Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) | -7.30% | -7.71% | 2.04% | 12.19% | 3.71% | 7.30% | 6.16% | 7.18% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) | 11/09/1999 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 11/09/1999.
AR inception is since 11/09/1999.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.09 | -7.71 | 2.04 | 12.19 | 3.71 | 7.30 | 6.16 | 7.18 | -7.30 | 3.35 | 11.25 | -9.97 | 32.25 | -4.31 | 17.06 | -15.02 | 16.53 | 17.95 | -8.44 | 12.82 | 36.51 | 15.57 | -6.81 | 26.19 | 48.25 | -47.28 | 4.64 | 10.83 | 12.35 | 22.20 | 35.91 | -11.69 | -2.31 | 7.64 | 13.24 |
| Sharpe Ratio | NA | -0.60 | -0.20 | 0.48 | 0.09 | NA | NA | 0.25 | -0.87 | -0.20 | 0.42 | -0.46 | 1.87 | -0.10 | 1.00 | -1.08 | 1.78 | 0.99 | -0.56 | 1.10 | 3.30 | 1.20 | -0.23 | 1.11 | 1.28 | -1.01 | 0.08 | 0.47 | 0.74 | 1.90 | 2.62 | -0.62 | -0.29 | 0.14 | 7.40 |
| Standard Deviation(%) | NA | 22.09 | 20.85 | 21.48 | 21.90 | NA | NA | 22.50 | 30.06 | 15.85 | 16.94 | 24.72 | 17.25 | 44.63 | 15.67 | 15.21 | 8.95 | 17.92 | 15.21 | 11.63 | 11.06 | 13.07 | 29.24 | 23.43 | 37.66 | 47.57 | 19.81 | 16.15 | 13.84 | 11.17 | 13.43 | 20.62 | 15.98 | 25.25 | 18.26 |
| Draw Down(%) | NA | 28.50 | 28.50 | 28.50 | 52.33 | NA | NA | 65.17 | 23.76 | 11.22 | 13.72 | 21.36 | 8.59 | 50.00 | 12.05 | 24.08 | 4.71 | 13.42 | 16.41 | 9.94 | 4.84 | 11.33 | 28.83 | 18.85 | 32.66 | 62.11 | 16.89 | 15.00 | 9.01 | 7.21 | 10.99 | 26.33 | 19.88 | 20.47 | 5.07 |
| Yield(%) | 0.00 | 0.39 | 1.10 | 1.21 | 3.36 | 5.69 | 5.05 | 6.64 | 0.00 | 0.40 | 2.28 | 0.56 | 0.32 | 0.07 | 1.12 | 8.72 | 8.80 | 0.73 | 12.07 | 12.29 | 7.96 | 0.91 | 0.41 | 0.12 | 1.26 | 3.25 | 10.87 | 0.42 | 8.46 | 8.55 | 0.00 | 0.00 | 11.24 | 0.00 | 0.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) |
-21.45%
Feb 2006 - Feb 2009 |
-8.25%
Feb 2004 - Feb 2009 |
2.58%
Aug 2000 - Aug 2010 |
3.09%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) |
33.00%
Feb 2009 - Feb 2012 |
27.96%
Feb 2009 - Feb 2014 |
16.97%
Feb 2009 - Feb 2019 |
12.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart