Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFALX (NEUBERGER BERMAN FOCUS FUND INSTITUTIONAL CLASS) | 7.72% | 22.49% | 20.57% | 4.12% | 8.80% | 9.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFALX (NEUBERGER BERMAN FOCUS FUND INSTITUTIONAL CLASS) | 06/22/2010 | 06/04/2026 |
| 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 (%) | 0.95 | 22.49 | 20.57 | 4.12 | 8.80 | 9.87 | NA | … | … | 7.72 | 21.50 | 21.81 | 23.44 | -31.66 | 0.44 | 18.07 | 28.71 | -9.08 | 19.58 | 7.19 | 0.26 | 10.58 | 35.63 | 19.98 | -2.67 | 13.73 |
| Sharpe Ratio | NA | 1.52 | 1.11 | 0.07 | 0.35 | NA | NA | … | … | 0.91 | 1.00 | 1.36 | 1.64 | -1.16 | 0.02 | 0.51 | 2.13 | -0.64 | 2.39 | 0.44 | 0.01 | 0.87 | 3.00 | 1.44 | -0.11 | 1.67 |
| Standard Deviation(%) | NA | 13.63 | 15.41 | 20.85 | 20.32 | NA | NA | … | … | 16.37 | 18.72 | 13.38 | 12.15 | 28.51 | 27.01 | 34.53 | 12.78 | 16.51 | 7.94 | 15.82 | 15.64 | 12.10 | 11.86 | 13.98 | 25.49 | 16.30 |
| Draw Down(%) | NA | 12.55 | 20.37 | 50.38 | 50.38 | NA | NA | … | … | 12.22 | 20.37 | 8.85 | 9.96 | 37.12 | 25.18 | 34.60 | 6.80 | 20.91 | 4.15 | 15.15 | 12.72 | 9.94 | 5.51 | 11.18 | 22.97 | 8.48 |
| Yield(%) | 0.00 | 10.21 | 5.22 | 2.21 | 5.34 | 7.49 | 6.54 | … | … | 0.00 | 10.88 | 0.37 | 0.89 | 0.15 | 0.00 | 0.00 | 14.72 | 7.63 | 9.22 | 9.68 | 5.10 | 16.22 | 12.67 | 0.97 | 0.71 | 0.65 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NFALX (NEUBERGER BERMAN FOCUS FUND INSTITUTIONAL CLASS) |
-7.60%
Sep 2020 – Sep 2023 |
-1.66%
Sep 2017 – Sep 2022 |
4.40%
Oct 2013 – Oct 2023 |
8.35%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFALX (NEUBERGER BERMAN FOCUS FUND INSTITUTIONAL CLASS) |
24.65%
Sep 2011 – Sep 2014 |
16.45%
Sep 2011 – Sep 2016 |
15.08%
Sep 2011 – Sep 2021 |
10.66%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart