Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEQCX (Neuberger Berman U.S. Equity Impact Fund Class C) | -26.36% | -22.18% | -0.04% | 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 |
|---|---|---|
| NEQCX (Neuberger Berman U.S. Equity Impact Fund Class C) | 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 | -22.18 | -0.04 | NA | NA | NA | NA | … | … | -26.36 | 7.94 | 15.37 | 13.79 | -18.61 | 11.68 |
| Sharpe Ratio | NA | -0.67 | -0.14 | NA | NA | NA | NA | … | … | -1.01 | 0.30 | 0.85 | 0.70 | -0.83 | 1.15 |
| Standard Deviation(%) | NA | 37.54 | 23.98 | NA | NA | NA | NA | … | … | 89.33 | 17.10 | 11.96 | 13.77 | 24.08 | 13.24 |
| Draw Down(%) | NA | 28.65 | 28.65 | NA | NA | NA | NA | … | … | 28.65 | 16.87 | 7.50 | 14.75 | 28.19 | 8.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| NEQCX (Neuberger Berman U.S. Equity Impact Fund Class C) |
1.89%
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 |
|---|---|---|---|---|
| NEQCX (Neuberger Berman U.S. Equity Impact Fund Class C) |
16.30%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart