Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBFAX (NEUBERGER BERMAN FOCUS FUND ADVISOR CLASS) | 15.70% | 25.81% | 18.67% | 5.19% | 7.06% | 9.54% | 6.30% | 6.49% |
Data as of 07/25/2025, AR inception is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBFAX (NEUBERGER BERMAN FOCUS FUND ADVISOR CLASS) | 12/17/1998 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 25.81 | 18.67 | 5.19 | 7.06 | 9.54 | 6.30 | 6.49 | 15.70 | 21.02 | 23.23 | -32.01 | -0.30 | 17.43 | 28.01 | -9.27 | 19.28 | 6.47 | -0.51 | 9.83 | 35.13 | 19.29 | -3.21 | 11.64 | 28.57 | -41.11 | 5.75 | 11.91 | 0.96 | 4.62 | 64.23 | -36.67 | -7.18 | 12.38 | 24.86 | 3.79 |
| Sharpe Ratio | NA | 0.94 | 0.94 | 0.15 | 0.26 | NA | NA | 0.21 | 1.10 | 1.08 | 1.58 | -1.18 | -0.01 | 0.50 | 2.08 | -0.64 | 2.31 | 0.40 | -0.03 | 0.81 | 2.96 | 1.39 | -0.13 | 0.62 | 1.00 | -1.00 | 0.17 | 0.69 | -0.09 | 0.21 | 2.40 | -0.89 | -0.26 | 0.25 | 0.92 | 10.46 |
| Standard Deviation(%) | NA | 19.84 | 17.33 | 21.59 | 20.66 | NA | NA | 23.64 | 23.24 | 13.39 | 12.15 | 28.46 | 27.15 | 34.54 | 12.78 | 16.47 | 8.11 | 15.77 | 15.64 | 12.15 | 11.86 | 13.91 | 25.47 | 18.60 | 28.51 | 41.70 | 16.02 | 12.58 | 13.25 | 17.42 | 26.48 | 42.43 | 37.34 | 33.31 | 23.61 | 17.26 |
| Draw Down(%) | NA | 20.43 | 20.43 | 50.68 | 50.68 | NA | NA | 61.84 | 20.43 | 8.90 | 10.08 | 37.34 | 25.35 | 34.65 | 6.82 | 21.03 | 4.30 | 15.13 | 12.92 | 9.92 | 5.62 | 11.20 | 23.11 | 16.87 | 25.14 | 51.50 | 10.62 | 14.17 | 11.78 | 23.68 | 22.17 | 55.51 | 41.15 | 23.78 | 19.03 | 1.19 |
| Yield(%) | 0.00 | 0.09 | 0.08 | 0.04 | 12.07 | 13.96 | 7.05 | 7.74 | 0.00 | 0.10 | 0.14 | 0.00 | 0.00 | 0.00 | 13.78 | 41.67 | 37.40 | 31.63 | 14.64 | 36.54 | 25.02 | 1.15 | 0.81 | 0.69 | 1.24 | 8.74 | 19.26 | 14.69 | 14.78 | 0.00 | 0.00 | 0.00 | 6.38 | 0.00 | 9.63 | 0.07 |
Data as of 07/25/2025, AR inception is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBFAX (NEUBERGER BERMAN FOCUS FUND ADVISOR CLASS) |
-17.59%
Feb 2006 - Feb 2009 |
-10.24%
Feb 2004 - Feb 2009 |
-3.21%
Aug 2000 - Aug 2010 |
2.28%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBFAX (NEUBERGER BERMAN FOCUS FUND ADVISOR CLASS) |
25.71%
Mar 2003 - Mar 2006 |
21.67%
Feb 2009 - Feb 2014 |
14.48%
Sep 2011 - Sep 2021 |
10.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart