Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| NBPBX (NEUBERGER BERMAN LARGE CAP VALUE FUND ADVISOR CLASS) | 7.32% | 3.44% | 5.18% | 3.77% | 12.97% | 8.76% | 9.65% | 7.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBPBX (NEUBERGER BERMAN LARGE CAP VALUE FUND ADVISOR CLASS) | 12/27/1996 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 12/27/1996.
AR inception is since 12/27/1996.
| 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 5.18 | 3.77 | 12.97 | 8.76 | 9.65 | 7.80 | 7.32 | 3.44 | 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 | -0.08 | -0.04 | 0.65 | 0.38 | NA | NA | 0.26 | 0.33 | 0.39 | -0.56 | -0.15 | 1.29 | 0.34 | 2.35 | -0.23 | 1.97 | 1.52 | -0.74 | 0.86 | 2.52 | 1.13 | -0.41 | 0.64 | 1.43 | -1.02 | 0.33 | 0.61 | 1.04 | 1.38 | 1.99 | -0.93 | -0.29 | -0.21 | 0.25 | 0.13 | 1.49 | -2,181.48 |
| Standard Deviation(%) | NA | 14.65 | 14.40 | 17.57 | 18.58 | NA | NA | 21.70 | 19.95 | 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 | 13.88 | 15.68 | 19.95 | 39.06 | NA | NA | 66.34 | 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 | 1.76 | 1.65 | 2.17 | 8.43 | 9.85 | 8.07 | 8.68 | 0.00 | 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 |
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