Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGRAX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND CLASS A) | NA | -3.20% | 1.71% | 2.55% | NA | NA | NA | … | … |
Data as of 06/14/2023, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGRAX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND CLASS A) | 01/02/2015 | 06/14/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.20 | 1.71 | 2.55 | NA | NA | NA | … | … | -0.68 | -23.99 | 19.60 | -3.18 | 21.24 | -6.76 | 13.72 | 2.82 | 0.06 |
| Sharpe Ratio | NA | -0.32 | 0.05 | 0.07 | NA | NA | NA | … | … | -0.43 | -1.13 | 1.58 | -0.10 | 2.08 | -0.66 | 1.83 | 0.18 | 0.00 |
| Standard Deviation(%) | NA | 20.39 | 17.03 | 19.77 | NA | NA | NA | … | … | 14.58 | 22.44 | 12.41 | 32.45 | 9.59 | 12.32 | 7.20 | 14.68 | 14.13 |
| Draw Down(%) | NA | 24.27 | 32.86 | 37.63 | NA | NA | NA | … | … | 13.61 | 32.86 | 7.88 | 37.63 | 5.46 | 11.10 | 3.94 | 12.45 | 13.59 |
| Yield(%) | 0.00 | 6.37 | 5.64 | 5.02 | 3.50 | 2.33 | 1.75 | … | … | 0.64 | 4.87 | 8.74 | 1.20 | 5.41 | 3.17 | 2.58 | 3.50 | 1.67 |
Data as of 06/14/2023, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGRAX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND CLASS A) |
-3.39%
Oct 2019 – Oct 2022 |
1.48%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGRAX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND CLASS A) |
16.10%
Dec 2018 – Dec 2021 |
11.15%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart