Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBGUX (NEUBERGER BERMAN GUARDIAN FUND ADVISOR CLASS) | 3.34% | 13.68% | 18.24% | 9.73% | 13.41% | 11.96% | 9.72% | … | … |
Data as of 06/09/2026, Common starting date is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGUX (NEUBERGER BERMAN GUARDIAN FUND ADVISOR CLASS) | 12/27/1996 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.13 | 13.68 | 18.24 | 9.73 | 13.41 | 11.96 | 9.72 | … | … | 3.34 | 13.73 | 22.72 | 40.06 | -24.44 | 14.14 | 24.45 | 35.95 | -7.66 | 24.94 | 8.88 | -5.57 | 8.63 | 38.28 | 12.14 | -3.50 | 18.93 | 29.53 | -38.69 | 6.82 | 12.73 | 7.75 | 15.46 | 34.67 | -26.07 | -2.16 | -2.52 | 7.64 | 1.67 | 15.95 | -0.87 |
| Sharpe Ratio | NA | 0.86 | 0.87 | 0.36 | 0.61 | NA | NA | … | … | 0.33 | 0.53 | 1.27 | 2.32 | -0.96 | 0.76 | 0.73 | 2.80 | -0.53 | 3.49 | 0.68 | -0.38 | 0.74 | 3.22 | 0.90 | -0.14 | 1.07 | 1.05 | -0.94 | 0.27 | 0.86 | 0.54 | 1.28 | 2.23 | -1.07 | -0.24 | -0.31 | 0.24 | -0.07 | 0.67 | -8.93 |
| Standard Deviation(%) | NA | 13.71 | 17.03 | 19.90 | 19.31 | NA | NA | … | … | 15.63 | 20.49 | 14.99 | 15.83 | 27.10 | 18.50 | 33.09 | 12.32 | 16.99 | 6.98 | 12.70 | 14.89 | 11.60 | 11.86 | 13.61 | 24.53 | 17.53 | 27.93 | 42.18 | 13.88 | 10.86 | 10.25 | 11.30 | 15.24 | 25.45 | 19.79 | 21.69 | 17.69 | 24.78 | 18.16 | 7.89 |
| Draw Down(%) | NA | 14.45 | 20.99 | 35.89 | 35.89 | NA | NA | … | … | 12.80 | 20.99 | 9.45 | 8.34 | 27.93 | 14.79 | 32.04 | 7.28 | 22.46 | 2.28 | 10.49 | 13.66 | 8.38 | 5.22 | 10.67 | 22.50 | 13.29 | 24.10 | 48.19 | 9.89 | 10.09 | 7.94 | 7.93 | 10.47 | 36.68 | 23.35 | 15.44 | 19.81 | 39.02 | 13.58 | 0.87 |
| Yield(%) | 0.00 | 12.18 | 9.35 | 6.04 | 10.10 | 10.03 | 7.77 | … | … | 0.00 | 12.59 | 6.96 | 5.44 | 4.77 | 0.00 | 0.11 | 7.68 | 11.44 | 9.43 | 15.18 | 12.21 | 16.24 | 14.31 | 4.34 | 0.30 | 0.00 | 0.10 | 7.33 | 11.83 | 7.20 | 0.00 | 0.00 | 0.00 | 0.50 | 0.54 | 4.91 | 0.74 | 0.00 | 0.00 | 0.09 |
Data as of 06/09/2026, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGUX (NEUBERGER BERMAN GUARDIAN FUND ADVISOR CLASS) |
-14.31%
Feb 2006 – Feb 2009 |
-7.88%
Sep 1997 – Sep 2002 |
-2.07%
Feb 1999 – Feb 2009 |
2.30%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGUX (NEUBERGER BERMAN GUARDIAN FUND ADVISOR CLASS) |
26.22%
Sep 2022 – Sep 2025 |
21.43%
Feb 2009 – Feb 2014 |
15.93%
Sep 2011 – Sep 2021 |
14.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart