Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NPNAX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS A) | 6.00% | 6.04% | 6.55% | 11.58% | 8.96% | 9.35% | NA | 9.51% |
Data as of 08/01/2025, AR inception is 06/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPNAX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS A) | 06/21/2010 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.71 | 6.04 | 6.55 | 11.58 | 8.96 | 9.35 | NA | 9.51 | 6.00 | 10.67 | -1.93 | -1.40 | 23.00 | 13.89 | 24.03 | -1.44 | 4.16 | 27.90 | -12.87 | 10.69 | 31.25 | 16.71 | -11.51 | 15.43 |
| Sharpe Ratio | NA | 0.20 | 0.23 | 0.58 | 0.40 | NA | NA | 0.46 | 0.44 | 0.40 | -0.55 | -0.15 | 1.30 | 0.35 | 2.42 | -0.22 | 0.34 | 1.53 | -0.73 | 0.88 | 2.52 | 1.14 | -0.40 | 1.48 |
| Standard Deviation(%) | NA | 14.65 | 13.62 | 16.50 | 18.73 | NA | NA | 18.48 | 16.95 | 10.11 | 11.42 | 18.98 | 17.67 | 39.25 | 9.37 | 12.55 | 10.39 | 18.11 | 17.67 | 12.12 | 12.39 | 14.77 | 28.51 | 20.66 |
| Draw Down(%) | NA | 13.85 | 13.85 | 19.89 | 39.03 | NA | NA | 39.03 | 13.26 | 7.47 | 11.60 | 19.89 | 9.06 | 39.03 | 5.48 | 12.94 | 8.66 | 13.42 | 17.37 | 10.28 | 4.65 | 12.14 | 29.13 | 10.25 |
| Yield(%) | 0.00 | 1.84 | 1.85 | 2.15 | 7.24 | 8.62 | 6.61 | 8.81 | 0.00 | 2.01 | 2.07 | 1.28 | 1.36 | 1.22 | 4.66 | 12.24 | 13.59 | 6.84 | 11.38 | 18.90 | 24.41 | 0.00 | 0.75 | 0.42 |
Data as of 08/01/2025, AR inception is 06/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPNAX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS A) |
-2.84%
Mar 2017 - Mar 2020 |
0.85%
Mar 2015 - Mar 2020 |
7.76%
Jun 2014 - Jun 2024 |
9.61%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPNAX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS A) |
23.29%
Mar 2020 - Mar 2023 |
17.02%
Feb 2016 - Feb 2021 |
13.96%
Sep 2011 - Sep 2021 |
9.61%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison Chart