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NMANX: NEUBERGER BERMAN MID CAP GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 16.64 0.02(0.12%) May 10
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (87%) |
Start Date: | 06/11/1980 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 3.47% |
Expenses | 1.31% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 11.2 | 24.9 | 1.5 | 10.0 | 10.6 | 13.0 | 10.5 | 9.7 | 18.2 | -28.6 | 12.4 | 39.4 | 33.6 | -6.3 | 25.5 | 4.7 | 1.3 | 7.7 | 32.0 | 12.1 | 1.5 | 28.4 | 29.2 | -41.0 | 21.6 | 14.6 | 13.4 | 16.2 | 30.6 | -31.2 | -29.7 | -11.4 | 50.9 | 16.5 | 29.3 | 10.0 | 31.1 | -3.6 | 10.1 | 17.8 | 30.9 | -8.1 | 29.2 | 18.3 | 0.4 | 17.0 | 37.1 | 7.1 | 26.9 | 28.8 | -7.1 | 27.5 |
Sharpe Ratio | NA | 1.8 | 1.27 | -0.03 | 0.32 | 0.44 | NA | NA | 0.39 | 0.83 | -0.9 | 0.58 | 1.11 | 2.03 | -0.38 | 2.55 | 0.27 | 0.08 | 0.5 | 2.49 | 0.79 | 0.05 | 1.43 | 1.18 | -1.1 | 1.06 | 0.73 | 0.81 | 1.0 | 1.55 | -1.11 | -0.89 | -0.31 | 1.79 | 0.49 | 1.41 | 0.46 | 2.48 | -0.53 | 0.61 | 1.32 | 1.79 | -0.88 | 1.94 | 0.87 | -0.11 | 0.93 | 2.79 | 0.02 | 1.56 | 1.24 | -1.21 | 2.61 |
Draw Down(%) | NA | 7.8 | 15.2 | 38.1 | 38.1 | 38.1 | NA | NA | 72.1 | 15.2 | 33.2 | 14.0 | 34.1 | 8.5 | 25.0 | 4.2 | 17.0 | 13.2 | 11.1 | 5.8 | 11.0 | 20.6 | 12.9 | 19.1 | 50.0 | 10.6 | 14.4 | 9.5 | 13.1 | 11.1 | 37.6 | 48.8 | 43.3 | 14.0 | 38.4 | 12.1 | 18.3 | 8.1 | 13.1 | 10.1 | 9.6 | 7.0 | 22.1 | 9.2 | 9.0 | 36.9 | 10.1 | 7.0 | 11.6 | 8.1 | 11.2 | 18.1 | 10.5 |
Standard Deviation(%) | NA | 17.0 | 16.6 | 23.8 | 25.9 | 21.5 | NA | NA | 21.5 | 16.9 | 33.2 | 21.3 | 35.3 | 15.9 | 20.2 | 9.8 | 16.5 | 16.2 | 15.3 | 12.8 | 15.4 | 26.9 | 19.8 | 24.7 | 38.1 | 17.6 | 15.6 | 13.8 | 15.3 | 19.2 | 29.1 | 36.6 | 50.1 | 26.7 | 26.9 | 18.2 | 13.9 | 11.0 | 12.4 | 13.1 | 11.6 | 15.1 | 15.2 | 12.1 | 15.6 | 33.7 | 13.8 | 11.4 | 14.5 | 13.3 | 17.2 | 14.1 | 18.0 |
Treynor Ratio | NA | 0.27 | 0.2 | -0.01 | 0.08 | 0.09 | NA | NA | 0.09 | 0.15 | -0.3 | 0.11 | 0.4 | 0.29 | -0.07 | 0.22 | 0.04 | 0.01 | 0.07 | 0.34 | 0.13 | 0.02 | 0.32 | 0.36 | -0.52 | 0.19 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.06 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | -0.02 | 0.0 | -0.04 | 0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.02 | 0.01 | -0.02 | -0.01 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.12 | 1.07 | 1.01 | 1.01 | 1.02 | NA | NA | 0.93 | 0.96 | 1.0 | 1.14 | 0.97 | 1.11 | 1.09 | 1.12 | 1.01 | 1.0 | 1.09 | 0.95 | 0.93 | 0.93 | 0.89 | 0.81 | 0.8 | 0.99 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.88 | 0.9 | 0.93 | 0.94 | 0.94 | NA | NA | 0.4 | 0.92 | 0.94 | 0.95 | 0.96 | 0.95 | 0.97 | 0.88 | 0.95 | 0.94 | 0.96 | 0.95 | 0.95 | 0.96 | 0.97 | 0.96 | 0.97 | 0.94 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.5 | 7.0 | 9.2 | 9.6 | 14.8 | 12.9 | N/A | 3.7 | 3.4 | 16.0 | 12.0 | 6.9 | 9.8 | 10.5 | 5.1 | 8.4 | 12.6 | 8.2 | 6.1 | 0.2 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 31.8 | 10.2 | 7.6 | 33.1 | 13.6 | 9.7 | 6.4 | 17.5 | 14.8 | 5.5 | 2.9 | 13.6 | 2.5 | 13.3 | 15.0 | 1.7 | 2.9 | 3.4 | 3.1 | 2.2 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -24.8 | 0.8 | 11.7 | 682.1 | 2.5 | N/A | N/A | -25.0 | -79.6 | 63.9 | 124.7 | -41.4 | 9.8 | 112.9 | -44.6 | -36.4 | 81.4 | 44.8 | 3250.0 | -50.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -99.1 | 346.7 | 44.6 | -78.4 | 131.3 | 72.9 | 35.2 | -65.9 | 20.2 | 239.2 | 64.5 | -74.8 | 515.0 | -83.5 | -8.3 | 1100.0 | -38.9 | 5.9 | 30.8 | 30.0 | 11.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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