Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEQAX (Neuberger Berman U.S. Equity Impact Fund Class A) | -25.46% | -20.68% | 1.12% | NA | NA | NA | NA | … | … |
Data as of 02/24/2026, Common starting date is 03/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEQAX (Neuberger Berman U.S. Equity Impact Fund Class A) | 03/24/2021 | 02/24/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.68 | 1.12 | NA | NA | NA | NA | … | … | -25.46 | 8.65 | 16.34 | 14.60 | -17.92 | 12.29 |
| Sharpe Ratio | NA | -0.64 | -0.10 | NA | NA | NA | NA | … | … | -1.03 | 0.34 | 0.93 | 0.76 | -0.80 | 1.22 |
| Standard Deviation(%) | NA | 36.47 | 23.44 | NA | NA | NA | NA | … | … | 86.16 | 17.10 | 12.02 | 13.76 | 24.18 | 13.20 |
| Draw Down(%) | NA | 27.83 | 27.83 | NA | NA | NA | NA | … | … | 27.83 | 16.81 | 7.46 | 14.60 | 27.77 | 8.52 |
| Yield(%) | 0.00 | 0.00 | 0.03 | 0.06 | 0.03 | 0.02 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.11 | 0.10 | 0.07 |
Data as of 02/24/2026, Common starting date is 03/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEQAX (Neuberger Berman U.S. Equity Impact Fund Class A) |
2.65%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEQAX (Neuberger Berman U.S. Equity Impact Fund Class A) |
17.22%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart