Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NFAAX (NEUBERGER BERMAN FOCUS FUND CLASS A) | 15.05% | 28.67% | 16.66% | 4.81% | 7.06% | 9.64% | NA | 9.68% |
Data as of 08/06/2025, AR inception is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFAAX (NEUBERGER BERMAN FOCUS FUND CLASS A) | 06/22/2010 | 08/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 28.67 | 16.66 | 4.81 | 7.06 | 9.64 | NA | 9.68 | 15.05 | 21.27 | 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 | 1.01 | 0.77 | 0.13 | 0.26 | NA | NA | 0.44 | 0.95 | 1.10 | 1.60 | -1.17 | 0.00 | 0.50 | 2.10 | -0.64 | 2.35 | 0.42 | -0.01 | 0.83 | 2.97 | 1.41 | -0.12 | 1.64 |
| Standard Deviation(%) | NA | 19.50 | 17.13 | 21.56 | 20.64 | NA | NA | 19.29 | 22.61 | 13.38 | 12.15 | 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 | 20.40 | 20.40 | 50.61 | 50.61 | NA | NA | 50.61 | 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 | 0.09 | 0.18 | 0.09 | 6.48 | 9.73 | 7.34 | 9.79 | 0.00 | 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 08/06/2025, AR inception 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 |
9.82%
Jul 2010 - Jul 2025 |
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 |
9.82%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison Chart