Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBPBX (NEUBERGER BERMAN LARGE CAP VALUE FUND ADVISOR CLASS) | 16.15% | 35.30% | 16.10% | 7.63% | 12.62% | 10.85% | 8.35% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBPBX (NEUBERGER BERMAN LARGE CAP VALUE FUND ADVISOR CLASS) | 12/27/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 35.30 | 16.10 | 7.63 | 12.62 | 10.85 | 8.35 | … | … | 16.15 | 20.26 | 10.54 | -2.06 | -1.52 | 22.86 | 13.80 | 23.55 | -1.58 | 13.07 | 27.75 | -13.05 | 10.52 | 31.23 | 16.60 | -11.58 | 15.27 | 55.53 | -52.18 | 9.60 | 12.84 | 17.57 | 18.67 | 35.38 | -24.66 | -3.48 | -0.04 | 7.28 | 5.59 | 25.65 | -1.03 |
| Sharpe Ratio | NA | 2.87 | 1.04 | 0.35 | 0.63 | NA | NA | … | … | 2.89 | 1.21 | 0.69 | -0.51 | -0.16 | 1.29 | 0.34 | 2.35 | -0.24 | 1.97 | 1.52 | -0.74 | 0.86 | 2.52 | 1.13 | -0.41 | 0.64 | 1.43 | -1.02 | 0.32 | 0.60 | 1.04 | 1.37 | 1.99 | -0.93 | -0.30 | -0.22 | 0.24 | 0.12 | 1.48 | -2,181.48 |
| Standard Deviation(%) | NA | 11.38 | 12.34 | 14.37 | 17.75 | NA | NA | … | … | 13.60 | 14.38 | 10.08 | 11.36 | 18.95 | 17.68 | 39.28 | 9.41 | 12.54 | 6.34 | 18.12 | 17.69 | 12.16 | 12.36 | 14.80 | 28.53 | 23.87 | 38.66 | 52.16 | 20.10 | 15.82 | 14.75 | 12.87 | 17.43 | 27.82 | 20.44 | 19.52 | 16.09 | 17.70 | 14.78 | 0.04 |
| Draw Down(%) | NA | 7.06 | 13.88 | 19.95 | 39.06 | NA | NA | … | … | 7.06 | 13.28 | 7.46 | 11.70 | 19.95 | 9.09 | 39.06 | 5.48 | 12.92 | 3.71 | 13.44 | 17.44 | 10.32 | 4.64 | 12.17 | 29.19 | 20.81 | 29.57 | 66.34 | 15.31 | 15.09 | 9.71 | 10.93 | 12.33 | 38.12 | 26.17 | 11.06 | 18.34 | 24.70 | 8.68 | 1.03 |
| Yield(%) | 0.00 | 6.60 | 3.77 | 2.44 | 11.15 | 9.69 | 7.49 | … | … | 0.00 | 6.81 | 1.89 | 1.99 | 1.17 | 1.08 | 1.16 | 4.23 | 12.11 | 18.30 | 9.11 | 14.48 | 23.02 | 28.37 | 1.79 | 0.25 | 0.25 | 0.95 | 1.01 | 4.15 | 2.05 | 5.33 | 0.40 | 0.00 | 0.53 | 1.75 | 4.61 | 5.91 | 0.41 | 0.09 | 0.09 |
Data as of 06/05/2026, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPBX (NEUBERGER BERMAN LARGE CAP VALUE FUND ADVISOR CLASS) |
-21.22%
Feb 2006 – Feb 2009 |
-7.80%
Feb 2004 – Feb 2009 |
-2.80%
Feb 1999 – Feb 2009 |
2.87%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPBX (NEUBERGER BERMAN LARGE CAP VALUE FUND ADVISOR CLASS) |
26.97%
Jan 2003 – Jan 2006 |
23.45%
Feb 2009 – Feb 2014 |
15.48%
Feb 2009 – Feb 2019 |
13.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart