Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGDCX (NEUBERGER BERMAN GUARDIAN FUND CLASS C) | 3.08% | 22.08% | 20.50% | 10.07% | 13.36% | 11.75% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGDCX (NEUBERGER BERMAN GUARDIAN FUND CLASS C) | 06/05/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.45 | 22.08 | 20.50 | 10.07 | 13.36 | 11.75 | NA | … | … | 3.08 | 21.81 | 22.62 | 34.70 | -24.75 | 13.21 | 23.69 | 35.41 | -8.00 | 24.03 | 8.27 | -5.82 | 8.19 | 37.53 | 11.79 | -3.86 | 18.53 | 16.47 |
| Sharpe Ratio | NA | 1.89 | 1.15 | 0.42 | 0.64 | NA | NA | … | … | 0.97 | 0.91 | 1.26 | 2.31 | -0.97 | 0.71 | 0.71 | 2.76 | -0.55 | 3.40 | 0.63 | -0.39 | 0.70 | 3.17 | 0.87 | -0.16 | 1.05 | 1.75 |
| Standard Deviation(%) | NA | 13.81 | 16.68 | 19.65 | 19.18 | NA | NA | … | … | 15.30 | 20.79 | 15.04 | 13.57 | 27.18 | 18.63 | 33.08 | 12.29 | 17.01 | 6.91 | 12.75 | 14.98 | 11.63 | 11.84 | 13.57 | 24.46 | 17.57 | 17.29 |
| Draw Down(%) | NA | 14.52 | 21.05 | 36.49 | 36.49 | NA | NA | … | … | 12.85 | 21.05 | 9.50 | 8.52 | 28.40 | 15.00 | 32.09 | 7.26 | 22.56 | 2.30 | 10.55 | 13.81 | 8.47 | 5.25 | 10.77 | 22.63 | 13.29 | 8.39 |
| Yield(%) | 0.00 | 13.14 | 9.89 | 6.11 | 10.40 | 10.02 | 10.77 | … | … | 0.00 | 13.51 | 7.43 | 5.58 | 4.87 | 0.00 | 0.00 | 7.55 | 11.77 | 9.58 | 15.49 | 12.39 | 16.21 | 13.95 | 4.12 | 0.36 | 0.22 | 0.52 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NGDCX (NEUBERGER BERMAN GUARDIAN FUND CLASS C) |
1.49%
Sep 2020 – Sep 2023 |
4.71%
Dec 2013 – Dec 2018 |
8.44%
Oct 2013 – Oct 2023 |
10.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGDCX (NEUBERGER BERMAN GUARDIAN FUND CLASS C) |
26.72%
Oct 2022 – Oct 2025 |
20.23%
Oct 2016 – Oct 2021 |
15.38%
Sep 2011 – Sep 2021 |
12.68%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart