Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBRIX (NEUBERGER BERMAN REAL ESTATE FUND INSTITUTIONAL CLASS) | 12.89% | 10.75% | 9.44% | -0.43% | 5.10% | 6.53% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRIX (NEUBERGER BERMAN REAL ESTATE FUND INSTITUTIONAL CLASS) | 06/09/2008 | 06/04/2026 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 10.75 | 9.44 | -0.43 | 5.10 | 6.53 | NA | … | … | 12.89 | -3.40 | 5.21 | 12.04 | -33.94 | 38.20 | -1.47 | 32.04 | -5.26 | 11.95 | 4.43 | 3.31 | 24.17 | 0.94 | 17.03 | 8.45 | 29.67 | 23.12 | -31.88 |
| Sharpe Ratio | NA | 0.59 | 0.41 | -0.13 | 0.17 | NA | NA | … | … | 2.17 | -0.38 | -0.09 | 0.40 | -1.27 | 2.57 | -0.04 | 2.47 | -0.43 | 1.24 | 0.26 | 0.20 | 2.32 | 0.06 | 1.31 | 0.29 | 1.10 | 0.36 | -0.57 |
| Standard Deviation(%) | NA | 12.98 | 16.57 | 19.51 | 20.33 | NA | NA | … | … | 14.13 | 16.75 | 16.18 | 19.48 | 27.80 | 14.87 | 39.05 | 12.39 | 15.44 | 9.19 | 16.03 | 16.66 | 10.41 | 14.60 | 13.10 | 28.62 | 26.94 | 64.54 | 86.95 |
| Draw Down(%) | NA | 8.29 | 17.98 | 41.32 | 41.32 | NA | NA | … | … | 8.29 | 14.99 | 12.36 | 21.24 | 34.78 | 8.09 | 37.61 | 6.01 | 12.29 | 5.13 | 13.88 | 15.65 | 7.06 | 17.10 | 8.30 | 22.77 | 16.25 | 43.31 | 58.01 |
| Yield(%) | 0.00 | 1.65 | 2.25 | 1.64 | 4.21 | 5.46 | 4.87 | … | … | 0.00 | 2.21 | 2.18 | 2.48 | 1.49 | 1.95 | 1.94 | 6.90 | 6.41 | 6.91 | 13.81 | 8.80 | 7.31 | 7.29 | 4.37 | 2.20 | 1.22 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRIX (NEUBERGER BERMAN REAL ESTATE FUND INSTITUTIONAL CLASS) |
-8.00%
Dec 2021 – Dec 2024 |
0.02%
May 2021 – May 2026 |
4.10%
Mar 2016 – Mar 2026 |
5.29%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRIX (NEUBERGER BERMAN REAL ESTATE FUND INSTITUTIONAL CLASS) |
42.11%
Mar 2009 – Mar 2012 |
27.21%
Feb 2009 – Feb 2014 |
17.82%
Mar 2009 – Mar 2019 |
12.25%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart