Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRGSX (NEUBERGER BERMAN GENESIS FUND CLASS R6) | 6.79% | 7.99% | 7.12% | 1.00% | 7.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRGSX (NEUBERGER BERMAN GENESIS FUND CLASS R6) | 03/18/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 7.99 | 7.12 | 1.00 | 7.81 | NA | NA | … | … | 6.79 | -4.47 | 9.30 | 16.01 | -17.84 | 6.41 | 20.36 | 29.79 | -6.67 | 16.12 | 18.40 | 0.34 | -0.07 | 24.75 |
| Sharpe Ratio | NA | 0.35 | 0.22 | -0.08 | 0.29 | NA | NA | … | … | 0.81 | -0.36 | 0.32 | 0.70 | -0.63 | 0.31 | 0.55 | 1.94 | -0.48 | 1.43 | 1.19 | 0.02 | -0.01 | 2.62 |
| Standard Deviation(%) | NA | 16.00 | 18.54 | 21.74 | 21.33 | NA | NA | … | … | 16.88 | 20.64 | 17.70 | 17.80 | 30.56 | 20.52 | 36.12 | 14.62 | 16.86 | 10.88 | 15.23 | 14.54 | 13.00 | 12.26 |
| Draw Down(%) | NA | 10.74 | 27.45 | 35.57 | 35.57 | NA | NA | … | … | 10.74 | 21.97 | 10.75 | 14.96 | 26.46 | 17.03 | 34.52 | 7.46 | 23.60 | 5.64 | 10.82 | 10.70 | 11.19 | 4.66 |
| Yield(%) | 0.00 | 14.47 | 7.20 | 4.93 | 7.38 | 6.96 | 5.22 | … | … | 0.00 | 13.74 | 2.39 | 3.67 | 8.45 | 0.00 | 0.13 | 7.49 | 10.45 | 14.34 | 7.52 | 10.32 | 8.41 | 9.05 |
Data as of 06/04/2026, Common starting date is 03/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRGSX (NEUBERGER BERMAN GENESIS FUND CLASS R6) |
-2.72%
Apr 2021 – Apr 2024 |
0.08%
Mar 2021 – Mar 2026 |
6.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRGSX (NEUBERGER BERMAN GENESIS FUND CLASS R6) |
18.61%
Oct 2018 – Oct 2021 |
17.45%
Feb 2016 – Feb 2021 |
9.48%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart