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NRSRX: NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS R6 (MUTUAL FUND)
Basic Info 52.02 0.42(0.81%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 03/18/2013 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 0.14% |
| Expenses | 1.30% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/18/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 6.8 | 10.0 | 20.0 | 13.3 | 10.5 | 11.2 | 21.6 | 29.1 | -17.2 | 12.2 | 13.2 | 26.3 | -5.7 | 18.7 | 10.4 | -0.2 | 10.7 | 21.7 |
| Sharpe Ratio | NA | 0.54 | 0.37 | 0.82 | 0.57 | 0.47 | 0.55 | 1.12 | 1.29 | -0.67 | 0.73 | 0.37 | 2.02 | -0.45 | 2.55 | 0.72 | -0.02 | 0.94 | 2.41 |
| Draw Down(%) | NA | 16.2 | 19.0 | 19.0 | 31.2 | 34.1 | 34.1 | 8.6 | 8.9 | 25.4 | 12.1 | 34.1 | 6.6 | 19.1 | 2.7 | 11.3 | 11.5 | 7.6 | 4.9 |
| Standard Deviation(%) | NA | 20.5 | 18.3 | 20.4 | 19.9 | 19.5 | 18.3 | 13.3 | 19.4 | 27.7 | 16.6 | 34.6 | 12.3 | 15.6 | 7.1 | 14.1 | 14.8 | 11.3 | 11.7 |
| Treynor Ratio | NA | 0.18 | 0.11 | 0.27 | 0.2 | 0.14 | 0.15 | 0.3 | 0.41 | -0.32 | 0.37 | 0.15 | 0.49 | -0.1 | 0.3 | 0.12 | 0.0 | 0.14 | 0.31 |
| Alpha | NA | 0.0 | -0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.01 | 0.04 | 0.05 | -0.09 | 0.01 | -0.03 | 0.0 | 0.04 | -0.03 | 0.0 | 0.0 |
| Beta | NA | 0.61 | 0.59 | 0.62 | 0.55 | 0.65 | 0.66 | 0.51 | 0.62 | 0.58 | 0.33 | 0.84 | 0.5 | 0.68 | 0.61 | 0.85 | 0.86 | 0.76 | 0.9 |
| RSquared | NA | 0.88 | 0.77 | 0.53 | 0.52 | 0.63 | 0.65 | 0.6 | 0.35 | 0.6 | 0.23 | 0.77 | 0.56 | 0.84 | 0.53 | 0.8 | 0.88 | 0.84 | 0.88 |
| Yield(%) | N/A | 0.0 | 0.1 | 7.1 | 4.9 | 6.3 | N/A | 0.2 | 12.1 | 8.0 | 0.8 | 1.0 | 10.8 | 8.9 | 7.1 | 5.2 | 6.3 | 11.4 | 8.4 |
| Dividend Growth(%) | N/A | -100.0 | -98.5 | 89.7 | -33.4 | N/A | N/A | -98.5 | 12.4 | 976.4 | -9.6 | -89.0 | 2.6 | 39.3 | 49.2 | -24.2 | -45.2 | 53.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/2013
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
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- FXBY (Foxby Corp) (63%)
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