Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NLDRX (NEUBERGER BERMAN LARGE CAP DISCIPLINED GROWTH FUND CLASS R3) NA 12.12% 6.98% 11.40% NA NA NA
Data as of 12/20/2016, Common starting date is 06/05/2009
More Performance Analytics Comparison
Name Start Date End Date
NLDRX (NEUBERGER BERMAN LARGE CAP DISCIPLINED GROWTH FUND CLASS R3) 06/05/2009 12/20/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 12.12 6.98 11.40 NA NA NA 11.00 2.83 5.78 28.44 10.32 -5.10 12.17 17.83
Sharpe Ratio NA 0.89 0.48 0.83 NA NA NA 0.77 0.17 0.48 2.54 0.75 -0.22 0.69 2.04
Standard Deviation(%) NA 14.41 14.35 13.70 NA NA NA 14.54 16.41 11.95 11.18 13.85 23.23 17.61 16.13
Draw Down(%) NA 15.72 17.15 17.15 NA NA NA 14.25 12.07 8.44 5.33 11.78 20.19 15.59 6.27
Yield(%) 0.00 0.00 18.53 17.52 11.02 7.34 5.51 0.00 0.00 55.31 17.16 5.78 4.27 0.00 0.00
Data as of 12/20/2016, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NLDRX (NEUBERGER BERMAN LARGE CAP DISCIPLINED GROWTH FUND CLASS R3) 5.50%
Dec 2009 – Dec 2012
4.83%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NLDRX (NEUBERGER BERMAN LARGE CAP DISCIPLINED GROWTH FUND CLASS R3) 15.79%
Sep 2011 – Sep 2014
12.74%
Sep 2011 – Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return