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NPNCX: Neuberger Berman Large Cap Value C (MUTUAL FUND)
Basic Info 42.65 0.86(2.06%) March 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/22/2010 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.24% |
| Expenses | 1.86% |
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Performance Analytics (As of 03/05/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.8 | 16.3 | 47.6 | 17.3 | 25.2 | 14.0 | 15.4 | 13.4 | 23.1 | -1.9 | 53.7 | 27.0 | -13.1 | 9.9 | 30.1 | 15.8 | -12.1 | 17.4 |
| SR | NA | 5.93 | 1.21 | 0.66 | 0.98 | 0.62 | 0.69 | 0.33 | 2.31 | -0.26 | 1.66 | 1.47 | -0.75 | 0.82 | 2.43 | 1.08 | -0.43 | 1.71 |
| DD(%) | NA | 7.9 | 31.2 | 39.1 | 39.1 | 39.1 | 39.1 | 39.1 | 5.5 | 12.7 | 3.9 | 13.4 | 17.6 | 10.4 | 4.7 | 12.3 | 29.4 | 10.3 |
| SD(%) | NA | 24.1 | 39.3 | 24.7 | 25.0 | 22.0 | 21.8 | 39.2 | 9.4 | 12.5 | 32.2 | 18.1 | 17.6 | 12.1 | 12.4 | 14.7 | 28.6 | 20.5 |
| TR | NA | 1.06 | 0.44 | 0.16 | 0.24 | 0.13 | 0.14 | 0.12 | 0.28 | -0.04 | 0.54 | 0.22 | -0.12 | 0.1 | 0.28 | 0.14 | -0.1 | 0.28 |
| Alpha(%) | NA | 0.13 | 0.07 | 0.03 | 0.05 | 0.01 | 0.01 | 0.04 | 0.01 | 0.01 | 0.13 | 0.02 | -0.05 | -0.01 | -0.01 | 0.0 | -0.05 | 0.0 |
| Beta(%) | NA | 1.34 | 1.09 | 1.01 | 1.01 | 1.06 | 1.07 | 1.06 | 0.77 | 0.75 | 0.99 | 1.23 | 1.07 | 1.04 | 1.06 | 1.13 | 1.16 | 1.23 |
| RS | NA | 0.81 | 0.91 | 0.9 | 0.54 | 0.66 | 0.68 | 0.92 | 0.88 | 0.9 | 0.03 | 0.81 | 0.89 | 0.88 | 0.92 | 0.95 | 0.95 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2010
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See LARGE VALUE Asset Class Trend Rankings |
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