Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBPIX (NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 16.41% | 35.99% | 16.69% | 8.18% | 13.19% | 11.43% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBPIX (NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 06/28/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 35.99 | 16.69 | 8.18 | 13.19 | 11.43 | NA | … | … | 16.41 | 14.65 | 11.09 | -1.55 | -1.03 | 23.48 | 14.35 | 24.18 | -1.10 | 13.62 | 28.45 | -12.39 | 11.15 | 31.72 | 17.17 | -11.10 | 15.57 | 56.34 | -51.83 | 10.13 | 13.25 |
| Sharpe Ratio | NA | 2.93 | 1.08 | 0.38 | 0.66 | NA | NA | … | … | 2.95 | 0.76 | 0.45 | -0.50 | -0.13 | 1.33 | 0.36 | 2.43 | -0.19 | 2.03 | 1.56 | -0.70 | 0.92 | 2.56 | 1.17 | -0.39 | 0.65 | 1.46 | -1.01 | 0.36 | 1.67 |
| Standard Deviation(%) | NA | 11.39 | 12.43 | 14.44 | 17.78 | NA | NA | … | … | 13.59 | 15.77 | 10.10 | 11.63 | 19.06 | 17.68 | 39.27 | 9.38 | 12.54 | 6.44 | 18.07 | 17.63 | 12.11 | 12.37 | 14.79 | 28.54 | 23.85 | 38.59 | 52.06 | 20.08 | 14.60 |
| Draw Down(%) | NA | 7.02 | 13.74 | 19.76 | 38.99 | NA | NA | … | … | 7.02 | 13.24 | 7.44 | 11.34 | 19.76 | 9.03 | 38.99 | 5.42 | 12.92 | 3.72 | 13.37 | 17.27 | 10.28 | 4.61 | 12.08 | 29.02 | 20.94 | 29.51 | 66.19 | 15.26 | 7.05 |
| Yield(%) | 0.00 | 7.18 | 4.33 | 2.94 | 6.06 | 6.93 | 5.67 | … | … | 0.00 | 7.43 | 2.46 | 2.46 | 1.65 | 1.77 | 1.69 | 4.81 | 12.66 | 8.93 | 4.66 | 7.89 | 13.91 | 18.96 | 1.63 | 0.58 | 0.32 | 1.02 | 1.14 | 4.49 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPIX (NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
-11.68%
Jun 2007 – Jun 2010 |
-5.39%
May 2007 – May 2012 |
4.05%
May 2007 – May 2017 |
6.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPIX (NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
26.40%
Feb 2009 – Feb 2012 |
23.98%
Feb 2009 – Feb 2014 |
16.06%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart