Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVACX (NEUBERGER BERMAN VALUE FUND CLASS C) | NA | 3.27% | 9.38% | 6.45% | NA | NA | NA | … | … |
Data as of 08/16/2019, Common starting date is 03/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVACX (NEUBERGER BERMAN VALUE FUND CLASS C) | 03/03/2011 | 08/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | 3.27 | 9.38 | 6.45 | NA | NA | NA | … | … | 8.37 | -1.39 | 12.65 | 27.27 | -13.26 | 8.82 | 28.97 | 16.58 | -2.48 |
| Sharpe Ratio | NA | 0.14 | 0.80 | 0.43 | NA | NA | NA | … | … | 1.08 | -0.22 | 1.87 | 1.48 | -0.75 | 0.75 | 2.40 | 1.17 | -0.12 |
| Standard Deviation(%) | NA | 12.07 | 10.40 | 14.03 | NA | NA | NA | … | … | 11.25 | 12.46 | 6.45 | 18.19 | 17.63 | 11.70 | 12.07 | 14.29 | 24.19 |
| Draw Down(%) | NA | 12.06 | 12.06 | 26.03 | NA | NA | NA | … | … | 7.68 | 12.06 | 3.74 | 13.52 | 17.64 | 10.02 | 4.52 | 10.95 | 18.39 |
| Yield(%) | 0.00 | 6.94 | 6.22 | 5.05 | 4.01 | 2.68 | 2.01 | … | … | 0.00 | 7.16 | 9.19 | 0.70 | 1.96 | 5.69 | 0.00 | 1.26 | 0.29 |
Data as of 08/16/2019, Common starting date is 03/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVACX (NEUBERGER BERMAN VALUE FUND CLASS C) |
2.59%
Jan 2013 – Jan 2016 |
5.94%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVACX (NEUBERGER BERMAN VALUE FUND CLASS C) |
20.41%
Sep 2011 – Sep 2014 |
13.05%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart