Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBH (Neuberger Berman IMF Inc) | 5.00% | 12.82% | 5.54% | -3.01% | 0.69% | 3.35% | 4.25% | … | … |
Data as of 06/09/2026, Common starting date is 10/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBH (Neuberger Berman IMF Inc) | 10/23/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 12.82 | 5.54 | -3.01 | 0.69 | 3.35 | 4.25 | … | … | 5.00 | 4.23 | 5.34 | 4.02 | -28.17 | 5.56 | 3.71 | 28.01 | -9.41 | -3.98 | 9.33 | 6.68 | 17.74 | -8.61 | 7.70 | 20.27 | 11.89 | 24.65 | -6.99 | -1.85 | 9.36 | 7.47 | 2.84 | 5.98 | -9.14 |
| Sharpe Ratio | NA | 0.90 | 0.28 | -0.41 | -0.06 | NA | NA | … | … | 0.57 | 0.13 | 0.19 | 0.02 | -1.61 | 0.31 | 0.12 | 2.14 | -1.46 | -0.58 | 0.67 | 0.60 | 1.52 | -0.51 | 0.56 | 1.51 | 0.87 | 1.12 | -0.31 | -0.55 | 0.73 | 0.63 | 0.15 | 0.41 | -2.27 |
| Standard Deviation(%) | NA | 9.22 | 10.15 | 14.07 | 15.74 | NA | NA | … | … | 10.95 | 10.06 | 9.07 | 16.02 | 18.50 | 18.06 | 29.85 | 12.39 | 7.43 | 7.97 | 13.70 | 11.03 | 11.65 | 16.98 | 13.85 | 13.44 | 13.63 | 21.88 | 25.47 | 9.05 | 8.22 | 8.26 | 12.19 | 12.74 | 18.06 |
| Draw Down(%) | NA | 7.06 | 14.38 | 43.52 | 43.52 | NA | NA | … | … | 7.06 | 9.43 | 8.29 | 24.82 | 35.18 | 12.28 | 32.21 | 6.36 | 11.01 | 8.82 | 14.14 | 7.43 | 4.10 | 20.21 | 8.43 | 5.84 | 11.22 | 10.82 | 26.08 | 8.79 | 5.28 | 6.41 | 16.00 | 12.64 | 13.79 |
| Yield(%) | 0.00 | 6.63 | 5.55 | 3.81 | 4.20 | 5.19 | 5.48 | … | … | 2.67 | 6.23 | 5.32 | 4.43 | 4.13 | 4.85 | 4.86 | 5.77 | 5.15 | 5.12 | 5.72 | 5.80 | 6.07 | 4.70 | 4.84 | 6.05 | 6.24 | 6.01 | 4.98 | 4.80 | 5.48 | 6.02 | 5.82 | 5.83 | 0.88 |
Data as of 06/09/2026, Common starting date is 10/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBH (Neuberger Berman IMF Inc) |
-11.50%
Sep 2020 – Sep 2023 |
-4.40%
Apr 2021 – Apr 2026 |
0.00%
Oct 2012 – Oct 2022 |
2.61%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBH (Neuberger Berman IMF Inc) |
18.82%
Dec 2008 – Dec 2011 |
12.38%
Nov 2007 – Nov 2012 |
8.25%
Jun 2006 – Jun 2016 |
7.29%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison Chart