Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBGIX (NEUBERGER BERMAN GENESIS FUND INSTITUTIONAL CLASS) | 5.43% | 6.53% | 6.58% | 0.70% | 7.56% | 8.38% | 6.31% | … | … |
Data as of 06/05/2026, Common starting date is 08/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGIX (NEUBERGER BERMAN GENESIS FUND INSTITUTIONAL CLASS) | 08/06/1999 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 6.53 | 6.58 | 0.70 | 7.56 | 8.38 | 6.31 | … | … | 5.43 | -4.55 | 9.20 | 15.87 | -18.06 | 6.30 | 20.26 | 29.68 | -6.76 | 16.02 | 18.31 | 0.28 | -0.14 | 37.35 | 10.10 | 4.88 | 21.72 | 26.54 | -36.74 | 3.17 | -1.89 | 14.08 | 15.53 | 31.94 | -3.07 | 9.16 | 20.39 | 1.45 |
| Sharpe Ratio | NA | 0.24 | 0.18 | -0.09 | 0.28 | NA | NA | … | … | 0.64 | -0.36 | 0.32 | 0.69 | -0.64 | 0.31 | 0.55 | 1.93 | -0.49 | 1.42 | 1.19 | 0.02 | -0.01 | 3.14 | 0.76 | 0.18 | 1.16 | 0.97 | -0.97 | 0.00 | -0.30 | 0.85 | 1.13 | 2.38 | -0.22 | 0.39 | 0.83 | 0.00 |
| Standard Deviation(%) | NA | 16.01 | 18.43 | 21.71 | 21.32 | NA | NA | … | … | 16.63 | 20.64 | 17.68 | 17.74 | 30.51 | 20.54 | 36.13 | 14.61 | 16.84 | 10.88 | 15.23 | 14.54 | 12.99 | 11.89 | 13.40 | 26.63 | 18.63 | 27.23 | 38.78 | 24.76 | 17.61 | 13.89 | 12.91 | 13.10 | 19.35 | 17.61 | 19.45 | 12.03 |
| Draw Down(%) | NA | 10.75 | 27.48 | 35.63 | 35.63 | NA | NA | … | … | 10.75 | 21.98 | 10.76 | 14.97 | 26.53 | 17.03 | 34.53 | 7.47 | 23.60 | 5.64 | 10.83 | 10.72 | 11.20 | 4.66 | 8.34 | 21.06 | 13.41 | 24.00 | 48.53 | 19.96 | 13.71 | 7.77 | 9.00 | 10.46 | 23.47 | 19.06 | 13.57 | 10.86 |
| Yield(%) | 0.00 | 14.30 | 7.07 | 4.84 | 7.26 | 8.18 | 6.24 | … | … | 0.00 | 13.57 | 2.32 | 3.53 | 8.20 | 0.00 | 0.04 | 7.37 | 10.32 | 14.24 | 7.43 | 10.24 | 8.33 | 9.67 | 5.04 | 3.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGIX (NEUBERGER BERMAN GENESIS FUND INSTITUTIONAL CLASS) |
-19.10%
Feb 2006 – Feb 2009 |
-7.29%
Feb 2004 – Feb 2009 |
3.15%
Jan 2006 – Jan 2016 |
5.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGIX (NEUBERGER BERMAN GENESIS FUND INSTITUTIONAL CLASS) |
26.03%
Feb 2009 – Feb 2012 |
22.98%
Feb 2009 – Feb 2014 |
15.51%
Feb 2009 – Feb 2019 |
12.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart