Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPNRX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS R3) | 18.84% | 38.12% | 16.84% | 7.88% | 12.71% | 10.86% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPNRX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS R3) | 06/22/2010 | 06/04/2026 |
| 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 (%) | 1.48 | 38.12 | 16.84 | 7.88 | 12.71 | 10.86 | NA | … | … | 18.84 | 14.41 | 10.38 | -2.17 | -1.66 | 22.67 | 13.61 | 23.35 | -1.70 | 12.83 | 27.58 | -13.19 | 10.38 | 30.99 | 16.44 | -11.71 | 17.69 |
| Sharpe Ratio | NA | 3.06 | 1.10 | 0.37 | 0.63 | NA | NA | … | … | 3.32 | 0.75 | 0.37 | -0.57 | -0.16 | 1.28 | 0.34 | 2.34 | -0.24 | 1.92 | 1.51 | -0.75 | 0.86 | 2.49 | 1.12 | -0.41 | 1.74 |
| Standard Deviation(%) | NA | 11.10 | 12.31 | 14.33 | 17.73 | NA | NA | … | … | 13.28 | 15.60 | 10.10 | 11.37 | 18.94 | 17.67 | 39.25 | 9.39 | 12.54 | 6.38 | 18.11 | 17.67 | 12.12 | 12.43 | 14.81 | 28.52 | 20.55 |
| Draw Down(%) | NA | 7.07 | 13.94 | 20.00 | 39.06 | NA | NA | … | … | 7.07 | 13.30 | 7.49 | 11.80 | 20.00 | 9.10 | 39.06 | 5.50 | 12.95 | 3.78 | 13.39 | 17.46 | 10.32 | 4.65 | 12.13 | 29.19 | 10.27 |
| Yield(%) | 0.00 | 6.67 | 3.75 | 2.44 | 10.84 | 9.54 | 8.53 | … | … | 0.00 | 6.90 | 1.76 | 2.00 | 1.04 | 1.42 | 1.00 | 4.03 | 11.94 | 17.65 | 8.81 | 14.15 | 22.62 | 28.00 | 0.00 | 0.23 | 0.38 |
Data as of 06/04/2026, Common starting date is 06/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPNRX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS R3) |
-0.50%
Mar 2017 – Mar 2020 |
2.18%
Mar 2015 – Mar 2020 |
8.33%
Jun 2014 – Jun 2024 |
9.67%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPNRX (NEUBERGER BERMAN LARGE CAP VALUE FUND CLASS R3) |
22.97%
Mar 2020 – Mar 2023 |
18.60%
Feb 2016 – Feb 2021 |
14.56%
Sep 2011 – Sep 2021 |
10.77%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart
