Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGDLX (NEUBERGER BERMAN GUARDIAN FUND INSTITUTIONAL CLASS) | 3.60% | 15.22% | 19.05% | 9.74% | 13.80% | 12.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGDLX (NEUBERGER BERMAN GUARDIAN FUND INSTITUTIONAL CLASS) | 06/04/2009 | 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 (%) | -3.42 | 15.22 | 19.05 | 9.74 | 13.80 | 12.46 | NA | … | … | 3.60 | 14.56 | 24.00 | 36.00 | -23.93 | 14.90 | 25.27 | 36.93 | -7.35 | 25.49 | 9.49 | -4.77 | 9.34 | 39.21 | 13.01 | -2.74 | 19.78 | 16.99 |
| Sharpe Ratio | NA | 1.38 | 1.04 | 0.40 | 0.66 | NA | NA | … | … | 1.06 | 0.57 | 1.36 | 2.15 | -0.94 | 0.81 | 0.75 | 2.88 | -0.52 | 3.60 | 0.73 | -0.32 | 0.81 | 3.31 | 0.96 | -0.11 | 1.12 | 1.80 |
| Standard Deviation(%) | NA | 13.37 | 17.02 | 19.72 | 19.23 | NA | NA | … | … | 15.31 | 20.46 | 15.02 | 15.20 | 27.00 | 18.40 | 33.13 | 12.32 | 16.99 | 6.94 | 12.76 | 14.94 | 11.57 | 11.84 | 13.60 | 24.52 | 17.55 | 17.22 |
| Draw Down(%) | NA | 14.10 | 20.86 | 35.47 | 35.47 | NA | NA | … | … | 12.65 | 20.86 | 9.41 | 8.25 | 27.59 | 14.60 | 31.99 | 7.14 | 22.31 | 2.22 | 10.41 | 13.41 | 8.43 | 5.16 | 10.59 | 22.22 | 13.13 | 8.36 |
| Yield(%) | 0.00 | 12.28 | 9.64 | 6.12 | 8.70 | 9.35 | 10.24 | … | … | 0.00 | 12.65 | 7.19 | 5.89 | 4.71 | 0.28 | 0.41 | 8.21 | 9.51 | 8.17 | 13.04 | 10.98 | 14.65 | 12.92 | 4.64 | 0.86 | 0.59 | 0.64 |
Data as of 06/05/2026, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGDLX (NEUBERGER BERMAN GUARDIAN FUND INSTITUTIONAL CLASS) |
2.64%
Sep 2020 – Sep 2023 |
5.80%
Dec 2013 – Dec 2018 |
9.63%
Oct 2013 – Oct 2023 |
11.34%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGDLX (NEUBERGER BERMAN GUARDIAN FUND INSTITUTIONAL CLASS) |
25.74%
Sep 2022 – Sep 2025 |
21.54%
Oct 2016 – Oct 2021 |
16.66%
Sep 2011 – Sep 2021 |
13.94%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart