17.9 | NA | NA | 19.3 | 12.5 | 27.5 | 12.8 | 34.0 | 12.3 | 15.7 | 7.2 | 14.1 | 14.8 | 11.3 | 11.5 | 13.8 | 24.6 | 17.7 | 27.9 | 41.7 | 13.8 | 10.9 | 10.0 | 11.5 | 14.7 | 24.3 | 20.4 | 19.2 | 15.4 | 19.3 | 4.8 |
Treynor Ratio | NA | 0.68 | 0.49 | 0.11 | 0.17 | 0.15 | NA | NA | 0.09 | 0.38 | -0.33 | 0.57 | 0.22 | 0.48 | -0.11 | 0.29 | 0.11 | -0.01 | 0.13 | 0.42 | 0.12 | -0.03 | 0.25 | 0.28 | -0.37 | 0.06 | 0.13 | 0.07 | 0.18 | 0.47 | -0.22 | -0.34 | -0.12 | 0.03 | 0.15 | 51.05 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 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 | -0.01 | 0.04 | -0.01 | 0.03 | 0.05 | 0.06 | 0.01 | 0.02 | -0.02 | -0.03 | 0.74 |
Beta | NA | 0.55 | 0.57 | 0.56 | 0.66 | 0.67 | NA | NA | 0.71 | 0.6 | 0.58 | 0.4 | 0.85 | 0.5 | 0.68 | 0.61 | 0.86 | 0.86 | 0.76 | 0.9 | 0.87 | 0.9 | 0.89 | 1.1 | 1.08 | 0.79 | 0.77 | 0.75 | 0.7 | 0.72 | 0.73 | 0.41 | 0.4 | 0.57 | 0.7 | 0.16 |
RSquared | NA | 0.83 | 0.81 | 0.62 | 0.68 | 0.69 | NA | NA | 0.74 | 0.81 | 0.61 | 0.46 | 0.8 | 0.56 | 0.84 | 0.53 | 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 | 0.51 | 0.54 | 0.62 | 0.77 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/1999
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