Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) | 5.81% | 4.91% | 5.52% | 0.60% | 7.49% | 8.29% | 8.11% | … | … |
Data as of 06/10/2026, Common starting date is 09/27/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) | 09/27/1988 | 06/10/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.91 | 5.52 | 0.60 | 7.49 | 8.29 | 8.11 | … | … | 5.81 | -4.70 | 9.04 | 15.70 | -18.27 | 6.14 | 20.06 | 29.47 | -6.91 | 15.83 | 18.06 | 0.05 | -0.32 | 37.17 | 9.90 | 4.75 | 21.42 | 26.32 | -32.97 | 21.43 | 7.31 | 16.37 | 15.30 | 31.70 | -2.95 | 12.11 | 32.51 | 4.04 | -6.95 | 34.89 | 29.86 | 20.26 | -5.57 | 4.42 | 15.62 | 39.71 | -16.24 | 14.92 | 3.40 |
| Sharpe Ratio | NA | 0.23 | 0.17 | -0.10 | 0.27 | NA | NA | … | … | 0.63 | -0.37 | 0.31 | 0.69 | -0.65 | 0.30 | 0.55 | 1.92 | -0.49 | 1.40 | 1.17 | 0.00 | -0.03 | 3.12 | 0.74 | 0.18 | 1.14 | 0.96 | -0.89 | 1.15 | 0.27 | 1.04 | 1.11 | 2.37 | -0.21 | 0.56 | 1.62 | 0.06 | -0.65 | 2.27 | 2.84 | 1.87 | -1.04 | 0.21 | 1.60 | 3.44 | -1.77 | 1.21 | 1.36 |
| Standard Deviation(%) | NA | 16.01 | 18.42 | 21.70 | 21.30 | NA | NA | … | … | 16.64 | 20.65 | 17.69 | 17.70 | 30.48 | 20.52 | 36.12 | 14.60 | 16.84 | 10.84 | 15.23 | 14.56 | 12.99 | 11.91 | 13.39 | 26.63 | 18.63 | 27.19 | 37.97 | 15.98 | 14.73 | 13.58 | 12.92 | 13.08 | 19.36 | 17.49 | 17.51 | 11.32 | 16.06 | 13.69 | 9.13 | 8.72 | 8.28 | 10.80 | 8.11 | 10.36 | 12.25 | 7.41 | 5.86 |
| Draw Down(%) | NA | 10.77 | 27.51 | 35.75 | 35.75 | NA | NA | … | … | 10.77 | 22.00 | 10.77 | 15.03 | 26.65 | 17.05 | 34.53 | 7.49 | 23.64 | 5.67 | 10.88 | 10.74 | 11.24 | 4.68 | 8.40 | 21.11 | 13.49 | 24.03 | 48.62 | 7.04 | 13.76 | 7.77 | 9.03 | 10.53 | 23.54 | 19.10 | 6.74 | 13.37 | 29.79 | 11.05 | 7.24 | 7.01 | 9.63 | 7.29 | 9.61 | 6.34 | 28.34 | 10.37 | 3.35 |
| Yield(%) | 0.00 | 13.99 | 6.80 | 4.78 | 11.93 | 11.27 | 10.48 | … | … | 0.00 | 13.51 | 2.32 | 3.41 | 8.08 | 0.00 | 0.00 | 7.14 | 10.12 | 24.35 | 12.20 | 15.76 | 12.23 | 13.62 | 6.89 | 5.00 | 0.00 | 0.00 | 3.86 | 18.35 | 9.01 | 2.63 | 0.00 | 0.06 | 0.35 | 3.20 | 7.15 | 0.56 | 2.88 | 1.60 | 1.60 | 0.00 | 0.00 | 0.13 | 0.00 | 0.20 | 0.67 | 0.39 | 0.20 |
Data as of 06/10/2026, Common starting date is 09/27/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) |
-10.29%
Feb 2006 – Feb 2009 |
-0.99%
Feb 2004 – Feb 2009 |
5.96%
Oct 2013 – Oct 2023 |
6.76%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGNX (NEUBERGER BERMAN GENESIS FUND INVESTOR CLASS) |
28.66%
Mar 1995 – Mar 1998 |
22.77%
Feb 2009 – Feb 2014 |
16.65%
Jan 1996 – Jan 2006 |
15.79%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart