Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRO (Neuberger Berman RE Securities IF) | 1.81% | 2.93% | 14.30% | 0.97% | 4.89% | 6.93% | 3.11% | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRO (Neuberger Berman RE Securities IF) | 10/29/2003 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 2.93 | 14.30 | 0.97 | 4.89 | 6.93 | 3.11 | … | … | 1.81 | 0.78 | 23.78 | 15.15 | -35.18 | 28.99 | -10.88 | 47.57 | -16.37 | 13.29 | 15.91 | 2.40 | 28.53 | -0.54 | 29.31 | -0.06 | 40.17 | 101.17 | -78.56 | -23.17 | 48.07 | 2.62 | 9.86 | 0.01 |
| Sharpe Ratio | NA | 0.07 | 0.70 | -0.06 | 0.13 | NA | NA | … | … | 0.31 | -0.11 | 0.95 | 0.49 | -1.35 | 1.54 | -0.18 | 3.23 | -1.11 | 1.15 | 0.84 | 0.15 | 2.90 | -0.04 | 2.21 | 0.00 | 1.63 | 1.46 | -0.82 | -0.91 | 3.36 | 0.02 | 0.44 | -0.05 |
| Standard Deviation(%) | NA | 13.41 | 19.92 | 21.60 | 26.92 | NA | NA | … | … | 14.87 | 18.55 | 21.31 | 23.55 | 27.26 | 18.81 | 62.83 | 14.26 | 16.05 | 11.01 | 18.75 | 15.65 | 9.84 | 15.24 | 13.34 | 27.26 | 24.60 | 69.37 | 97.34 | 28.93 | 13.35 | 16.28 | 20.29 | 11.83 |
| Draw Down(%) | NA | 11.65 | 24.80 | 42.51 | 62.59 | NA | NA | … | … | 10.35 | 17.96 | 17.07 | 27.02 | 36.84 | 9.98 | 62.59 | 5.27 | 23.16 | 6.59 | 15.86 | 17.46 | 6.26 | 23.14 | 12.23 | 25.23 | 11.79 | 62.34 | 87.61 | 35.12 | 9.17 | 11.90 | 23.10 | 5.47 |
| Yield(%) | 0.00 | 11.55 | 12.74 | 7.50 | 8.05 | 8.92 | 4.22 | … | … | 5.10 | 10.54 | 11.41 | 11.52 | 7.13 | 9.35 | 8.66 | 11.76 | 9.52 | 9.63 | 8.42 | 7.34 | 5.96 | 5.13 | 6.43 | 5.93 | 7.82 | 16.18 | 15.88 | 15.96 | 14.11 | 9.87 | 8.05 | 0.67 |
Data as of 06/04/2026, Common starting date is 10/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRO (Neuberger Berman RE Securities IF) |
-46.15%
Feb 2006 – Feb 2009 |
-27.82%
Feb 2004 – Feb 2009 |
-1.70%
May 2007 – May 2017 |
0.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRO (Neuberger Berman RE Securities IF) |
63.99%
Feb 2009 – Feb 2012 |
40.50%
Feb 2009 – Feb 2014 |
24.21%
Feb 2009 – Feb 2019 |
16.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart