Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBHRX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS R3) | 5.84% | 15.72% | 14.77% | 5.26% | 7.43% | 7.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBHRX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS R3) | 06/22/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 15.72 | 14.77 | 5.26 | 7.43 | 7.12 | NA | … | … | 5.84 | 18.97 | 12.70 | 3.17 | -9.45 | 11.11 | 2.27 | 20.80 | -6.16 | 12.61 | 13.79 | -3.78 | 11.18 | 9.65 | 10.03 | 4.56 | 13.13 |
| Sharpe Ratio | NA | 1.41 | 0.99 | 0.21 | 0.39 | NA | NA | … | … | 1.07 | 1.15 | 0.88 | -0.04 | -0.57 | 0.80 | 0.07 | 2.37 | -0.66 | 1.94 | 1.18 | -0.29 | 1.18 | 0.99 | 1.22 | 0.28 | 2.33 |
| Standard Deviation(%) | NA | 10.08 | 12.11 | 14.21 | 15.05 | NA | NA | … | … | 12.08 | 14.06 | 10.30 | 12.03 | 19.21 | 13.91 | 29.95 | 8.14 | 11.53 | 6.18 | 11.51 | 13.20 | 9.49 | 9.69 | 8.28 | 16.17 | 11.14 |
| Draw Down(%) | NA | 8.77 | 11.28 | 21.84 | 33.97 | NA | NA | … | … | 8.77 | 11.28 | 7.02 | 10.91 | 18.15 | 10.02 | 33.97 | 4.41 | 13.83 | 2.19 | 7.56 | 13.28 | 7.20 | 8.42 | 5.57 | 12.73 | 4.04 |
| Yield(%) | 0.00 | 2.35 | 5.15 | 3.16 | 4.52 | 4.98 | 4.47 | … | … | 0.00 | 3.08 | 6.87 | 5.46 | 1.80 | 1.58 | 1.57 | 5.96 | 6.16 | 6.45 | 5.15 | 5.48 | 6.66 | 6.17 | 4.44 | 3.15 | 2.99 |
Data as of 06/04/2026, Common starting date is 06/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHRX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS R3) |
-1.11%
Mar 2017 – Mar 2020 |
1.52%
Mar 2015 – Mar 2020 |
4.18%
Oct 2013 – Oct 2023 |
6.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHRX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS R3) |
16.08%
Feb 2023 – Feb 2026 |
10.15%
Mar 2020 – Mar 2025 |
8.90%
Feb 2016 – Feb 2026 |
7.54%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart