Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBGTX (Neuberger & Berman Guardian Trus) | 6.37% | 17.69% | 19.67% | 10.16% | 13.89% | 12.38% | 10.05% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGTX (Neuberger & Berman Guardian Trus) | 12/30/1993 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 17.69 | 19.67 | 10.16 | 13.89 | 12.38 | 10.05 | … | … | 6.37 | 14.15 | 23.46 | 37.08 | -24.18 | 14.48 | 24.80 | 36.42 | -7.36 | 25.22 | 9.07 | -5.24 | 9.06 | 38.76 | 12.58 | -3.05 | 19.37 | 29.81 | -38.37 | 7.26 | 13.29 | 8.26 | 15.93 | 35.01 | -25.91 | -1.92 | -2.26 | 8.50 | 2.36 | 17.83 | 17.74 | 30.48 | 1.52 | 0.09 |
| Sharpe Ratio | NA | 1.35 | 1.01 | 0.39 | 0.65 | NA | NA | … | … | 1.03 | 0.55 | 1.32 | 2.23 | -0.95 | 0.78 | 0.74 | 2.83 | -0.52 | 3.54 | 0.69 | -0.35 | 0.78 | 3.26 | 0.93 | -0.13 | 1.09 | 1.06 | -0.93 | 0.30 | 0.91 | 0.59 | 1.32 | 2.23 | -1.06 | -0.23 | -0.32 | 0.29 | -0.04 | 0.78 | 1.22 | 2.83 | -0.16 | NA |
| Standard Deviation(%) | NA | 13.40 | 16.97 | 19.74 | 19.22 | NA | NA | … | … | 15.33 | 20.49 | 15.00 | 15.16 | 27.07 | 18.41 | 33.05 | 12.33 | 16.96 | 6.97 | 12.78 | 14.94 | 11.63 | 11.88 | 13.58 | 24.50 | 17.60 | 27.99 | 42.13 | 13.85 | 10.90 | 10.25 | 11.34 | 15.37 | 25.44 | 19.74 | 20.25 | 17.67 | 24.81 | 18.17 | 11.42 | 9.35 | 9.86 | 0.00 |
| Draw Down(%) | NA | 14.24 | 20.92 | 35.71 | 35.71 | NA | NA | … | … | 12.71 | 20.92 | 9.43 | 8.32 | 27.82 | 14.67 | 31.99 | 7.20 | 22.36 | 2.26 | 10.39 | 13.51 | 8.38 | 5.17 | 10.70 | 22.37 | 13.17 | 24.08 | 48.06 | 9.85 | 9.97 | 7.47 | 7.85 | 10.45 | 36.59 | 23.30 | 15.42 | 19.67 | 38.89 | 13.43 | 12.05 | 5.03 | 8.60 | 0.00 |
| Yield(%) | 0.00 | 12.23 | 9.42 | 5.99 | 12.66 | 11.59 | 8.71 | … | … | 0.00 | 12.62 | 7.02 | 5.46 | 4.72 | 0.03 | 0.17 | 7.73 | 15.33 | 12.52 | 19.16 | 15.14 | 19.32 | 16.37 | 5.55 | 0.80 | 0.38 | 0.64 | 7.69 | 12.58 | 7.48 | 0.61 | 0.24 | 0.23 | 0.64 | 0.78 | 15.05 | 20.14 | 8.87 | 8.72 | 2.74 | 1.13 | 1.14 | 0.19 |
Data as of 06/04/2026, Common starting date is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGTX (Neuberger & Berman Guardian Trus) |
-13.98%
Feb 2006 – Feb 2009 |
-7.32%
Mar 1998 – Mar 2003 |
-1.70%
Feb 1999 – Feb 2009 |
2.79%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGTX (Neuberger & Berman Guardian Trus) |
25.75%
Sep 2022 – Sep 2025 |
21.93%
Feb 2009 – Feb 2014 |
16.29%
Sep 2011 – Sep 2021 |
14.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart