Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBMIX (NEUBERGER BERMAN SMALL CAP GROWTH FUND INVESTOR CLASS) | 13.68% | 32.00% | 18.71% | 6.55% | 14.44% | 12.13% | 9.87% | … | … |
Data as of 06/05/2026, Common starting date is 02/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMIX (NEUBERGER BERMAN SMALL CAP GROWTH FUND INVESTOR CLASS) | 02/09/1999 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.68 | 32.00 | 18.71 | 6.55 | 14.44 | 12.13 | 9.87 | … | … | 13.68 | 9.87 | 25.90 | 10.01 | -24.43 | 4.16 | 42.83 | 34.55 | 4.80 | 28.16 | 6.15 | -5.66 | 3.89 | 47.14 | 9.02 | -1.40 | 20.57 | 23.07 | -42.26 | 26.41 | 7.98 | 15.22 | 16.20 | 33.26 | -44.46 | -14.47 | -28.99 | 136.48 |
| Sharpe Ratio | NA | 1.16 | 0.66 | 0.18 | 0.53 | NA | NA | … | … | 1.10 | 0.28 | 1.03 | 0.34 | -0.81 | 0.16 | 1.15 | 1.78 | 0.15 | 2.10 | 0.30 | -0.32 | 0.20 | 2.99 | 0.52 | -0.04 | 0.87 | 0.75 | -1.11 | 1.26 | 0.24 | 0.80 | 0.84 | 1.57 | -1.62 | -0.51 | -0.69 | 6.41 |
| Standard Deviation(%) | NA | 25.27 | 23.50 | 25.00 | 24.55 | NA | NA | … | … | 29.50 | 24.89 | 21.69 | 18.82 | 32.20 | 25.28 | 36.73 | 18.54 | 22.72 | 13.15 | 19.46 | 17.95 | 19.52 | 15.74 | 17.32 | 33.25 | 23.63 | 30.67 | 38.85 | 18.61 | 18.90 | 16.15 | 18.12 | 20.69 | 28.19 | 33.47 | 47.88 | 24.59 |
| Draw Down(%) | NA | 16.65 | 29.53 | 36.96 | 39.55 | NA | NA | … | … | 16.65 | 26.77 | 12.50 | 19.22 | 31.15 | 19.73 | 35.77 | 14.47 | 24.92 | 6.85 | 20.93 | 16.79 | 18.18 | 6.27 | 12.16 | 27.33 | 18.49 | 26.48 | 50.46 | 10.25 | 17.10 | 12.23 | 18.56 | 11.68 | 51.43 | 41.27 | 57.28 | 13.76 |
| Yield(%) | 0.00 | 7.34 | 3.29 | 4.65 | 8.82 | 8.58 | 7.60 | … | … | 0.00 | 6.91 | 0.59 | 0.00 | 0.00 | 16.56 | 1.49 | 5.14 | 20.07 | 1.81 | 0.00 | 5.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.66 | 12.42 |
Data as of 06/05/2026, Common starting date is 02/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMIX (NEUBERGER BERMAN SMALL CAP GROWTH FUND INVESTOR CLASS) |
-36.53%
Feb 2000 – Feb 2003 |
-16.18%
Mar 2000 – Mar 2005 |
-7.68%
Feb 2000 – Feb 2010 |
-0.30%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMIX (NEUBERGER BERMAN SMALL CAP GROWTH FUND INVESTOR CLASS) |
28.11%
Feb 2016 – Feb 2019 |
28.86%
Feb 2016 – Feb 2021 |
17.56%
Feb 2009 – Feb 2019 |
14.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart