Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NREAX (NEUBERGER BERMAN REAL ESTATE FUND CLASS A) | 11.00% | 8.91% | 8.45% | -1.11% | 4.43% | 5.90% | 5.61% | … | … |
Data as of 06/03/2026, Common starting date is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NREAX (NEUBERGER BERMAN REAL ESTATE FUND CLASS A) | 08/07/1997 | 06/03/2026 |
| 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 (%) | -2.89 | 8.91 | 8.45 | -1.11 | 4.43 | 5.90 | 5.61 | … | … | 11.00 | -2.36 | 4.84 | 11.57 | -34.18 | 37.68 | -1.80 | 31.48 | -5.56 | 11.57 | 3.45 | 2.93 | 23.70 | 0.57 | 16.59 | 8.08 | -23.87 |
| Sharpe Ratio | NA | 0.61 | 0.40 | -0.14 | 0.15 | NA | NA | … | … | 2.27 | -0.32 | 0.08 | 0.41 | -1.29 | 2.54 | -0.05 | 2.43 | -0.45 | 1.19 | 0.20 | 0.17 | 2.28 | 0.04 | 1.27 | 0.28 | -0.07 |
| Standard Deviation(%) | NA | 12.86 | 16.52 | 19.46 | 20.32 | NA | NA | … | … | 14.08 | 16.56 | 16.19 | 19.49 | 27.73 | 14.85 | 39.06 | 12.37 | 15.56 | 9.18 | 15.99 | 16.71 | 10.39 | 14.66 | 13.10 | 28.73 | 59.85 |
| Draw Down(%) | NA | 7.88 | 18.15 | 41.74 | 41.74 | NA | NA | … | … | 7.88 | 14.99 | 12.42 | 21.48 | 35.03 | 8.09 | 37.63 | 6.05 | 12.35 | 5.15 | 14.45 | 15.79 | 7.05 | 17.22 | 8.40 | 22.82 | 38.24 |
| Yield(%) | 0.00 | 1.80 | 2.04 | 1.42 | 3.82 | 4.99 | 4.73 | … | … | 0.42 | 1.85 | 1.81 | 2.12 | 1.20 | 1.51 | 1.59 | 6.47 | 6.05 | 6.53 | 12.81 | 8.46 | 6.92 | 6.94 | 4.01 | 1.84 | 0.92 |
Data as of 06/03/2026, Common starting date is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NREAX (NEUBERGER BERMAN REAL ESTATE FUND CLASS A) |
-8.35%
Dec 2021 – Dec 2024 |
-0.25%
May 2021 – May 2026 |
3.71%
Oct 2013 – Oct 2023 |
5.69%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NREAX (NEUBERGER BERMAN REAL ESTATE FUND CLASS A) |
21.14%
Dec 2018 – Dec 2021 |
13.37%
Dec 2016 – Dec 2021 |
11.47%
Sep 2011 – Sep 2021 |
7.36%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart