Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFAAX (NEUBERGER BERMAN FOCUS FUND CLASS A) | 3.99% | 19.14% | 19.16% | 3.31% | 8.19% | 9.32% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFAAX (NEUBERGER BERMAN FOCUS FUND CLASS A) | 06/22/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 19.14 | 19.16 | 3.31 | 8.19 | 9.32 | NA | … | … | 3.99 | 22.21 | 21.36 | 23.54 | -31.91 | -0.10 | 17.62 | 28.28 | -9.24 | 19.21 | 6.78 | -0.17 | 10.12 | 35.13 | 19.57 | -2.98 | 13.48 |
| Sharpe Ratio | NA | 1.19 | 1.03 | 0.04 | 0.32 | NA | NA | … | … | 0.42 | 1.04 | 1.33 | 1.66 | -1.18 | 0.00 | 0.50 | 2.09 | -0.65 | 2.35 | 0.42 | -0.01 | 0.83 | 2.97 | 1.41 | -0.12 | 1.64 |
| Standard Deviation(%) | NA | 13.88 | 15.45 | 20.87 | 20.32 | NA | NA | … | … | 16.85 | 18.58 | 13.38 | 12.12 | 28.44 | 27.09 | 34.48 | 12.81 | 16.47 | 7.92 | 15.82 | 15.66 | 12.13 | 11.81 | 13.98 | 25.48 | 16.35 |
| Draw Down(%) | NA | 12.70 | 20.40 | 50.61 | 50.61 | NA | NA | … | … | 12.31 | 20.40 | 8.89 | 10.08 | 37.30 | 25.32 | 34.62 | 6.82 | 21.00 | 4.18 | 15.19 | 12.83 | 9.95 | 5.52 | 11.23 | 23.05 | 8.50 |
| Yield(%) | 0.00 | 10.13 | 4.95 | 2.07 | 8.34 | 9.93 | 8.62 | … | … | 0.00 | 10.77 | 0.10 | 0.48 | 0.00 | 0.00 | 0.00 | 14.06 | 13.73 | 15.40 | 15.47 | 7.73 | 23.24 | 17.31 | 1.04 | 0.84 | 0.85 |
Data as of 06/05/2026, Common starting date is 06/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFAAX (NEUBERGER BERMAN FOCUS FUND CLASS A) |
-7.85%
Sep 2020 – Sep 2023 |
-1.99%
Sep 2017 – Sep 2022 |
4.07%
Oct 2013 – Oct 2023 |
8.05%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFAAX (NEUBERGER BERMAN FOCUS FUND CLASS A) |
24.21%
Sep 2011 – Sep 2014 |
16.02%
Sep 2011 – Sep 2016 |
14.67%
Sep 2011 – Sep 2021 |
10.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart