Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBHAX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS A) | 9.10% | 7.17% | 3.69% | 5.61% | 5.55% | 6.85% | NA | 5.92% |
Data as of 08/01/2025, AR inception is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBHAX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS A) | 06/26/2008 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | 7.17 | 3.69 | 5.61 | 5.55 | 6.85 | NA | 5.92 | 9.10 | 7.72 | -0.56 | -9.16 | 11.46 | 2.64 | 21.06 | -5.93 | 12.83 | 14.89 | -3.54 | 11.40 | 10.05 | 10.35 | 4.85 | 18.68 | 25.40 | -27.14 |
| Sharpe Ratio | NA | 0.43 | 0.13 | 0.29 | 0.29 | NA | NA | 0.33 | 1.11 | 0.10 | -0.38 | -0.55 | 0.82 | 0.08 | 2.44 | -0.63 | 1.98 | 1.27 | -0.27 | 1.21 | 1.03 | 1.26 | 0.30 | 1.41 | 1.39 | -1.19 |
| Standard Deviation(%) | NA | 15.74 | 14.67 | 14.77 | 15.46 | NA | NA | 15.80 | 16.96 | 11.65 | 12.62 | 19.17 | 13.97 | 29.92 | 8.07 | 11.56 | 6.17 | 11.52 | 13.17 | 9.43 | 9.68 | 8.22 | 16.22 | 13.14 | 18.22 | 39.01 |
| Draw Down(%) | NA | 14.64 | 15.40 | 21.39 | 33.95 | NA | NA | 39.61 | 11.23 | 11.34 | 10.77 | 18.02 | 10.02 | 33.95 | 4.40 | 13.91 | 2.18 | 7.55 | 13.23 | 7.16 | 8.40 | 5.57 | 12.77 | 8.57 | 17.59 | 37.48 |
| Yield(%) | 0.00 | 1.43 | 1.72 | 2.05 | 4.02 | 5.21 | 3.87 | 4.56 | 0.59 | 1.87 | 1.83 | 2.10 | 2.10 | 1.86 | 6.24 | 6.40 | 6.76 | 6.14 | 5.71 | 6.88 | 6.46 | 4.66 | 3.43 | 4.60 | 1.47 | 0.53 |
Data as of 08/01/2025, AR inception is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHAX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS A) |
-1.45%
Apr 2021 - Apr 2024 |
1.91%
Sep 2018 - Sep 2023 |
4.53%
Oct 2013 - Oct 2023 |
5.57%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHAX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS A) |
22.29%
Feb 2009 - Feb 2012 |
17.16%
Feb 2009 - Feb 2014 |
11.92%
Feb 2009 - Feb 2019 |
8.99%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart