Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBRCX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS C) | 11.05% | 28.76% | 14.08% | 5.79% | 7.10% | 7.80% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRCX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS C) | 06/22/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 28.76 | 14.08 | 5.79 | 7.10 | 7.80 | NA | … | … | 11.05 | 0.89 | 2.46 | 9.96 | -10.61 | 31.21 | -4.99 | 16.62 | -15.60 | 15.66 | 17.12 | -9.11 | 12.12 | 35.46 | 14.84 | -7.55 | 21.60 |
| Sharpe Ratio | NA | 1.81 | 0.66 | 0.20 | 0.27 | NA | NA | … | … | 1.85 | -0.08 | -0.26 | 0.34 | -0.49 | 1.81 | -0.12 | 0.98 | -1.12 | 1.68 | 0.94 | -0.60 | 1.04 | 3.20 | 1.13 | -0.26 | 2.15 |
| Standard Deviation(%) | NA | 15.45 | 17.69 | 19.31 | 21.60 | NA | NA | … | … | 16.51 | 24.17 | 15.87 | 16.95 | 24.70 | 17.20 | 44.57 | 15.57 | 15.18 | 8.97 | 18.00 | 15.25 | 11.61 | 11.06 | 13.15 | 29.21 | 20.63 |
| Draw Down(%) | NA | 10.00 | 24.87 | 24.87 | 52.91 | NA | NA | … | … | 10.00 | 23.86 | 11.34 | 14.18 | 21.80 | 8.68 | 50.05 | 12.19 | 24.59 | 4.78 | 13.51 | 16.75 | 10.01 | 4.93 | 11.47 | 29.03 | 9.12 |
| Yield(%) | 0.00 | 11.26 | 6.69 | 3.59 | 4.93 | 6.33 | 5.91 | … | … | 0.00 | 10.66 | 5.79 | 1.48 | 0.05 | 0.00 | 0.00 | 0.69 | 8.37 | 8.50 | 0.43 | 11.99 | 11.80 | 7.36 | 0.10 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NBRCX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS C) |
-13.81%
Mar 2017 – Mar 2020 |
-7.19%
Mar 2015 – Mar 2020 |
3.30%
Apr 2015 – Apr 2025 |
6.67%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRCX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS C) |
23.73%
Mar 2020 – Mar 2023 |
15.59%
Mar 2020 – Mar 2025 |
10.74%
Sep 2011 – Sep 2021 |
8.52%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart