Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBMTX (NEUBERGER BERMAN MID CAP GROWTH FUND TRUST CLASS) | 4.57% | 3.88% | 13.94% | 4.42% | 11.75% | 11.05% | 9.95% | … | … |
Data as of 06/10/2026, Common starting date is 11/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMTX (NEUBERGER BERMAN MID CAP GROWTH FUND TRUST CLASS) | 11/20/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.49 | 3.88 | 13.94 | 4.42 | 11.75 | 11.05 | 9.95 | … | … | 4.57 | 5.43 | 24.21 | 18.21 | -28.67 | 12.21 | 40.25 | 33.56 | -6.35 | 26.61 | 4.70 | 1.22 | 7.68 | 31.90 | 12.15 | 1.38 | 28.14 | 29.08 | -41.14 | 21.26 | 14.20 | 13.07 | 16.03 | 30.55 | -31.23 | -29.68 | -11.38 | 49.58 | 15.98 | 29.90 | 9.74 | -0.39 |
| Sharpe Ratio | NA | 0.16 | 0.56 | 0.11 | 0.45 | NA | NA | … | … | 0.53 | 0.11 | 1.08 | 0.83 | -0.91 | 0.57 | 1.13 | 2.01 | -0.38 | 2.64 | 0.27 | 0.07 | 0.50 | 2.48 | 0.79 | 0.05 | 1.42 | 1.17 | -1.10 | 1.03 | 0.69 | 0.78 | 0.99 | 1.54 | -1.12 | -0.89 | -0.31 | 1.74 | 0.46 | 1.43 | 0.43 | -0.62 |
| Standard Deviation(%) | NA | 20.79 | 21.39 | 23.61 | 22.75 | NA | NA | … | … | 24.30 | 24.21 | 18.98 | 17.63 | 33.23 | 21.31 | 35.23 | 15.94 | 20.23 | 9.87 | 16.40 | 16.24 | 15.25 | 12.85 | 15.49 | 27.00 | 19.70 | 24.84 | 38.11 | 17.58 | 15.65 | 13.83 | 15.23 | 19.32 | 28.92 | 36.67 | 50.18 | 26.52 | 26.91 | 18.28 | 13.98 | 12.14 |
| Draw Down(%) | NA | 17.75 | 25.98 | 38.19 | 38.19 | NA | NA | … | … | 14.33 | 25.98 | 11.17 | 15.25 | 33.26 | 14.06 | 34.10 | 8.57 | 25.02 | 4.21 | 16.93 | 13.15 | 11.10 | 5.82 | 10.96 | 20.67 | 13.03 | 19.03 | 50.15 | 10.67 | 14.42 | 9.49 | 13.13 | 11.22 | 37.61 | 48.74 | 43.31 | 14.04 | 38.59 | 12.09 | 18.35 | 5.30 |
| Yield(%) | 0.00 | 18.73 | 12.89 | 8.90 | 7.21 | 7.99 | 8.29 | … | … | 0.00 | 19.69 | 11.39 | 3.68 | 3.33 | 15.87 | 12.02 | 6.91 | 9.78 | 5.95 | 2.93 | 5.03 | 7.86 | 5.25 | 3.89 | 0.02 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 | 17.45 | 10.41 | 5.72 | 21.38 | 7.38 | 3.34 |
Data as of 06/10/2026, Common starting date is 11/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMTX (NEUBERGER BERMAN MID CAP GROWTH FUND TRUST CLASS) |
-31.08%
Feb 2000 – Feb 2003 |
-12.75%
Mar 2000 – Mar 2005 |
-4.80%
Feb 2000 – Feb 2010 |
1.75%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMTX (NEUBERGER BERMAN MID CAP GROWTH FUND TRUST CLASS) |
39.78%
Mar 1997 – Mar 2000 |
23.76%
Feb 2009 – Feb 2014 |
16.20%
Feb 2009 – Feb 2019 |
14.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart