Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBHRX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS R3) | 10.18% | 11.46% | 3.79% | 5.34% | 5.41% | 6.60% | NA | 6.79% |
Data as of 08/06/2025, AR inception is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBHRX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS R3) | 06/22/2010 | 08/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 11.46 | 3.79 | 5.34 | 5.41 | 6.60 | NA | 6.79 | 10.18 | 7.48 | -0.81 | -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 | 0.24 | 0.00 | 0.22 | 0.24 | NA | NA | 0.40 | 0.77 | 0.08 | -0.41 | -0.57 | 0.80 | 0.07 | 2.38 | -0.65 | 1.95 | 1.18 | -0.29 | 1.18 | 0.99 | 1.22 | 0.28 | 2.33 |
| Standard Deviation(%) | NA | 15.77 | 14.67 | 14.77 | 15.48 | NA | NA | 14.18 | 16.86 | 11.66 | 12.59 | 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 | 14.75 | 15.69 | 21.84 | 33.97 | NA | NA | 33.97 | 11.28 | 11.33 | 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 | 1.30 | 1.50 | 1.71 | 3.70 | 4.83 | 3.72 | 4.96 | 0.53 | 1.63 | 1.58 | 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 08/06/2025, AR inception 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) |
-1.76%
Apr 2021 - Apr 2024 |
1.52%
Mar 2015 - Mar 2020 |
4.18%
Oct 2013 - Oct 2023 |
6.68%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBHRX (NEUBERGER BERMAN EQUITY INCOME FUND CLASS R3) |
11.98%
Sep 2011 - Sep 2014 |
9.60%
Oct 2016 - Oct 2021 |
8.48%
Sep 2011 - Sep 2021 |
6.68%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison Chart