Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEQIX (Neuberger Berman U.S. Equity Impact Fund Institutional Class) | 3.10% | 10.40% | 13.15% | 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 |
|---|---|---|
| NEQIX (Neuberger Berman U.S. Equity Impact Fund Institutional Class) | 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 | 10.40 | 13.15 | NA | NA | NA | NA | … | … | 3.10 | 8.05 | 16.78 | 15.03 | -17.71 | 12.64 |
| Sharpe Ratio | NA | 0.46 | 0.70 | NA | NA | NA | NA | … | … | 2.33 | 0.31 | 1.10 | 0.83 | -0.80 | 1.26 |
| Standard Deviation(%) | NA | 16.68 | 14.05 | NA | NA | NA | NA | … | … | 8.86 | 16.97 | 12.00 | 13.83 | 24.06 | 13.15 |
| Draw Down(%) | NA | 14.24 | 19.49 | NA | NA | NA | NA | … | … | 1.94 | 16.68 | 7.34 | 14.49 | 27.51 | 8.38 |
| Yield(%) | 0.00 | 30.53 | 13.50 | 7.78 | 3.89 | 2.59 | 1.95 | … | … | 27.96 | 0.55 | 0.26 | 0.37 | 0.12 | 0.11 |
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 |
|---|---|---|---|---|
| NEQIX (Neuberger Berman U.S. Equity Impact Fund Institutional Class) |
3.02%
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 |
|---|---|---|---|---|
| NEQIX (Neuberger Berman U.S. Equity Impact Fund Institutional Class) |
17.57%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart