Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBHAX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS A) | 5.12% | 15.25% | 14.79% | 5.40% | 7.70% | 7.41% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBHAX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS A) | 06/26/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 15.25 | 14.79 | 5.40 | 7.70 | 7.41 | NA | … | … | 5.12 | 19.36 | 12.94 | 3.43 | -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 | 1.23 | 0.96 | 0.20 | 0.40 | NA | NA | … | … | 0.81 | 1.18 | 0.91 | -0.02 | -0.55 | 0.82 | 0.08 | 2.43 | -0.64 | 1.98 | 1.27 | -0.27 | 1.21 | 1.03 | 1.26 | 0.30 | 1.41 | 1.39 | -1.19 |
| Standard Deviation(%) | NA | 10.25 | 12.04 | 14.21 | 15.05 | NA | NA | … | … | 12.22 | 13.98 | 10.28 | 12.06 | 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 | 8.71 | 11.23 | 21.39 | 33.95 | NA | NA | … | … | 8.71 | 11.23 | 7.04 | 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 | 2.57 | 5.40 | 3.42 | 4.89 | 5.33 | 4.59 | … | … | 0.00 | 3.37 | 7.11 | 5.70 | 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 06/05/2026, Common starting date 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) |
-0.85%
Mar 2017 – Mar 2020 |
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 |
9.28%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart