Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBRAX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS A) | 14.20% | 31.78% | 15.89% | 7.23% | 8.27% | 8.65% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRAX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS A) | 06/22/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | 31.78 | 15.89 | 7.23 | 8.27 | 8.65 | NA | … | … | 14.20 | 10.75 | 8.82 | 10.82 | -9.97 | 32.21 | -4.28 | 17.44 | -15.01 | 16.60 | 18.00 | -8.46 | 12.92 | 36.44 | 15.71 | -6.85 | 22.04 |
| Sharpe Ratio | NA | 1.87 | 0.71 | 0.24 | 0.30 | NA | NA | … | … | 1.90 | 0.37 | 0.35 | 0.43 | -0.46 | 1.87 | -0.10 | 1.02 | -1.09 | 1.79 | 0.99 | -0.56 | 1.11 | 3.30 | 1.20 | -0.23 | 2.19 |
| Standard Deviation(%) | NA | 15.43 | 17.64 | 19.29 | 21.61 | NA | NA | … | … | 16.58 | 21.52 | 14.88 | 16.75 | 24.73 | 17.23 | 44.66 | 15.58 | 15.14 | 8.97 | 17.98 | 15.27 | 11.61 | 11.02 | 13.15 | 29.28 | 20.66 |
| Draw Down(%) | NA | 9.92 | 24.68 | 24.68 | 52.17 | NA | NA | … | … | 9.92 | 23.76 | 8.75 | 13.71 | 21.35 | 8.58 | 49.98 | 11.97 | 24.08 | 4.77 | 13.38 | 16.43 | 9.94 | 4.84 | 11.40 | 28.78 | 9.11 |
| Yield(%) | 0.00 | 11.37 | 7.08 | 3.99 | 5.45 | 6.81 | 6.52 | … | … | 0.00 | 10.90 | 6.12 | 1.94 | 0.52 | 0.30 | 0.05 | 1.43 | 8.77 | 8.80 | 0.74 | 12.14 | 12.41 | 8.02 | 0.94 | 0.44 | 0.16 |
Data as of 06/03/2026, Common starting date is 06/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRAX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS A) |
-13.19%
Mar 2017 – Mar 2020 |
-6.51%
Mar 2015 – Mar 2020 |
4.07%
Apr 2015 – Apr 2025 |
7.46%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRAX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS A) |
24.66%
Mar 2020 – Mar 2023 |
16.46%
Mar 2020 – Mar 2025 |
11.56%
Sep 2011 – Sep 2021 |
9.32%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart