Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBGAX (NEUBERGER BERMAN GENESIS FUND ADVISOR CLASS) | 6.52% | 7.33% | 6.48% | 2.50% | 8.71% | 8.95% | 8.30% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGAX (NEUBERGER BERMAN GENESIS FUND ADVISOR CLASS) | 12/17/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.07 | 7.33 | 6.48 | 2.50 | 8.71 | 8.95 | 8.30 | … | … | 6.52 | -16.46 | 8.65 | 15.30 | -18.52 | 17.65 | 24.46 | 29.01 | -7.22 | 15.45 | 17.60 | -0.40 | -0.71 | 36.72 | 9.50 | 4.40 | 21.04 | 25.88 | -33.10 | 21.04 | 6.97 | 16.00 | 18.39 | 31.34 | -3.21 | 11.75 | 32.21 | 3.78 | 5.04 |
| Sharpe Ratio | NA | 0.31 | 0.19 | -0.01 | 0.34 | NA | NA | … | … | 0.77 | -0.76 | 0.28 | 0.66 | -0.65 | 1.04 | 0.67 | 1.89 | -0.51 | 1.37 | 1.14 | -0.03 | -0.06 | 3.08 | 0.71 | 0.16 | 1.12 | 0.95 | -0.90 | 1.12 | 0.24 | 1.01 | 1.40 | 2.33 | -0.23 | 0.54 | 1.59 | 0.04 | 22.27 |
| Standard Deviation(%) | NA | 16.00 | 18.51 | 21.13 | 20.99 | NA | NA | … | … | 16.84 | 25.87 | 17.70 | 17.72 | 30.62 | 16.99 | 35.95 | 14.59 | 16.86 | 10.88 | 15.23 | 14.57 | 12.99 | 11.89 | 13.41 | 26.64 | 18.62 | 27.22 | 37.92 | 15.99 | 14.74 | 13.55 | 12.47 | 13.12 | 19.33 | 17.52 | 17.57 | 11.30 | 13.13 |
| Draw Down(%) | NA | 10.81 | 27.61 | 28.91 | 34.56 | NA | NA | … | … | 10.81 | 22.06 | 10.80 | 15.11 | 27.02 | 8.06 | 34.56 | 7.51 | 23.71 | 5.69 | 10.91 | 10.81 | 11.34 | 4.70 | 8.45 | 21.18 | 13.56 | 24.08 | 48.66 | 7.07 | 13.78 | 7.80 | 9.05 | 10.56 | 23.58 | 19.25 | 6.82 | 13.50 | 0.49 |
| Yield(%) | 0.00 | 14.42 | 7.05 | 6.94 | 21.09 | 15.71 | 13.29 | … | … | 0.00 | 13.65 | 2.38 | 3.42 | 8.19 | 11.84 | 4.60 | 7.10 | 10.06 | 35.23 | 16.71 | 20.34 | 15.21 | 16.17 | 8.01 | 5.69 | 0.00 | 0.00 | 3.85 | 18.04 | 8.25 | 2.62 | 3.37 | 0.06 | 0.35 | 3.19 | 11.46 | 0.08 | 0.33 |
Data as of 06/04/2026, Common starting date is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGAX (NEUBERGER BERMAN GENESIS FUND ADVISOR CLASS) |
-10.55%
Feb 2006 – Feb 2009 |
-0.71%
Feb 2004 – Feb 2009 |
5.90%
Jan 2006 – Jan 2016 |
7.43%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGAX (NEUBERGER BERMAN GENESIS FUND ADVISOR CLASS) |
26.05%
Jan 2003 – Jan 2006 |
22.36%
Feb 2009 – Feb 2014 |
14.89%
Feb 2009 – Feb 2019 |
13.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart