Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) | 13.47% | 30.35% | 25.39% | 21.53% | 18.93% | 15.92% | 12.79% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) | 12/29/1994 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.99 | 30.35 | 25.39 | 21.53 | 18.93 | 15.92 | 12.79 | … | … | 13.47 | 17.37 | 28.23 | 28.01 | -0.13 | 37.19 | 26.60 | 25.95 | -6.00 | 18.41 | 10.09 | -0.49 | 10.43 | 38.29 | 10.95 | -2.90 | 22.79 | 30.61 | -38.76 | 7.49 | 13.39 | 7.72 | 13.56 | 34.48 | -14.45 | -2.57 | -0.44 | 7.04 | 15.01 | 24.41 | 18.50 | 35.72 | 0.42 |
| Sharpe Ratio | NA | 1.94 | 1.34 | 1.00 | 0.91 | NA | NA | … | … | 1.97 | 0.85 | 1.99 | 1.27 | -0.06 | 2.36 | 0.76 | 1.99 | -0.47 | 2.49 | 0.70 | -0.04 | 0.92 | 3.33 | 0.80 | -0.12 | 1.28 | 1.09 | -0.95 | 0.31 | 0.91 | 0.54 | 1.08 | 2.30 | -0.64 | -0.28 | -0.24 | 0.24 | 0.60 | 1.34 | 1.40 | 3.83 | NA |
| Standard Deviation(%) | NA | 13.11 | 16.42 | 18.66 | 18.85 | NA | NA | … | … | 13.98 | 17.15 | 12.38 | 19.32 | 25.96 | 15.75 | 34.48 | 12.33 | 15.63 | 7.17 | 14.12 | 14.76 | 11.32 | 11.50 | 13.72 | 24.48 | 17.67 | 27.97 | 41.69 | 13.83 | 10.95 | 10.03 | 11.60 | 14.69 | 24.36 | 18.10 | 19.14 | 15.47 | 19.32 | 15.36 | 10.49 | 8.29 | 0.00 |
| Draw Down(%) | NA | 10.03 | 16.28 | 25.39 | 34.07 | NA | NA | … | … | 10.03 | 16.28 | 7.51 | 9.03 | 25.22 | 5.27 | 34.07 | 6.62 | 19.19 | 2.73 | 11.31 | 11.54 | 7.60 | 4.92 | 11.74 | 22.86 | 12.85 | 23.40 | 48.21 | 9.85 | 10.04 | 7.54 | 8.66 | 8.54 | 27.88 | 22.26 | 12.26 | 17.42 | 24.24 | 9.44 | 9.57 | 2.93 | 0.00 |
| Yield(%) | 0.00 | 2.64 | 6.98 | 11.79 | 13.07 | 13.14 | 11.49 | … | … | 0.00 | 2.70 | 7.18 | 11.22 | 22.34 | 22.85 | 13.09 | 10.50 | 8.51 | 6.83 | 4.86 | 6.00 | 11.18 | 9.04 | 0.73 | 0.46 | 0.16 | 0.37 | 1.30 | 3.85 | 0.17 | 4.04 | 2.74 | 5.82 | 0.19 | 8.91 | 0.00 | 4.47 | 5.22 | 2.90 | 3.44 | 0.21 | 0.21 |
Data as of 06/04/2026, Common starting date is 12/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) |
-13.75%
Feb 2006 – Feb 2009 |
-4.87%
Feb 2004 – Feb 2009 |
-0.20%
Feb 1999 – Feb 2009 |
4.90%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) |
34.08%
Sep 2022 – Sep 2025 |
28.64%
Mar 2020 – Mar 2025 |
18.78%
Jan 2016 – Jan 2026 |
17.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart