Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBSTX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND TRUST CLASS) | 1.25% | 12.34% | 20.17% | 16.16% | 11.35% | 12.35% | 9.68% | 8.38% |
Data as of 06/20/2025, AR inception is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBSTX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND TRUST CLASS) | 12/29/1997 | 06/20/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 12.34 | 20.17 | 16.16 | 11.35 | 12.35 | 9.68 | 8.38 | 1.25 | 27.97 | 27.76 | -17.93 | 23.05 | 19.18 | 25.71 | -6.14 | 18.45 | 9.87 | -0.69 | 10.18 | 38.08 | 10.80 | -3.05 | 22.56 | 30.34 | -38.90 | 7.31 | 13.16 | 7.45 | 13.34 | 34.15 | -14.68 | -11.50 | -0.63 | 4.88 | 13.87 | 1.80 |
| Sharpe Ratio | NA | 0.52 | 0.87 | 0.75 | 0.53 | NA | NA | 0.35 | -0.02 | 1.98 | 1.27 | -0.71 | 1.83 | 0.55 | 1.97 | -0.48 | 2.49 | 0.68 | -0.05 | 0.90 | 3.32 | 0.79 | -0.13 | 1.27 | 1.08 | -0.95 | 0.30 | 0.90 | 0.52 | 1.07 | 2.27 | -0.65 | -0.70 | -0.25 | 0.10 | 0.54 | 173.38 |
| Standard Deviation(%) | NA | 17.57 | 20.21 | 18.91 | 18.99 | NA | NA | 19.36 | 21.13 | 12.31 | 19.18 | 27.53 | 12.61 | 34.06 | 12.32 | 15.66 | 7.17 | 14.13 | 14.79 | 11.31 | 11.47 | 13.75 | 24.55 | 17.68 | 27.88 | 41.67 | 13.83 | 10.93 | 10.02 | 11.53 | 14.73 | 24.33 | 20.39 | 19.15 | 15.42 | 19.26 | 4.83 |
| Draw Down(%) | NA | 16.31 | 17.19 | 25.84 | 34.10 | NA | NA | 53.84 | 16.31 | 7.51 | 8.95 | 25.66 | 5.29 | 34.10 | 6.66 | 19.24 | 2.72 | 11.34 | 11.58 | 7.64 | 4.94 | 11.75 | 22.94 | 12.86 | 23.46 | 48.27 | 9.86 | 10.07 | 7.56 | 8.70 | 8.57 | 28.01 | 22.35 | 12.34 | 17.44 | 24.19 | 0.00 |
| Yield(%) | 0.00 | 6.18 | 9.22 | 9.87 | 13.58 | 16.13 | 12.64 | 12.38 | 0.00 | 7.17 | 11.08 | 7.42 | 11.45 | 6.65 | 10.30 | 8.34 | 11.59 | 8.25 | 9.70 | 16.95 | 13.01 | 0.95 | 0.60 | 0.19 | 0.45 | 1.38 | 3.88 | 0.08 | 3.63 | 2.56 | 5.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.09 |
Data as of 06/20/2025, AR inception is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSTX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND TRUST CLASS) |
-13.94%
Feb 2006 - Feb 2009 |
-5.08%
Feb 2004 - Feb 2009 |
-1.54%
Feb 1999 - Feb 2009 |
4.33%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSTX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND TRUST CLASS) |
24.19%
Feb 2009 - Feb 2012 |
22.21%
Feb 2009 - Feb 2014 |
14.98%
Feb 2009 - Feb 2019 |
14.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart