Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGDRX (NEUBERGER BERMAN GUARDIAN FUND CLASS R3) | 6.24% | 17.37% | 19.24% | 10.28% | 13.76% | 12.20% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGDRX (NEUBERGER BERMAN GUARDIAN FUND CLASS R3) | 06/05/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 17.37 | 19.24 | 10.28 | 13.76 | 12.20 | NA | … | … | 6.24 | 13.82 | 22.93 | 39.79 | -24.37 | 13.96 | 24.31 | 35.98 | -7.60 | 24.73 | 8.77 | -5.44 | 8.75 | 38.29 | 12.33 | -3.34 | 19.07 | 16.84 |
| Sharpe Ratio | NA | 1.33 | 0.99 | 0.40 | 0.64 | NA | NA | … | … | 1.01 | 0.54 | 1.29 | 2.32 | -0.95 | 0.75 | 0.72 | 2.80 | -0.53 | 3.50 | 0.67 | -0.36 | 0.75 | 3.24 | 0.91 | -0.14 | 1.08 | 1.80 |
| Standard Deviation(%) | NA | 13.36 | 16.94 | 19.86 | 19.29 | NA | NA | … | … | 15.26 | 20.46 | 15.01 | 15.73 | 27.14 | 18.50 | 33.13 | 12.32 | 16.99 | 6.92 | 12.77 | 14.98 | 11.59 | 11.82 | 13.62 | 24.51 | 17.55 | 17.25 |
| Draw Down(%) | NA | 14.34 | 20.95 | 35.97 | 35.97 | NA | NA | … | … | 12.76 | 20.95 | 9.44 | 8.42 | 27.99 | 14.80 | 32.04 | 7.22 | 22.44 | 2.29 | 10.44 | 13.64 | 8.38 | 5.22 | 10.76 | 22.45 | 13.24 | 8.49 |
| Yield(%) | 0.00 | 12.23 | 9.33 | 6.02 | 10.18 | 10.10 | 10.95 | … | … | 0.00 | 12.60 | 6.97 | 5.45 | 4.78 | 0.00 | 0.06 | 7.60 | 11.52 | 9.46 | 15.26 | 12.40 | 16.44 | 14.27 | 3.75 | 0.84 | 0.44 | 0.57 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NGDRX (NEUBERGER BERMAN GUARDIAN FUND CLASS R3) |
2.32%
Dec 2019 – Dec 2022 |
5.21%
Dec 2013 – Dec 2018 |
9.31%
Oct 2013 – Oct 2023 |
10.87%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGDRX (NEUBERGER BERMAN GUARDIAN FUND CLASS R3) |
26.29%
Sep 2022 – Sep 2025 |
20.79%
Oct 2016 – Oct 2021 |
15.93%
Sep 2011 – Sep 2021 |
13.47%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart