Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGLCX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS C) | NA | -798,708.53% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGLCX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS C) | 05/03/2011 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -798,708.53 | nan | nan | nan | NA | NA | … | … | 3.19 | -14.76 | -1.07 | 8.04 | 17.27 | -9.59 | 16.62 | 3.03 | -6.05 | -2.06 | 13.97 | 10.62 | -2.65 |
| Sharpe Ratio | NA | -0.60 | 0.08 | 0.12 | 0.27 | NA | NA | … | … | 4.19 | -1.12 | -0.08 | 0.38 | 2.15 | -1.08 | 3.49 | 0.27 | -0.58 | -0.32 | 1.66 | 1.01 | -0.26 |
| Standard Deviation(%) | NA | 14.17 | 15.16 | 12.94 | 10.94 | NA | NA | … | … | 5.71 | 14.51 | 14.52 | 20.58 | 7.39 | 10.10 | 4.60 | 10.34 | 10.40 | 6.50 | 8.38 | 10.54 | 15.08 |
| Draw Down(%) | NA | 17.45 | 28.94 | 28.94 | 28.94 | NA | NA | … | … | 0.49 | 21.01 | 13.13 | 28.94 | 4.57 | 16.43 | 1.54 | 7.98 | 12.62 | 7.89 | 8.13 | 9.30 | 10.57 |
| Yield(%) | 100.01 | 91.84 | 35.39 | 22.42 | 13.59 | 9.64 | 7.23 | … | … | 102.39 | 0.51 | 13.76 | 0.99 | 2.41 | 3.46 | 4.82 | 0.00 | 0.20 | 1.69 | 8.38 | 0.46 | 8.09 |
Data as of 02/17/2023, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLCX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS C) |
-1.86%
Nov 2013 – Nov 2016 |
-0.76%
Mar 2015 – Mar 2020 |
2.86%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLCX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS C) |
12.65%
Dec 2018 – Dec 2021 |
8.55%
Dec 2016 – Dec 2021 |
6.06%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart