Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 9.54% | 14.82% | 21.66% | 5.75% | 7.82% | 10.44% | NA | 7.52% |
Data as of 07/25/2025, AR inception is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 12/14/2006 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 14.82 | 21.66 | 5.75 | 7.82 | 10.44 | NA | 7.52 | 9.54 | 17.38 | 25.31 | -8.74 | -6.01 | -9.62 | 28.20 | -4.78 | 24.82 | 13.23 | -0.63 | 6.73 | 43.05 | 19.96 | 0.20 | 13.72 | 27.81 | -36.81 | 3.13 | -0.88 |
| Sharpe Ratio | NA | 0.65 | 0.51 | 0.11 | 0.22 | NA | NA | 0.24 | 0.72 | 0.89 | 0.58 | -0.20 | -0.18 | -0.22 | 2.04 | -0.35 | 2.92 | 0.88 | -0.04 | 0.59 | 3.84 | 1.51 | 0.01 | 0.77 | 1.02 | -0.92 | 0.01 | -3.13 |
| Standard Deviation(%) | NA | 17.81 | 36.16 | 34.60 | 28.61 | NA | NA | 25.72 | 20.47 | 12.10 | 36.41 | 50.55 | 33.14 | 43.93 | 13.11 | 17.35 | 8.31 | 14.86 | 15.52 | 11.46 | 11.19 | 13.33 | 23.81 | 17.80 | 27.16 | 40.94 | 17.04 | 7.45 |
| Draw Down(%) | NA | 19.37 | 27.37 | 51.42 | 51.42 | NA | NA | 55.40 | 15.84 | 7.87 | 18.86 | 35.59 | 27.89 | 39.35 | 7.17 | 19.04 | 3.29 | 12.17 | 11.94 | 8.54 | 5.26 | 9.89 | 21.20 | 15.80 | 24.36 | 47.30 | 11.94 | 1.44 |
| Yield(%) | 0.00 | 0.13 | 13.74 | 6.15 | 8.37 | 11.54 | 7.11 | 7.89 | 0.00 | 0.15 | 22.06 | 19.51 | 0.40 | 0.27 | 21.73 | 9.56 | 11.72 | 4.03 | 3.56 | 4.35 | 2.95 | 2.33 | 2.79 | 0.61 | 2.10 | 0.43 | 0.64 | 0.16 |
Data as of 07/25/2025, AR inception is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-12.37%
Sep 2019 - Sep 2022 |
-3.83%
Sep 2017 - Sep 2022 |
4.60%
Oct 2013 - Oct 2023 |
3.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
25.08%
Sep 2011 - Sep 2014 |
23.96%
Feb 2009 - Feb 2014 |
16.72%
Feb 2009 - Feb 2019 |
12.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart