Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBSLX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INSTITUTIONAL CLASS) | 5.91% | 15.42% | 21.40% | 17.62% | 12.56% | 13.62% | NA | 10.04% |
Data as of 07/02/2025, AR inception is 12/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBSLX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INSTITUTIONAL CLASS) | 12/04/2007 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | 15.42 | 21.40 | 17.62 | 12.56 | 13.62 | NA | 10.04 | 5.91 | 28.41 | 28.29 | -17.60 | 23.51 | 19.58 | 26.17 | -5.81 | 18.82 | 10.31 | -0.32 | 10.63 | 38.56 | 11.15 | -2.72 | 23.06 | 30.83 | -40.14 | -3.48 |
| Sharpe Ratio | NA | 0.69 | 0.85 | 0.85 | 0.57 | NA | NA | 0.42 | 0.37 | 2.01 | 1.27 | -0.69 | 1.86 | 0.57 | 2.01 | -0.46 | 2.55 | 0.71 | -0.02 | 0.94 | 3.35 | 0.81 | -0.11 | 1.30 | 1.10 | -0.99 | -1.96 |
| Standard Deviation(%) | NA | 17.65 | 20.31 | 18.98 | 19.05 | NA | NA | 20.79 | 20.85 | 12.32 | 19.52 | 27.72 | 12.59 | 34.06 | 12.30 | 15.62 | 7.15 | 14.15 | 14.77 | 11.31 | 11.51 | 13.74 | 24.48 | 17.66 | 27.95 | 41.38 | 21.11 |
| Draw Down(%) | NA | 16.26 | 17.31 | 25.76 | 34.07 | NA | NA | 54.59 | 16.26 | 7.50 | 9.21 | 25.59 | 5.24 | 34.07 | 6.63 | 19.14 | 2.70 | 11.28 | 11.50 | 7.59 | 4.91 | 11.70 | 22.81 | 12.80 | 23.40 | 48.21 | 7.13 |
| Yield(%) | 0.00 | 6.17 | 9.24 | 10.23 | 8.92 | 12.35 | 6.92 | 8.14 | 0.00 | 7.32 | 11.43 | 7.62 | 11.93 | 7.12 | 10.68 | 8.78 | 7.04 | 5.09 | 6.20 | 11.38 | 9.23 | 0.92 | 0.63 | 0.37 | 0.56 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 12/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSLX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INSTITUTIONAL CLASS) |
0.40%
Aug 2008 - Aug 2011 |
3.11%
Jan 2008 - Jan 2013 |
7.99%
May 2008 - May 2018 |
8.24%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSLX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INSTITUTIONAL CLASS) |
24.62%
Feb 2009 - Feb 2012 |
22.63%
Feb 2009 - Feb 2014 |
15.39%
Feb 2009 - Feb 2019 |
14.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart