Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBMOX (NEUBERGER BERMAN SMALL CAP GROWTH FUND TRUST CLASS) | -1.30% | 0.96% | 8.01% | 6.89% | 9.72% | 12.10% | 8.99% | 4.82% |
Data as of 07/29/2025, AR inception is 02/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMOX (NEUBERGER BERMAN SMALL CAP GROWTH FUND TRUST CLASS) | 02/01/2000 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 0.96 | 8.01 | 6.89 | 9.72 | 12.10 | 8.99 | 4.82 | -1.30 | 25.06 | 9.74 | -24.61 | -12.99 | 41.79 | 34.40 | 4.68 | 27.91 | 6.02 | -5.78 | 3.65 | 46.86 | 8.86 | -1.59 | 20.18 | 22.90 | -42.30 | 26.27 | 7.84 | 15.26 | 16.14 | 33.26 | -44.41 | -14.61 | -26.35 |
| Sharpe Ratio | NA | -0.05 | 0.26 | 0.21 | 0.34 | NA | NA | 0.13 | -0.21 | 0.85 | 0.29 | -0.81 | -0.41 | 1.13 | 1.78 | 0.13 | 2.08 | 0.30 | -0.32 | 0.19 | 2.97 | 0.51 | -0.05 | 0.85 | 0.74 | -1.11 | 1.26 | 0.24 | 0.81 | 0.84 | 1.58 | -1.62 | -0.51 | -0.66 |
| Standard Deviation(%) | NA | 24.66 | 22.80 | 24.74 | 24.42 | NA | NA | 25.82 | 26.04 | 21.67 | 18.83 | 32.19 | 31.77 | 36.74 | 18.55 | 25.61 | 13.17 | 19.49 | 17.93 | 19.50 | 15.77 | 17.34 | 33.20 | 23.63 | 30.73 | 38.91 | 18.61 | 18.94 | 16.12 | 18.17 | 20.61 | 28.18 | 33.43 | 48.91 |
| Draw Down(%) | NA | 29.62 | 29.62 | 39.94 | 39.94 | NA | NA | 78.77 | 26.81 | 12.54 | 19.27 | 31.21 | 30.03 | 35.78 | 14.47 | 24.92 | 6.88 | 20.91 | 16.88 | 18.26 | 6.28 | 12.14 | 27.37 | 18.36 | 26.50 | 50.50 | 10.25 | 17.10 | 12.19 | 18.55 | 11.64 | 51.42 | 41.33 | 57.24 |
| Yield(%) | 0.00 | 0.48 | 0.20 | 4.61 | 5.93 | 8.67 | 6.55 | 3.01 | 0.00 | 0.59 | 0.00 | 0.00 | 16.54 | 1.50 | 5.15 | 18.53 | 1.67 | 0.00 | 4.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.03 |
Data as of 07/29/2025, AR inception is 02/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMOX (NEUBERGER BERMAN SMALL CAP GROWTH FUND TRUST CLASS) |
-35.47%
Mar 2000 - Mar 2003 |
-16.20%
Mar 2000 - Mar 2005 |
-6.93%
Aug 2000 - Aug 2010 |
-0.10%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMOX (NEUBERGER BERMAN SMALL CAP GROWTH FUND TRUST CLASS) |
27.90%
Feb 2016 - Feb 2019 |
28.81%
Feb 2016 - Feb 2021 |
17.35%
Feb 2009 - Feb 2019 |
14.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart