Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NINLX (NEUBERGER BERMAN INTRINSIC VALUE FUND INSTITUTIONAL CLASS) | 19.74% | 52.94% | 18.62% | 5.54% | 11.22% | 10.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/14/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NINLX (NEUBERGER BERMAN INTRINSIC VALUE FUND INSTITUTIONAL CLASS) | 05/14/2010 | 06/05/2026 |
| 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 (%) | -2.56 | 52.94 | 18.62 | 5.54 | 11.22 | 10.40 | NA | … | … | 19.74 | 18.19 | 7.62 | 13.89 | -20.03 | 18.55 | 24.98 | 24.93 | -10.56 | 16.72 | 12.14 | -1.90 | 5.37 | 39.68 | 18.74 | -12.43 | 15.96 |
| Sharpe Ratio | NA | 2.77 | 0.80 | 0.19 | 0.44 | NA | NA | … | … | 2.94 | 0.62 | 0.21 | 0.56 | -0.80 | 0.87 | 0.57 | 1.36 | -0.65 | 1.33 | 0.66 | -0.12 | 0.34 | 2.86 | 1.10 | -0.39 | 1.17 |
| Standard Deviation(%) | NA | 20.24 | 21.06 | 22.17 | 23.41 | NA | NA | … | … | 21.43 | 24.91 | 18.63 | 18.30 | 27.04 | 21.36 | 43.16 | 17.21 | 18.41 | 12.12 | 18.01 | 16.18 | 15.82 | 13.87 | 17.19 | 32.14 | 22.27 |
| Draw Down(%) | NA | 9.39 | 26.46 | 33.15 | 44.43 | NA | NA | … | … | 9.38 | 25.49 | 10.80 | 16.35 | 27.77 | 13.68 | 44.43 | 13.01 | 26.25 | 6.36 | 14.34 | 17.87 | 15.01 | 7.20 | 13.84 | 33.58 | 12.59 |
| Yield(%) | 0.00 | 5.21 | 2.32 | 1.60 | 3.85 | 4.79 | 4.32 | … | … | 0.00 | 4.80 | 0.99 | 0.29 | 2.86 | 0.00 | 0.00 | 3.43 | 11.26 | 5.71 | 1.60 | 4.88 | 5.56 | 5.15 | 1.87 | 9.11 | 4.13 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NINLX (NEUBERGER BERMAN INTRINSIC VALUE FUND INSTITUTIONAL CLASS) |
-4.86%
Mar 2017 – Mar 2020 |
-1.15%
Mar 2015 – Mar 2020 |
5.49%
Apr 2015 – Apr 2025 |
8.66%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NINLX (NEUBERGER BERMAN INTRINSIC VALUE FUND INSTITUTIONAL CLASS) |
22.78%
Dec 2018 – Dec 2021 |
17.98%
Jun 2016 – Jun 2021 |
15.27%
Sep 2011 – Sep 2021 |
10.47%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart