Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) | 13.49% | 31.49% | 18.24% | 6.13% | 23.08% | 17.58% | 13.76% | … | … |
Data as of 06/05/2026, Common starting date is 05/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) | 05/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.69 | 31.49 | 18.24 | 6.13 | 23.08 | 17.58 | 13.76 | … | … | 13.49 | 4.98 | 25.41 | 9.57 | -24.72 | 3.75 | 43.97 | 34.20 | 121.74 | 27.69 | 5.88 | -5.90 | 3.55 | 46.67 | 8.73 | -1.85 | 20.22 | 22.68 | -42.47 | 26.07 | 7.61 | 15.07 | 16.08 | 33.44 | -37.10 |
| Sharpe Ratio | NA | 1.14 | 0.64 | 0.16 | 0.73 | NA | NA | … | … | 1.08 | 0.08 | 1.00 | 0.32 | -0.81 | 0.15 | 1.18 | 1.77 | 2.11 | 2.07 | 0.29 | -0.33 | 0.18 | 2.97 | 0.50 | -0.06 | 0.85 | 0.74 | -1.12 | 1.23 | 0.22 | 0.79 | 0.83 | 1.58 | -1.66 |
| Standard Deviation(%) | NA | 25.26 | 23.49 | 25.00 | 29.66 | NA | NA | … | … | 29.48 | 26.12 | 21.68 | 18.79 | 32.20 | 25.29 | 36.77 | 18.54 | 57.30 | 13.15 | 19.47 | 17.96 | 19.51 | 15.72 | 17.33 | 33.20 | 23.59 | 30.71 | 38.83 | 18.65 | 18.87 | 16.15 | 18.17 | 20.75 | 31.95 |
| Draw Down(%) | NA | 16.71 | 29.65 | 37.44 | 40.17 | NA | NA | … | … | 16.71 | 26.83 | 12.54 | 19.31 | 31.27 | 19.81 | 35.80 | 14.51 | 24.95 | 6.88 | 20.93 | 16.90 | 18.29 | 6.27 | 12.18 | 27.44 | 18.19 | 26.53 | 50.62 | 10.27 | 17.08 | 12.25 | 18.54 | 11.67 | 43.95 |
| Yield(%) | 0.00 | 7.46 | 3.32 | 4.65 | 12.69 | 11.87 | 10.31 | … | … | 0.00 | 7.01 | 0.59 | 0.00 | 0.00 | 16.54 | 1.50 | 5.16 | 29.23 | 2.62 | 0.00 | 7.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 | 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 05/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) |
-15.88%
Feb 2006 – Feb 2009 |
-3.72%
Feb 2004 – Feb 2009 |
3.38%
Feb 2006 – Feb 2016 |
7.05%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMVX (NEUBERGER BERMAN SMALL CAP GROWTH FUND ADVISOR CLASS) |
64.11%
Feb 2016 – Feb 2019 |
49.67%
Feb 2016 – Feb 2021 |
26.34%
Feb 2009 – Feb 2019 |
20.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart