Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) | 7.47% | 7.32% | 17.98% | 11.15% | 12.04% | 12.82% | 9.72% | 8.27% |
Data as of 07/10/2025, AR inception is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) | 01/30/1980 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 7.32 | 17.98 | 11.15 | 12.04 | 12.82 | 9.72 | 8.27 | 7.47 | 17.02 | 36.50 | -24.02 | 14.72 | 25.05 | 36.69 | -7.16 | 25.28 | 9.21 | -4.94 | 9.22 | 39.04 | 12.79 | -2.93 | 19.74 | 30.21 | -38.31 | 7.50 | 13.47 | 8.63 | 16.06 | 35.14 | -25.75 | -1.84 | -2.21 | 8.36 | 2.30 | 18.01 | 17.92 | 32.15 | 0.60 | 14.45 | 14.76 | 27.25 | -7.37 | 12.73 | 17.85 | -10.94 | 1.57 | 3.67 | 1.67 | 14.83 | 21.22 | -13.75 | 1.16 |
| Sharpe Ratio | NA | 0.25 | 0.76 | 0.47 | 0.55 | NA | NA | 0.29 | 0.48 | 0.67 | 2.16 | -0.94 | 0.80 | 0.75 | 2.85 | -0.50 | 3.56 | 0.70 | -0.33 | 0.79 | 3.29 | 0.94 | -0.12 | 1.11 | 1.08 | -0.93 | 0.33 | 0.94 | 0.63 | 1.33 | 2.26 | -1.06 | -0.21 | -0.31 | 0.29 | -0.04 | 0.79 | 1.24 | 3.04 | -0.24 | 1.45 | 1.19 | 1.59 | -0.85 | 0.64 | 0.87 | -0.52 | -0.19 | -0.08 | -0.40 | 0.67 | 0.92 | -1.69 | -0.29 |
| Standard Deviation(%) | NA | 22.51 | 20.07 | 20.42 | 19.46 | NA | NA | 18.27 | 26.42 | 15.59 | 15.05 | 27.06 | 18.39 | 33.02 | 12.36 | 16.99 | 6.96 | 12.77 | 14.93 | 11.60 | 11.86 | 13.63 | 24.48 | 17.63 | 27.96 | 42.13 | 13.79 | 10.87 | 10.21 | 11.36 | 15.25 | 25.45 | 19.80 | 20.32 | 17.64 | 24.82 | 18.15 | 11.52 | 9.31 | 9.81 | 8.49 | 10.29 | 14.70 | 14.79 | 10.97 | 15.13 | 28.82 | 13.47 | 19.07 | 12.65 | 12.99 | 14.86 | 14.05 | 23.49 |
| Draw Down(%) | NA | 23.82 | 23.82 | 35.57 | 35.57 | NA | NA | 53.59 | 20.89 | 9.43 | 8.28 | 27.69 | 14.64 | 31.99 | 7.20 | 22.35 | 2.29 | 10.42 | 13.44 | 8.35 | 5.17 | 10.66 | 22.26 | 13.05 | 24.08 | 48.00 | 9.81 | 9.93 | 7.49 | 7.78 | 10.42 | 36.53 | 23.22 | 15.48 | 19.64 | 38.87 | 13.43 | 12.03 | 4.95 | 8.60 | 4.45 | 4.81 | 6.57 | 21.71 | 14.14 | 12.33 | 39.30 | 13.64 | 16.72 | 14.54 | 12.35 | 13.35 | 17.13 | 21.56 |
| Yield(%) | 0.00 | 0.08 | 3.76 | 2.39 | 5.76 | 8.55 | 6.31 | 3.67 | 0.00 | 0.09 | 5.87 | 4.71 | 0.12 | 0.25 | 7.97 | 9.34 | 7.99 | 12.84 | 10.84 | 14.49 | 12.72 | 4.44 | 0.68 | 0.59 | 0.62 | 7.73 | 12.61 | 7.64 | 0.90 | 0.34 | 0.37 | 0.77 | 0.83 | 17.71 | 25.16 | 15.53 | 16.47 | 6.52 | 5.73 | 2.60 | 1.39 | 2.05 | 3.41 | 1.29 | 4.26 | 4.77 | 4.89 | 5.11 | 1.54 | 1.25 | 1.45 | 1.86 | 1.69 | 1.25 |
Data as of 07/10/2025, AR inception is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) |
-13.79%
Feb 2006 - Feb 2009 |
-7.30%
Mar 1998 - Mar 2003 |
-1.56%
Feb 1999 - Feb 2009 |
2.94%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) |
25.38%
Sep 1994 - Sep 1997 |
22.14%
Feb 2009 - Feb 2014 |
16.50%
Sep 2011 - Sep 2021 |
14.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart