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NBMOX: NEUBERGER BERMAN SMALL CAP GROWTH FUND TRUST CLASS (MUTUAL FUND)
Basic Info 57.53 3.63(5.94%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 02/01/2000 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 7.52% |
| Expenses | 0.91% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/01/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.7 | 13.6 | 31.7 | 18.1 | 6.7 | 14.5 | 11.8 | 9.7 | 5.5 | 9.6 | 25.6 | 9.7 | -24.6 | 3.9 | 43.4 | 34.4 | 4.7 | 27.9 | 6.0 | -5.8 | 3.7 | 46.9 | 8.9 | -1.6 | 20.2 | 22.9 | -42.3 | 26.3 | 7.8 | 15.3 | 16.1 | 33.3 | -44.4 | -14.6 | -26.3 |
| Sharpe Ratio | NA | 1.81 | 1.55 | 0.77 | 0.2 | 0.54 | NA | NA | 0.17 | 0.27 | 1.01 | 0.33 | -0.81 | 0.15 | 1.17 | 1.78 | 0.13 | 2.08 | 0.3 | -0.32 | 0.19 | 2.97 | 0.51 | -0.05 | 0.85 | 0.74 | -1.11 | 1.25 | 0.23 | 0.81 | 0.83 | 1.58 | -1.62 | -0.52 | -0.67 |
| Draw Down(%) | NA | 16.7 | 16.7 | 29.6 | 37.3 | 39.9 | NA | NA | 78.8 | 26.8 | 12.5 | 19.3 | 31.2 | 19.8 | 35.8 | 14.5 | 24.9 | 6.9 | 20.9 | 16.9 | 18.3 | 6.3 | 12.1 | 27.4 | 18.4 | 26.5 | 50.5 | 10.2 | 17.1 | 12.2 | 18.5 | 11.6 | 51.4 | 41.3 | 57.2 |
| Standard Deviation(%) | NA | 28.1 | 24.3 | 23.2 | 24.8 | 24.8 | NA | NA | 25.8 | 24.9 | 21.7 | 18.8 | 32.2 | 25.3 | 36.7 | 18.5 | 25.6 | 13.2 | 19.5 | 17.9 | 19.5 | 15.8 | 17.3 | 33.2 | 23.6 | 30.7 | 38.9 | 18.6 | 18.9 | 16.1 | 18.2 | 20.6 | 28.2 | 33.4 | 48.9 |
| Treynor Ratio | NA | 0.43 | 0.32 | 0.17 | 0.05 | 0.13 | NA | NA | 0.04 | 0.07 | 0.2 | 0.07 | -0.27 | 0.03 | 0.45 | 0.29 | 0.03 | 0.23 | 0.05 | -0.05 | 0.03 | 0.45 | 0.09 | -0.02 | 0.21 | 0.25 | -0.49 | 0.24 | 0.04 | 0.12 | 0.16 | 0.32 | -0.43 | -0.14 | -0.27 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA | -0.01 | 0.01 | 0.03 | -0.04 | 0.02 | -0.01 | 0.03 | -0.01 | 0.05 | 0.01 | -0.02 | -0.01 | 0.0 | 0.02 | -0.03 | 0.0 | -0.03 | -0.05 | -0.04 | 0.06 | -0.02 | 0.02 | 0.0 | -0.03 | -0.16 | -0.05 | -0.09 |
| Beta | NA | 1.2 | 1.17 | 1.04 | 1.01 | 1.02 | NA | NA | 1.02 | 0.97 | 1.1 | 0.93 | 0.96 | 1.18 | 0.95 | 1.13 | 1.18 | 1.19 | 1.06 | 1.06 | 1.19 | 1.05 | 0.98 | 1.0 | 0.96 | 0.91 | 0.89 | 0.98 | 1.09 | 1.04 | 0.95 | 1.02 | 1.05 | 1.21 | 1.21 |
| RSquared | NA | 0.88 | 0.87 | 0.89 | 0.92 | 0.91 | NA | NA | 0.89 | 0.89 | 0.9 | 0.92 | 0.97 | 0.95 | 0.97 | 0.93 | 0.79 | 0.86 | 0.91 | 0.89 | 0.92 | 0.91 | 0.94 | 0.95 | 0.95 | 0.95 | 0.97 | 0.92 | 0.94 | 0.93 | 0.94 | 0.92 | 0.87 | 0.84 | 0.78 |
| Yield(%) | N/A | 0.0 | 7.4 | 3.3 | 4.6 | 8.1 | 7.9 | 6.9 | N/A | 7.0 | 0.6 | 0.0 | 0.0 | 16.5 | 1.5 | 5.1 | 18.5 | 1.7 | 0.0 | 4.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.0 |
| Dividend Growth(%) | N/A | -100.0 | 1401.3 | -61.3 | 29.4 | 1309.1 | N/A | N/A | N/A | 1401.3 | N/A | N/A | -100.0 | 1437.3 | -62.3 | -78.3 | 1303.9 | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2000
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