Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) | -5.20% | 1.46% | 6.99% | 8.13% | 8.85% | 10.79% | 9.12% | 10.92% |
Data as of 06/25/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) | 06/20/1996 | 06/25/2025 |
| 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 1.46 | 6.99 | 8.13 | 8.85 | 10.79 | 9.12 | 10.92 | -5.20 | 8.92 | 15.58 | -18.34 | 17.96 | 24.75 | 29.36 | -6.98 | 21.94 | 18.02 | 0.03 | -0.36 | 37.01 | 9.80 | 4.64 | 21.38 | 26.25 | -32.94 | 21.35 | 7.21 | 16.30 | 18.68 | 31.65 | -2.99 | 12.08 | 32.49 | 4.01 | -6.98 | 34.86 | 13.58 |
| Sharpe Ratio | NA | -0.16 | 0.25 | 0.27 | 0.35 | NA | NA | 0.48 | -0.66 | 0.30 | 0.68 | -0.65 | 1.06 | 0.68 | 1.91 | -0.50 | 1.78 | 1.17 | 0.00 | -0.03 | 3.11 | 0.73 | 0.17 | 1.14 | 0.96 | -0.89 | 1.14 | 0.26 | 1.04 | 1.42 | 2.36 | -0.21 | 0.56 | 1.62 | 0.06 | -0.65 | 2.26 | 2.37 |
| Standard Deviation(%) | NA | 22.16 | 22.43 | 21.45 | 21.07 | NA | NA | 19.34 | 25.17 | 17.69 | 17.69 | 30.49 | 16.99 | 35.92 | 14.60 | 16.85 | 11.98 | 15.24 | 14.54 | 13.00 | 11.89 | 13.40 | 26.64 | 18.64 | 27.21 | 37.98 | 15.97 | 14.75 | 13.56 | 12.49 | 13.10 | 19.35 | 17.58 | 17.50 | 11.35 | 16.13 | 13.75 | 9.88 |
| Draw Down(%) | NA | 27.54 | 27.54 | 28.61 | 34.54 | NA | NA | 51.72 | 22.03 | 10.78 | 15.05 | 26.73 | 8.07 | 34.54 | 7.50 | 23.66 | 5.67 | 10.87 | 10.74 | 11.28 | 4.68 | 8.41 | 21.13 | 13.48 | 24.03 | 48.60 | 7.05 | 13.76 | 7.79 | 9.04 | 10.52 | 23.51 | 19.16 | 6.81 | 13.40 | 29.79 | 11.22 | 7.13 |
| Yield(%) | 0.00 | 2.27 | 5.19 | 7.06 | 7.36 | 10.00 | 8.40 | 18.66 | 0.00 | 2.33 | 3.38 | 8.10 | 11.75 | 4.58 | 7.09 | 10.08 | 13.20 | 6.76 | 9.48 | 7.75 | 9.05 | 4.56 | 3.33 | 0.00 | 0.00 | 3.86 | 17.99 | 8.85 | 2.62 | 3.41 | 0.06 | 0.35 | 3.24 | 5.08 | 0.54 | 1.45 | 0.92 | 0.95 |
Data as of 06/25/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) |
-10.32%
Feb 2006 - Feb 2009 |
-0.45%
Feb 2004 - Feb 2009 |
6.20%
Jan 2006 - Jan 2016 |
8.10%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) |
26.36%
Jan 2003 - Jan 2006 |
22.66%
Feb 2009 - Feb 2014 |
15.82%
Feb 2009 - Feb 2019 |
13.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart