Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBPTX (NEUBERGER BERMAN LARGE CAP VALUE FUND TRUST CLASS) | 4.33% | 8.40% | 6.82% | 12.03% | 9.15% | 10.03% | 7.46% | 8.49% |
Data as of 06/20/2025, AR inception is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBPTX (NEUBERGER BERMAN LARGE CAP VALUE FUND TRUST CLASS) | 12/30/1993 | 06/20/2025 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 8.40 | 6.82 | 12.03 | 9.15 | 10.03 | 7.46 | 8.49 | 4.33 | 10.70 | -1.90 | -1.37 | 23.02 | 13.96 | 23.74 | -1.43 | 13.27 | 28.05 | -12.87 | 10.76 | 31.31 | 16.81 | -11.46 | 15.19 | 55.85 | -52.02 | 9.74 | 13.04 | 17.81 | 19.02 | 35.66 | -24.91 | -3.33 | 0.38 | 7.71 | 6.17 | 29.30 | 26.45 | 26.16 | -1.78 | 0.20 |
| Sharpe Ratio | NA | 0.35 | 0.31 | 0.60 | 0.42 | NA | NA | 0.32 | 0.35 | 0.41 | -0.54 | -0.15 | 1.30 | 0.35 | 2.37 | -0.22 | 1.99 | 1.54 | -0.73 | 0.89 | 2.53 | 1.15 | -0.40 | 0.63 | 1.44 | -1.01 | 0.34 | 0.62 | 1.06 | 1.41 | 2.01 | -0.94 | -0.28 | -0.20 | 0.28 | 0.16 | 1.73 | 2.29 | 2.12 | -0.42 | NA |
| Standard Deviation(%) | NA | 14.68 | 13.85 | 16.80 | 18.59 | NA | NA | 20.82 | 18.47 | 10.08 | 11.42 | 18.97 | 17.69 | 39.29 | 9.41 | 12.55 | 6.37 | 18.07 | 17.67 | 12.11 | 12.37 | 14.74 | 28.55 | 23.87 | 38.65 | 52.05 | 20.09 | 15.83 | 14.76 | 12.86 | 17.38 | 27.79 | 20.46 | 18.31 | 16.08 | 17.67 | 14.84 | 9.95 | 10.53 | 11.17 | 0.00 |
| Draw Down(%) | NA | 13.85 | 13.85 | 19.90 | 39.01 | NA | NA | 66.24 | 13.26 | 7.47 | 11.59 | 19.90 | 9.07 | 39.01 | 5.48 | 12.94 | 3.71 | 13.35 | 17.41 | 10.29 | 4.65 | 12.10 | 29.14 | 21.00 | 29.62 | 66.24 | 15.28 | 15.13 | 9.70 | 10.87 | 12.34 | 38.36 | 26.14 | 11.10 | 18.18 | 24.48 | 8.70 | 9.61 | 6.58 | 9.78 | 0.00 |
| Yield(%) | 0.00 | 1.92 | 1.92 | 2.25 | 6.87 | 8.82 | 6.50 | 10.66 | 0.00 | 2.03 | 2.10 | 1.31 | 1.29 | 1.31 | 4.40 | 12.28 | 13.60 | 6.79 | 11.33 | 18.93 | 24.36 | 1.44 | 0.21 | 0.01 | 0.91 | 1.01 | 4.26 | 2.24 | 5.96 | 0.63 | 0.00 | 0.00 | 1.94 | 6.26 | 7.98 | 2.63 | 12.51 | 5.79 | 0.71 | 0.20 | 0.10 |
Data as of 06/20/2025, AR inception is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPTX (NEUBERGER BERMAN LARGE CAP VALUE FUND TRUST CLASS) |
-21.03%
Feb 2006 - Feb 2009 |
-7.58%
Feb 2004 - Feb 2009 |
-2.61%
Feb 1999 - Feb 2009 |
3.15%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPTX (NEUBERGER BERMAN LARGE CAP VALUE FUND TRUST CLASS) |
28.11%
Mar 1995 - Mar 1998 |
23.55%
Feb 2009 - Feb 2014 |
15.64%
Feb 2009 - Feb 2019 |
13.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart