Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NRAAX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS A) | 4.03% | 14.21% | 17.55% | 15.29% | 11.85% | 12.54% | NA | 13.15% |
Data as of 08/01/2025, AR inception is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRAAX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS A) | 06/04/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | 14.21 | 17.55 | 15.29 | 11.85 | 12.54 | NA | 13.15 | 4.03 | 27.99 | 27.76 | -17.95 | 23.07 | 19.12 | 25.70 | -6.15 | 18.42 | 9.87 | -0.77 | 10.21 | 38.00 | 10.76 | -3.09 | 22.60 | 15.80 |
| Sharpe Ratio | NA | 0.92 | 0.84 | 0.76 | 0.57 | NA | NA | 0.69 | 0.53 | 1.98 | 1.27 | -0.71 | 1.83 | 0.55 | 1.97 | -0.48 | 2.49 | 0.69 | -0.05 | 0.90 | 3.30 | 0.78 | -0.13 | 1.27 | 1.69 |
| Standard Deviation(%) | NA | 17.39 | 19.93 | 18.79 | 18.96 | NA | NA | 17.95 | 19.51 | 12.32 | 19.19 | 27.53 | 12.60 | 34.06 | 12.32 | 15.64 | 7.16 | 14.08 | 14.76 | 11.32 | 11.49 | 13.76 | 24.51 | 17.67 | 17.00 |
| Draw Down(%) | NA | 16.31 | 17.22 | 25.88 | 34.08 | NA | NA | 34.08 | 16.31 | 7.53 | 8.94 | 25.69 | 5.27 | 34.08 | 6.66 | 19.23 | 2.75 | 11.31 | 11.60 | 7.60 | 4.93 | 11.77 | 22.94 | 12.83 | 8.62 |
| Yield(%) | 0.00 | 6.13 | 8.41 | 9.27 | 13.98 | 16.22 | 14.88 | 18.60 | 0.00 | 7.19 | 11.10 | 7.43 | 11.49 | 6.64 | 10.34 | 8.36 | 11.73 | 8.34 | 9.82 | 17.12 | 13.04 | 0.91 | 0.74 | 0.44 | 0.74 |
Data as of 08/01/2025, AR inception is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRAAX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS A) |
0.91%
Mar 2017 - Mar 2020 |
3.30%
Mar 2015 - Mar 2020 |
8.36%
Mar 2010 - Mar 2020 |
11.65%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRAAX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS A) |
22.60%
Dec 2018 - Dec 2021 |
19.46%
Mar 2020 - Mar 2025 |
14.24%
Sep 2011 - Sep 2021 |
13.28%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart