Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) | 0.65% | -3.64% | 4.51% | 12.65% | 5.37% | 8.48% | NA | 8.60% |
Data as of 07/31/2025, AR inception is 03/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) | 03/09/2010 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | -3.64 | 4.51 | 12.65 | 5.37 | 8.48 | NA | 8.60 | 0.65 | 3.66 | 12.00 | -9.60 | 32.66 | -3.91 | 17.58 | -14.69 | 17.01 | 18.41 | -8.05 | 13.29 | 36.98 | 16.18 | -6.45 | 18.81 |
| Sharpe Ratio | NA | -0.10 | 0.14 | 0.54 | 0.20 | NA | NA | 0.36 | 0.07 | -0.19 | 0.46 | -0.44 | 1.90 | -0.09 | 1.03 | -1.06 | 1.84 | 1.01 | -0.53 | 1.14 | 3.34 | 1.24 | -0.22 | 0.96 |
| Standard Deviation(%) | NA | 22.73 | 19.82 | 20.33 | 22.00 | NA | NA | 20.83 | 25.44 | 15.84 | 17.01 | 24.78 | 17.22 | 44.57 | 15.67 | 15.20 | 8.96 | 18.00 | 15.23 | 11.63 | 11.06 | 13.09 | 29.22 | 24.24 |
| Draw Down(%) | NA | 28.42 | 28.42 | 28.42 | 51.97 | NA | NA | 51.97 | 23.72 | 11.22 | 13.47 | 21.17 | 8.58 | 49.95 | 11.89 | 23.93 | 4.72 | 13.36 | 16.18 | 9.92 | 4.85 | 11.25 | 28.68 | 18.84 |
| Yield(%) | 0.00 | 0.72 | 1.57 | 1.76 | 3.33 | 5.65 | 4.31 | 5.75 | 0.00 | 0.79 | 3.04 | 0.89 | 0.79 | 0.28 | 1.57 | 7.44 | 7.62 | 0.97 | 10.46 | 10.97 | 7.35 | 1.18 | 0.72 | 0.46 |
Data as of 07/31/2025, AR inception is 03/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) |
-12.96%
Mar 2017 - Mar 2020 |
-6.22%
Mar 2015 - Mar 2020 |
3.96%
Apr 2015 - Apr 2025 |
7.30%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) |
25.15%
Mar 2020 - Mar 2023 |
17.88%
Jun 2010 - Jun 2015 |
11.95%
Sep 2011 - Sep 2021 |
9.15%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart