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NEMIX: NEUBERGER BERMAN EMERGING MARKETS EQUITY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 27.75 0.61(2.15%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 10/10/2008 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 0.03% |
| Expenses | 1.23% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 4.7 | 25.7 | 17.8 | 2.8 | 7.5 | 3.7 | 7.7 | 34.9 | 12.9 | 4.7 | -23.9 | -3.3 | 13.3 | 19.0 | -17.3 | 41.6 | 9.2 | -11.5 | -2.8 | 1.0 | 21.5 | -24.6 | 20.1 | 85.8 | -4.4 |
| Sharpe Ratio | NA | 0.9 | 1.99 | 1.1 | 0.06 | 0.37 | NA | 0.35 | 2.06 | 0.49 | 0.03 | -1.18 | -0.23 | 0.46 | 1.33 | -1.1 | 4.6 | 0.56 | -0.73 | -0.26 | 0.08 | 1.51 | -1.07 | 1.08 | 3.1 | -0.28 |
| Draw Down(%) | NA | 11.7 | 11.7 | 13.4 | 38.7 | 41.3 | NA | 41.3 | 13.1 | 9.4 | 13.8 | 33.4 | 16.4 | 32.7 | 10.1 | 27.8 | 5.2 | 12.6 | 24.3 | 13.9 | 14.2 | 13.9 | 30.7 | 16.1 | 18.8 | 28.5 |
| Standard Deviation(%) | NA | 16.3 | 13.9 | 14.3 | 15.8 | 16.9 | NA | 18.9 | 15.8 | 12.9 | 12.7 | 21.5 | 14.4 | 28.5 | 13.2 | 17.0 | 9.0 | 16.0 | 15.8 | 11.2 | 12.2 | 14.3 | 23.1 | 18.5 | 27.6 | 66.6 |
| Treynor Ratio | NA | 0.19 | 0.32 | 0.17 | 0.01 | 0.06 | NA | 0.08 | 0.33 | 0.07 | 0.0 | -0.24 | -0.04 | 0.13 | 0.17 | -0.19 | 0.45 | 0.1 | -0.14 | -0.04 | 0.01 | 0.27 | -0.29 | 0.24 | 1.03 | -0.24 |
| Alpha | NA | -0.02 | 0.02 | 0.01 | -0.01 | 0.0 | NA | 0.0 | 0.04 | 0.02 | -0.02 | -0.03 | -0.02 | -0.01 | 0.0 | -0.01 | 0.04 | 0.0 | 0.01 | -0.01 | 0.02 | 0.02 | -0.04 | 0.02 | 0.05 | -0.09 |
| Beta | NA | 0.78 | 0.85 | 0.92 | 0.95 | 0.97 | NA | 0.87 | 1.0 | 0.88 | 0.96 | 1.04 | 0.82 | 1.01 | 1.01 | 0.99 | 0.91 | 0.89 | 0.85 | 0.8 | 0.81 | 0.8 | 0.86 | 0.83 | 0.83 | 0.78 |
| RSquared | NA | 0.75 | 0.77 | 0.82 | 0.86 | 0.9 | NA | 0.91 | 0.87 | 0.77 | 0.86 | 0.93 | 0.83 | 0.97 | 0.92 | 0.93 | 0.81 | 0.94 | 0.93 | 0.86 | 0.87 | 0.82 | 0.92 | 0.9 | 0.95 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.2 | 1.4 | 0.3 | 1.0 | 0.4 | 2.1 | 0.8 | 0.9 | 0.6 | 0.6 | 1.0 | 0.5 | 0.5 | 0.5 | 2.6 | 11.3 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -78.6 | -88.0 | 219.2 | -68.9 | 179.8 | -77.4 | 111.8 | 28.8 | 70.0 | -18.4 | -43.0 | 97.7 | 26.1 | -18.8 | -79.5 | -60.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/08/2008
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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