Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBHEX (Neuberger Berman Equity Income Fund Class E Shares) | 6.20% | 16.23% | 15.63% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/26/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBHEX (Neuberger Berman Equity Income Fund Class E Shares) | 01/26/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 16.23 | 15.63 | NA | NA | NA | NA | … | … | 6.20 | 20.57 | 14.14 | 4.50 | 0.05 |
| Sharpe Ratio | NA | 1.32 | 1.05 | NA | NA | NA | NA | … | … | 0.85 | 1.27 | 1.03 | 0.07 | -0.08 |
| Standard Deviation(%) | NA | 10.19 | 12.01 | NA | NA | NA | NA | … | … | 12.09 | 14.01 | 10.18 | 12.04 | 18.67 |
| Draw Down(%) | NA | 8.65 | 11.14 | NA | NA | NA | NA | … | … | 8.65 | 11.14 | 6.94 | 10.56 | 17.62 |
| Yield(%) | 0.00 | 3.33 | 6.32 | 5.15 | 2.57 | 1.72 | 1.29 | … | … | 0.00 | 4.49 | 8.21 | 6.71 | 7.88 |
Data as of 06/11/2026, Common starting date is 01/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHEX (Neuberger Berman Equity Income Fund Class E Shares) |
5.51%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHEX (Neuberger Berman Equity Income Fund Class E Shares) |
17.60%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart