Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGLIX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) | NA | 1,016,322.16% | 2,177.77% | 563.88% | 164.74% | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGLIX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) | 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 | 1,016,322.16 | 2,177.77 | 563.88 | 164.74 | NA | NA | … | … | 3.63 | -12.51 | -0.87 | 9.22 | 18.54 | -8.57 | 17.99 | 4.20 | -5.13 | -0.94 | 15.31 | 11.80 | -1.94 |
| Sharpe Ratio | NA | -0.40 | 0.20 | 0.23 | 0.39 | NA | NA | … | … | 4.71 | -0.95 | -0.06 | 0.43 | 2.31 | -0.98 | 3.75 | 0.39 | -0.50 | -0.15 | 1.83 | 1.14 | -0.19 |
| Standard Deviation(%) | NA | 14.36 | 15.22 | 12.99 | 10.95 | NA | NA | … | … | 5.96 | 14.69 | 15.36 | 20.58 | 7.42 | 10.12 | 4.65 | 10.18 | 10.34 | 6.49 | 8.36 | 10.42 | 15.14 |
| Draw Down(%) | NA | 16.97 | 28.86 | 28.86 | 28.86 | NA | NA | … | … | 0.57 | 20.37 | 13.85 | 28.86 | 4.49 | 15.59 | 1.47 | 7.89 | 12.23 | 7.51 | 8.11 | 9.12 | 10.22 |
| Yield(%) | 99.99 | 92.82 | 36.52 | 23.53 | 14.83 | 10.62 | 7.97 | … | … | 102.51 | 1.78 | 14.83 | 1.94 | 3.64 | 4.54 | 6.07 | 0.46 | 0.20 | 2.51 | 9.35 | 1.60 | 8.48 |
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 |
|---|---|---|---|---|
| NGLIX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) |
-0.78%
Nov 2013 – Nov 2016 |
0.34%
Mar 2015 – Mar 2020 |
4.01%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLIX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) |
13.90%
Dec 2018 – Dec 2021 |
9.77%
Dec 2016 – Dec 2021 |
7.24%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart