Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGDAX (NEUBERGER BERMAN GUARDIAN FUND CLASS A) | 5.93% | 19.18% | 19.90% | 10.28% | 14.53% | 12.68% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGDAX (NEUBERGER BERMAN GUARDIAN FUND CLASS A) | 06/05/2009 | 06/03/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 19.18 | 19.90 | 10.28 | 14.53 | 12.68 | NA | … | … | 5.93 | 15.42 | 23.54 | 35.68 | -24.19 | 14.41 | 24.71 | 44.26 | -7.33 | 25.03 | 9.11 | -5.16 | 8.88 | 38.76 | 12.64 | -3.16 | 19.33 | 17.05 |
| Sharpe Ratio | NA | 1.48 | 1.07 | 0.40 | 0.68 | NA | NA | … | … | 1.03 | 0.62 | 1.33 | 2.39 | -0.95 | 0.78 | 0.74 | 3.23 | -0.52 | 3.50 | 0.70 | -0.35 | 0.76 | 3.27 | 0.93 | -0.13 | 1.09 | 1.81 |
| Standard Deviation(%) | NA | 13.18 | 16.50 | 19.49 | 19.16 | NA | NA | … | … | 15.26 | 20.39 | 14.99 | 13.53 | 27.05 | 18.49 | 33.09 | 13.26 | 16.94 | 7.00 | 12.78 | 15.04 | 11.66 | 11.83 | 13.63 | 24.57 | 17.63 | 17.32 |
| Draw Down(%) | NA | 14.24 | 20.94 | 35.73 | 35.73 | NA | NA | … | … | 12.71 | 20.94 | 9.42 | 8.30 | 27.80 | 14.69 | 31.98 | 7.20 | 22.38 | 2.30 | 10.42 | 13.58 | 8.49 | 5.14 | 10.60 | 22.36 | 13.20 | 8.41 |
| Yield(%) | 0.00 | 12.44 | 9.52 | 6.05 | 13.71 | 12.03 | 13.19 | … | … | 0.00 | 12.76 | 7.09 | 5.49 | 4.73 | 0.02 | 0.16 | 13.71 | 15.56 | 12.69 | 19.43 | 15.30 | 19.56 | 16.55 | 5.63 | 0.95 | 0.54 | 0.81 |
Data as of 06/03/2026, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGDAX (NEUBERGER BERMAN GUARDIAN FUND CLASS A) |
2.37%
Sep 2020 – Sep 2023 |
5.47%
Dec 2013 – Dec 2018 |
9.90%
Oct 2013 – Oct 2023 |
11.45%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGDAX (NEUBERGER BERMAN GUARDIAN FUND CLASS A) |
27.32%
Oct 2018 – Oct 2021 |
22.54%
Oct 2016 – Oct 2021 |
16.91%
Sep 2011 – Sep 2021 |
13.98%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart