Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGRIX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND INSTITUTIONAL CLASS) | NA | 1.47% | -2.39% | 1.94% | NA | NA | NA | … | … |
Data as of 10/13/2023, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGRIX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND INSTITUTIONAL CLASS) | 01/02/2015 | 10/13/2023 |
| 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 (%) | 0.94 | 1.47 | -2.39 | 1.94 | NA | NA | NA | … | … | -8.62 | -24.04 | 28.14 | -2.81 | 26.58 | -4.30 | 14.13 | 3.26 | 0.40 |
| Sharpe Ratio | NA | -0.13 | -0.23 | 0.03 | NA | NA | NA | … | … | -1.01 | -1.14 | 2.43 | -0.09 | 2.71 | -0.47 | 1.88 | 0.21 | 0.03 |
| Standard Deviation(%) | NA | 18.77 | 16.93 | 20.05 | NA | NA | NA | … | … | 15.05 | 22.37 | 11.59 | 32.54 | 9.31 | 11.84 | 7.21 | 14.65 | 14.15 |
| Draw Down(%) | NA | 20.44 | 32.94 | 37.65 | NA | NA | NA | … | … | 20.44 | 32.94 | 7.46 | 37.65 | 3.80 | 9.14 | 4.03 | 12.36 | 13.35 |
| Yield(%) | 0.00 | 7.51 | 5.66 | 5.56 | 3.88 | 2.59 | 1.94 | … | … | 2.20 | 5.06 | 8.54 | 1.44 | 5.79 | 3.52 | 2.97 | 3.95 | 2.01 |
Data as of 10/13/2023, 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 |
|---|---|---|---|---|
| NGRIX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND INSTITUTIONAL CLASS) |
-3.30%
Oct 2019 – Oct 2022 |
1.00%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGRIX (NEUBERGER BERMAN GLOBAL REAL ESTATE FUND INSTITUTIONAL CLASS) |
16.38%
Dec 2018 – Dec 2021 |
11.48%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart