Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLRLX (NEUBERGER BERMAN VALUE FUND INSTITUTIONAL CLASS) | NA | 3.87% | 10.42% | 7.53% | NA | NA | NA | … | … |
Data as of 08/16/2019, Common starting date is 03/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLRLX (NEUBERGER BERMAN VALUE FUND INSTITUTIONAL CLASS) | 03/03/2011 | 08/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | 3.87 | 10.42 | 7.53 | NA | NA | NA | … | … | 8.54 | -0.32 | 13.99 | 28.71 | -12.29 | 10.07 | 30.41 | 18.00 | -1.63 |
| Sharpe Ratio | NA | 0.19 | 0.90 | 0.50 | NA | NA | NA | … | … | 1.07 | -0.13 | 2.08 | 1.56 | -0.70 | 0.86 | 2.51 | 1.27 | -0.08 |
| Standard Deviation(%) | NA | 12.26 | 10.48 | 14.07 | NA | NA | NA | … | … | 11.56 | 12.47 | 6.45 | 18.20 | 17.65 | 11.72 | 12.08 | 14.27 | 24.22 |
| Draw Down(%) | NA | 12.05 | 12.05 | 25.44 | NA | NA | NA | … | … | 8.04 | 12.05 | 3.58 | 13.43 | 17.29 | 9.93 | 4.51 | 10.79 | 17.99 |
| Yield(%) | 0.00 | 7.76 | 7.03 | 5.85 | 4.95 | 3.30 | 2.48 | … | … | 0.00 | 8.05 | 10.30 | 0.89 | 2.79 | 6.56 | 0.87 | 2.11 | 0.75 |
Data as of 08/16/2019, Common starting date is 03/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLRLX (NEUBERGER BERMAN VALUE FUND INSTITUTIONAL CLASS) |
3.78%
Jan 2013 – Jan 2016 |
7.15%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLRLX (NEUBERGER BERMAN VALUE FUND INSTITUTIONAL CLASS) |
21.83%
Sep 2011 – Sep 2014 |
14.35%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart