Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) | -4.04% | 2.80% | 9.62% | 7.44% | 17.69% | 17.41% | 13.35% | 11.30% |
Data as of 06/25/2025, AR inception is 05/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) | 05/15/2002 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 2.80 | 9.62 | 7.44 | 17.69 | 17.41 | 13.35 | 11.30 | -4.04 | 24.85 | 9.57 | -24.72 | -13.13 | 42.39 | 34.20 | 121.74 | 27.69 | 5.88 | -5.90 | 3.55 | 46.67 | 8.73 | -1.85 | 20.22 | 22.68 | -42.47 | 26.07 | 7.61 | 15.07 | 16.08 | 33.44 | -37.10 |
| Sharpe Ratio | NA | -0.07 | 0.35 | 0.21 | 0.55 | NA | NA | 0.38 | -0.54 | 0.84 | 0.29 | -0.81 | -0.41 | 1.14 | 1.77 | 2.11 | 2.07 | 0.29 | -0.33 | 0.18 | 2.97 | 0.51 | -0.06 | 0.85 | 0.74 | -1.11 | 1.24 | 0.23 | 0.80 | 0.83 | 1.58 | -1.66 |
| Standard Deviation(%) | NA | 25.05 | 23.08 | 24.86 | 29.32 | NA | NA | 26.43 | 27.67 | 21.67 | 18.79 | 32.20 | 31.79 | 36.76 | 18.54 | 57.30 | 13.15 | 19.47 | 17.96 | 19.51 | 15.72 | 17.33 | 33.20 | 23.59 | 30.71 | 38.83 | 18.65 | 18.87 | 16.15 | 18.17 | 20.75 | 31.95 |
| Draw Down(%) | NA | 29.65 | 29.65 | 40.17 | 40.17 | NA | NA | 58.78 | 26.83 | 12.54 | 19.31 | 31.27 | 30.14 | 35.80 | 14.51 | 24.95 | 6.88 | 20.93 | 16.90 | 18.29 | 6.27 | 12.18 | 27.44 | 18.19 | 26.53 | 50.62 | 10.27 | 17.08 | 12.25 | 18.54 | 11.67 | 43.95 |
| Yield(%) | 0.00 | 0.50 | 0.21 | 4.89 | 8.85 | 12.86 | 10.63 | 8.85 | 0.00 | 0.59 | 0.00 | 0.00 | 16.54 | 1.50 | 5.16 | 29.23 | 2.62 | 0.00 | 7.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/25/2025, AR inception is 05/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) |
-15.88%
Feb 2006 - Feb 2009 |
-3.72%
Feb 2004 - Feb 2009 |
3.38%
Feb 2006 - Feb 2016 |
7.05%
Jun 2002 - Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) |
64.11%
Feb 2016 - Feb 2019 |
49.67%
Feb 2016 - Feb 2021 |
26.34%
Feb 2009 - Feb 2019 |
20.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart