Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBMIX (NEUBERGER BERMAN SMALL CAP GROWTH FUND INVESTOR CLASS) | -1.21% | 2.08% | 9.65% | 7.17% | 9.97% | 12.00% | 9.30% | 8.12% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 2.08 | 9.65 | 7.17 | 9.97 | 12.00 | 9.30 | 8.12 | -1.21 | 25.35 | 10.01 | -24.43 | -12.76 | 41.26 | 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 | -0.04 | 0.28 | 0.22 | 0.35 | NA | NA | 0.26 | -0.20 | 0.87 | 0.31 | -0.80 | -0.40 | 1.11 | 1.79 | 0.15 | 2.10 | 0.31 | -0.32 | 0.20 | 2.99 | 0.52 | -0.04 | 0.87 | 0.75 | -1.11 | 1.26 | 0.25 | 0.81 | 0.84 | 1.57 | -1.62 | -0.51 | -0.69 | 6.42 |
| Standard Deviation(%) | NA | 24.64 | 22.80 | 24.74 | 24.13 | NA | NA | 25.72 | 26.02 | 21.68 | 18.82 | 32.20 | 31.75 | 36.72 | 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 | 29.53 | 29.53 | 39.55 | 39.55 | NA | NA | 78.77 | 26.77 | 12.50 | 19.22 | 31.15 | 29.89 | 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 | 0.48 | 0.20 | 4.62 | 6.47 | 9.12 | 7.40 | 7.11 | 0.00 | 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 07/25/2025, AR inception 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