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NMGAX: NEUBERGER BERMAN MID CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 18.5 0.14(0.75%) July 10
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 06/04/2009 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 10.01% |
| Expenses | 1.31% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 9.6 | 20.6 | 17.3 | 5.0 | 7.7 | 10.8 | 11.5 | 13.6 | 18.0 | -28.7 | -3.9 | 27.6 | 33.4 | -6.4 | 25.1 | 4.6 | 1.2 | 7.6 | 31.8 | 12.1 | 1.3 | 27.8 | 19.0 |
| Sharpe Ratio | NA | 0.65 | 0.72 | 0.65 | 0.13 | 0.27 | NA | 0.49 | 0.34 | 0.79 | -0.91 | -0.14 | 0.75 | 2.0 | -0.38 | 2.5 | 0.27 | 0.07 | 0.49 | 2.46 | 0.79 | 0.05 | 1.4 | 2.0 |
| Draw Down(%) | NA | 26.0 | 26.0 | 26.0 | 47.1 | 47.1 | NA | 47.1 | 17.5 | 15.3 | 33.3 | 24.8 | 34.1 | 8.6 | 25.0 | 4.3 | 16.9 | 13.2 | 11.1 | 5.8 | 11.0 | 20.7 | 13.2 | 7.3 |
| Standard Deviation(%) | NA | 29.1 | 25.5 | 22.8 | 25.5 | 23.4 | NA | 21.6 | 20.6 | 17.6 | 33.2 | 27.3 | 36.5 | 16.0 | 20.2 | 9.9 | 16.4 | 16.2 | 15.3 | 12.9 | 15.5 | 26.9 | 19.8 | 17.5 |
| Treynor Ratio | NA | 0.18 | 0.17 | 0.14 | 0.03 | 0.06 | NA | 0.11 | 0.06 | 0.14 | -0.3 | -0.03 | 0.28 | 0.29 | -0.07 | 0.22 | 0.04 | 0.01 | 0.07 | 0.33 | 0.13 | 0.01 | 0.31 | 0.41 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.1 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | 0.0 | -0.01 | 0.02 | 0.01 | 0.0 |
| Beta | NA | 1.04 | 1.09 | 1.04 | 1.05 | 1.03 | NA | 1.0 | 1.2 | 0.97 | 1.0 | 1.21 | 0.97 | 1.12 | 1.09 | 1.13 | 1.01 | 1.0 | 1.09 | 0.95 | 0.94 | 0.93 | 0.88 | 0.85 |
| RSquared | NA | 0.9 | 0.91 | 0.89 | 0.84 | 0.89 | NA | 0.9 | 0.78 | 0.87 | 0.94 | 0.7 | 0.9 | 0.95 | 0.97 | 0.88 | 0.95 | 0.94 | 0.96 | 0.95 | 0.95 | 0.96 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.5 | 3.7 | 3.4 | 0.0 | 0.0 | 6.9 | 9.8 | 6.0 | 2.9 | 5.0 | 7.9 | 5.2 | 3.8 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 251.3 | -24.8 | N/A | N/A | -100.0 | -41.3 | 10.2 | 111.4 | -44.6 | -36.0 | 85.5 | 48.3 | 6988.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2009
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