Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) | -3.50% | -1.70% | 7.87% | 7.06% | 7.16% | 8.96% | 8.37% | 10.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) | 09/27/1988 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 09/27/1988.
AR inception is since 09/27/1988.
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.20 | -1.70 | 7.87 | 7.06 | 7.16 | 8.96 | 8.37 | 10.43 | -3.50 | 6.87 | 15.75 | -18.27 | 6.14 | 20.06 | 29.47 | -6.91 | 15.83 | 18.06 | 0.05 | -0.32 | 37.17 | 9.90 | 4.75 | 21.42 | 26.32 | -32.97 | 21.43 | 7.31 | 16.37 | 15.30 | 31.70 | -2.95 | 12.11 | 32.51 | 4.04 | -6.95 | 34.89 | 29.86 | 20.26 | -5.57 | 4.42 | 15.62 | 39.71 | -16.24 | 14.92 | 3.40 |
| Sharpe Ratio | NA | -0.52 | 0.10 | 0.14 | 0.24 | NA | NA | 0.45 | -0.76 | 0.02 | 0.66 | -0.65 | 0.30 | 0.55 | 1.92 | -0.49 | 1.41 | 1.17 | 0.00 | -0.03 | 3.12 | 0.74 | 0.18 | 1.14 | 0.96 | -0.89 | 1.16 | 0.28 | 1.05 | 1.11 | 2.37 | -0.21 | 0.57 | 1.62 | 0.07 | -0.64 | 2.28 | 2.86 | 1.88 | -1.03 | 0.22 | 1.62 | 3.46 | -1.75 | 1.24 | 1.42 |
| Standard Deviation(%) | NA | 22.00 | 22.95 | 22.50 | 21.30 | NA | NA | 17.80 | 27.08 | 17.81 | 17.70 | 30.48 | 20.52 | 36.12 | 14.60 | 16.84 | 10.84 | 15.23 | 14.56 | 12.99 | 11.91 | 13.39 | 26.63 | 18.63 | 27.19 | 37.97 | 15.98 | 14.73 | 13.58 | 12.92 | 13.08 | 19.36 | 17.49 | 17.51 | 11.32 | 16.06 | 13.69 | 9.13 | 8.72 | 8.28 | 10.80 | 8.11 | 10.36 | 12.25 | 7.41 | 5.86 |
| Draw Down(%) | NA | 28.95 | 28.95 | 35.75 | 35.75 | NA | NA | 51.75 | 22.00 | 12.54 | 15.03 | 26.65 | 17.05 | 34.53 | 7.49 | 23.64 | 5.67 | 10.88 | 10.74 | 11.24 | 4.68 | 8.40 | 21.11 | 13.49 | 24.03 | 48.62 | 7.04 | 13.76 | 7.77 | 9.03 | 10.53 | 23.54 | 19.10 | 6.74 | 13.37 | 29.79 | 11.05 | 7.24 | 7.01 | 9.63 | 7.29 | 9.61 | 6.34 | 28.34 | 10.37 | 3.35 |
| Yield(%) | 0.00 | 0.00 | 4.52 | 3.04 | 9.24 | 10.88 | 9.91 | 34.59 | 0.00 | 0.00 | 3.45 | 8.08 | 0.00 | 0.00 | 7.14 | 10.12 | 24.35 | 12.20 | 15.76 | 12.23 | 13.62 | 6.89 | 5.00 | 0.00 | 0.00 | 3.86 | 18.35 | 9.01 | 2.63 | 0.00 | 0.06 | 0.35 | 3.20 | 7.15 | 0.56 | 2.88 | 1.60 | 1.60 | 0.00 | 0.00 | 0.13 | 0.00 | 0.20 | 0.67 | 0.39 | 0.20 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) |
-10.29%
Feb 2006 - Feb 2009 |
-0.99%
Feb 2004 - Feb 2009 |
5.96%
Oct 2013 - Oct 2023 |
6.76%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) |
28.66%
Mar 1995 - Mar 1998 |
22.77%
Feb 2009 - Feb 2014 |
16.65%
Jan 1996 - Jan 2006 |
15.79%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart