Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NINAX (NEUBERGER BERMAN INTRINSIC VALUE FUND CLASS A) | 22.62% | 55.11% | 19.18% | 5.97% | 11.22% | 10.06% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/14/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NINAX (NEUBERGER BERMAN INTRINSIC VALUE FUND CLASS A) | 05/14/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 55.11 | 19.18 | 5.97 | 11.22 | 10.06 | NA | … | … | 22.62 | 17.77 | 7.18 | 13.52 | -20.35 | 18.05 | 24.47 | 24.50 | -10.84 | 16.26 | 11.72 | -2.29 | 5.02 | 39.18 | 18.31 | -12.72 | 15.63 |
| Sharpe Ratio | NA | 2.74 | 0.78 | 0.17 | 0.42 | NA | NA | … | … | 2.92 | 0.60 | 0.19 | 0.54 | -0.81 | 0.84 | 0.56 | 1.34 | -0.67 | 1.29 | 0.64 | -0.14 | 0.32 | 2.83 | 1.07 | -0.40 | 1.15 |
| Standard Deviation(%) | NA | 20.21 | 21.06 | 22.19 | 23.41 | NA | NA | … | … | 21.40 | 24.94 | 18.63 | 18.26 | 27.11 | 21.34 | 43.10 | 17.24 | 18.39 | 12.11 | 17.99 | 16.15 | 15.81 | 13.82 | 17.14 | 32.15 | 22.32 |
| Draw Down(%) | NA | 9.40 | 26.56 | 33.44 | 44.40 | NA | NA | … | … | 9.40 | 25.57 | 10.78 | 16.56 | 28.01 | 13.77 | 44.40 | 13.11 | 26.33 | 6.41 | 14.43 | 17.96 | 15.11 | 7.27 | 13.85 | 33.69 | 12.69 |
| Yield(%) | 0.00 | 5.26 | 2.35 | 1.63 | 3.99 | 4.72 | 4.30 | … | … | 0.00 | 4.88 | 1.01 | 0.29 | 2.90 | 0.00 | 0.00 | 3.43 | 11.62 | 5.86 | 1.64 | 4.97 | 5.64 | 4.97 | 1.89 | 9.12 | 4.09 |
Data as of 06/03/2026, Common starting date is 05/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NINAX (NEUBERGER BERMAN INTRINSIC VALUE FUND CLASS A) |
-5.21%
Mar 2017 – Mar 2020 |
-1.52%
Mar 2015 – Mar 2020 |
5.09%
Apr 2015 – Apr 2025 |
8.26%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NINAX (NEUBERGER BERMAN INTRINSIC VALUE FUND CLASS A) |
22.30%
Dec 2018 – Dec 2021 |
17.55%
Jun 2016 – Jun 2021 |
14.85%
Sep 2011 – Sep 2021 |
10.06%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart