Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) | 0.29% | 3.18% | 2.40% | 5.54% | 6.17% | 8.29% | 7.03% | 9.40% |
Data as of 07/18/2025, AR inception is 05/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) | 05/14/2002 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 3.18 | 2.40 | 5.54 | 6.17 | 8.29 | 7.03 | 9.40 | 0.29 | 5.01 | 11.70 | -27.35 | 41.74 | -1.34 | 31.71 | -5.31 | 11.60 | 4.33 | 3.07 | 23.75 | 0.82 | 16.75 | 8.32 | 31.02 | 28.37 | -31.86 | -15.23 | 37.78 | 12.95 | 31.39 | 39.96 | 0.68 |
| Sharpe Ratio | NA | 0.00 | -0.05 | 0.17 | 0.24 | NA | NA | 0.30 | -0.13 | 0.09 | 0.42 | -1.16 | 2.81 | -0.04 | 2.43 | -0.43 | 1.20 | 0.26 | 0.18 | 2.28 | 0.05 | 1.28 | 0.29 | 1.15 | 0.44 | -0.47 | -0.75 | 2.45 | 0.71 | 1.79 | 3.59 | 0.00 |
| Standard Deviation(%) | NA | 17.88 | 19.67 | 19.24 | 20.25 | NA | NA | 27.01 | 19.53 | 16.17 | 19.55 | 24.89 | 14.85 | 39.02 | 12.46 | 15.46 | 9.19 | 16.05 | 16.70 | 10.41 | 14.56 | 13.13 | 28.69 | 26.92 | 64.69 | 69.68 | 24.71 | 14.10 | 15.12 | 17.02 | 10.92 | 15.56 |
| Draw Down(%) | NA | 18.06 | 27.66 | 35.60 | 37.56 | NA | NA | 70.52 | 15.02 | 12.46 | 21.31 | 33.27 | 8.11 | 37.56 | 6.06 | 12.37 | 5.14 | 13.90 | 15.71 | 7.06 | 17.12 | 8.30 | 22.77 | 15.85 | 43.44 | 57.65 | 27.73 | 8.24 | 10.61 | 18.39 | 6.00 | 15.86 |
| Yield(%) | 0.00 | 2.06 | 4.72 | 4.82 | 6.10 | 7.90 | 6.42 | 10.22 | 1.16 | 1.97 | 2.30 | 8.23 | 5.42 | 1.99 | 6.68 | 6.23 | 6.73 | 13.65 | 8.63 | 7.11 | 7.10 | 4.16 | 2.06 | 2.33 | 3.66 | 2.95 | 17.15 | 11.94 | 19.30 | 22.68 | 8.57 | 2.06 |
Data as of 07/18/2025, AR inception is 05/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) |
-22.40%
Mar 2006 - Mar 2009 |
-6.72%
Mar 2004 - Mar 2009 |
4.32%
Jan 2007 - Jan 2017 |
6.10%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) |
43.65%
Mar 2009 - Mar 2012 |
28.41%
Feb 2009 - Feb 2014 |
18.04%
Mar 2009 - Mar 2019 |
13.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart