Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBHIX (NEUBERGER BERMAN EQUITY INCOME FUND INSTITUTIONAL CLASS) | 6.00% | 16.32% | 15.45% | 5.91% | 8.17% | 7.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBHIX (NEUBERGER BERMAN EQUITY INCOME FUND INSTITUTIONAL CLASS) | 12/14/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 16.32 | 15.45 | 5.91 | 8.17 | 7.87 | NA | … | … | 6.00 | 19.68 | 13.37 | 3.86 | -8.86 | 11.91 | 3.04 | 21.51 | -5.55 | 13.22 | 15.26 | -3.14 | 11.92 | 10.36 | 10.85 | 5.21 | 19.12 | 25.44 | -23.74 | 3.42 | -0.56 |
| Sharpe Ratio | NA | 1.47 | 1.05 | 0.26 | 0.44 | NA | NA | … | … | 1.11 | 1.20 | 0.95 | 0.02 | -0.54 | 0.85 | 0.09 | 2.47 | -0.60 | 2.04 | 1.31 | -0.24 | 1.25 | 1.07 | 1.32 | 0.32 | 1.45 | 1.38 | -0.83 | 0.02 | -3.32 |
| Standard Deviation(%) | NA | 10.07 | 12.09 | 14.23 | 15.08 | NA | NA | … | … | 12.03 | 14.07 | 10.28 | 12.07 | 19.26 | 13.99 | 30.01 | 8.12 | 11.58 | 6.18 | 11.48 | 13.23 | 9.51 | 9.63 | 8.28 | 16.19 | 13.14 | 18.42 | 29.58 | 12.44 | 5.12 |
| Draw Down(%) | NA | 8.72 | 11.23 | 20.85 | 33.90 | NA | NA | … | … | 8.72 | 11.23 | 6.97 | 10.72 | 17.90 | 10.01 | 33.90 | 4.38 | 13.79 | 2.17 | 7.61 | 13.09 | 7.24 | 8.43 | 5.55 | 12.65 | 8.56 | 17.68 | 38.94 | 8.61 | 0.97 |
| Yield(%) | 0.00 | 2.84 | 5.74 | 3.72 | 5.26 | 5.73 | 5.30 | … | … | 0.00 | 3.75 | 7.47 | 6.03 | 2.43 | 2.50 | 2.19 | 6.63 | 6.76 | 7.13 | 6.53 | 6.07 | 7.30 | 6.85 | 5.06 | 3.77 | 4.92 | 1.57 | 0.84 | 3.59 | 0.69 |
Data as of 06/04/2026, Common starting date is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHIX (NEUBERGER BERMAN EQUITY INCOME FUND INSTITUTIONAL CLASS) |
-2.35%
May 2007 – May 2010 |
2.30%
Sep 2018 – Sep 2023 |
4.92%
Oct 2013 – Oct 2023 |
5.40%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHIX (NEUBERGER BERMAN EQUITY INCOME FUND INSTITUTIONAL CLASS) |
22.64%
Feb 2009 – Feb 2012 |
17.54%
Feb 2009 – Feb 2014 |
12.31%
Feb 2009 – Feb 2019 |
9.68%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart