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NBFCX: NEUBERGER BERMAN FOCUS FUND TRUST CLASS (MUTUAL FUND)
Basic Info 34.93 1.18(3.27%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 04/24/1996 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 10.11% |
| Expenses | 1.12% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 4.0 | 17.9 | 18.8 | 3.3 | 8.2 | 9.2 | 6.7 | 7.5 | 21.1 | 21.4 | 24.4 | -31.9 | -0.0 | 17.6 | 28.2 | -9.2 | 19.3 | 6.7 | -0.1 | 10.1 | 35.3 | 19.5 | -3.0 | 11.8 | 28.8 | -41.0 | 6.0 | 12.1 | -0.3 | 4.8 | 64.6 | -36.5 | -6.9 | 12.2 | 25.9 | 13.2 | 24.1 | 9.4 |
| Sharpe Ratio | NA | 0.42 | 1.08 | 1.0 | 0.04 | 0.32 | NA | NA | 0.25 | 0.98 | 1.33 | 1.71 | -1.18 | 0.0 | 0.5 | 2.1 | -0.64 | 2.37 | 0.41 | -0.01 | 0.83 | 2.98 | 1.41 | -0.12 | 0.63 | 1.01 | -1.0 | 0.18 | 0.7 | -0.19 | 0.22 | 2.41 | -0.89 | -0.26 | 0.24 | 0.95 | 0.32 | 1.06 | 0.81 |
| Draw Down(%) | NA | 12.3 | 12.7 | 20.4 | 50.6 | 50.6 | NA | NA | 61.7 | 20.4 | 8.9 | 10.1 | 37.3 | 25.3 | 34.6 | 6.8 | 21.0 | 4.2 | 15.2 | 12.8 | 10.0 | 5.6 | 11.2 | 23.1 | 16.8 | 25.0 | 51.4 | 10.6 | 14.2 | 11.7 | 23.6 | 22.1 | 55.4 | 41.0 | 23.7 | 19.0 | 42.9 | 13.7 | 15.3 |
| Standard Deviation(%) | NA | 16.8 | 14.0 | 15.5 | 20.9 | 20.3 | NA | NA | 23.3 | 18.7 | 13.4 | 12.3 | 28.4 | 27.1 | 34.5 | 12.8 | 16.5 | 7.9 | 15.9 | 15.6 | 12.1 | 11.8 | 13.9 | 25.5 | 18.5 | 28.6 | 41.7 | 16.1 | 12.6 | 13.2 | 17.4 | 26.5 | 42.5 | 37.3 | 33.3 | 23.7 | 30.4 | 19.2 | 12.8 |
| Treynor Ratio | NA | 0.06 | 0.15 | 0.16 | 0.01 | 0.07 | NA | NA | 0.06 | 0.19 | 0.18 | 0.24 | -0.31 | 0.0 | 0.18 | 0.27 | -0.11 | 0.18 | 0.06 | 0.0 | 0.1 | 0.34 | 0.19 | -0.03 | 0.12 | 0.28 | -0.42 | 0.03 | 0.08 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.03 | -0.01 | -0.03 | -0.02 | NA | NA | 0.0 | 0.01 | -0.01 | 0.0 | -0.06 | -0.11 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 | -0.02 | -0.02 | -0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.1 | 1.04 | 0.98 | 1.03 | 1.0 | NA | NA | 1.02 | 0.95 | 1.0 | 0.86 | 1.08 | 1.3 | 0.96 | 0.99 | 0.94 | 1.05 | 1.15 | 0.98 | 1.02 | 1.03 | 1.05 | 1.07 | 1.0 | 1.03 | 1.0 | 0.98 | 1.12 | 1.09 | 1.36 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.82 | 0.9 | 0.75 | 0.83 | NA | NA | 0.51 | 0.92 | 0.92 | 0.86 | 0.88 | 0.45 | 0.93 | 0.94 | 0.96 | 0.8 | 0.92 | 0.95 | 0.94 | 0.94 | 0.94 | 0.98 | 0.97 | 0.97 | 0.97 | 0.93 | 0.82 | 0.72 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 0.1 | 0.5 | 0.0 | 0.0 | 0.0 | 14.1 | 13.4 | 15.2 | 15.3 | 7.6 | 23.1 | 17.2 | 0.8 | 0.5 | 0.6 | 1.0 | 8.7 | 19.2 | 14.9 | 14.1 | 0.1 | 0.0 | 0.0 | 6.4 | 5.3 | 7.1 | 0.1 | 3.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13354.2 | -74.8 | N/A | N/A | N/A | -100.0 | 59.3 | -8.6 | -6.1 | 83.1 | -71.3 | 51.6 | 2347.5 | 57.3 | 2.7 | -27.0 | -94.2 | -61.3 | 22.6 | -6.4 | 27492.9 | 100.0 | N/A | -100.0 | 25.4 | -13.4 | 5366.7 | -94.0 | 733.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/18/1996
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