Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBRRX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS R3) | 12.25% | 29.35% | 13.97% | 6.53% | 7.65% | 8.33% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRRX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS R3) | 06/22/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.52 | 29.35 | 13.97 | 6.53 | 7.65 | 8.33 | NA | … | … | 12.25 | 10.49 | 8.52 | 10.55 | -10.17 | 31.86 | -4.51 | 16.85 | -15.20 | 16.27 | 17.76 | -8.68 | 12.65 | 36.08 | 15.41 | -7.05 | 21.87 |
| Sharpe Ratio | NA | 1.70 | 0.64 | 0.20 | 0.28 | NA | NA | … | … | 1.52 | 0.36 | 0.33 | 0.41 | -0.47 | 1.85 | -0.11 | 0.98 | -1.09 | 1.75 | 0.98 | -0.57 | 1.09 | 3.27 | 1.18 | -0.24 | 2.19 |
| Standard Deviation(%) | NA | 15.74 | 17.67 | 19.37 | 21.64 | NA | NA | … | … | 16.96 | 21.48 | 14.88 | 16.98 | 24.74 | 17.18 | 44.64 | 15.64 | 15.22 | 8.95 | 17.94 | 15.20 | 11.59 | 11.04 | 13.09 | 29.25 | 20.51 |
| Draw Down(%) | NA | 9.94 | 24.74 | 24.74 | 52.57 | NA | NA | … | … | 9.94 | 23.79 | 8.73 | 13.85 | 21.52 | 8.59 | 50.05 | 12.17 | 24.25 | 4.73 | 13.45 | 16.48 | 9.99 | 4.90 | 11.40 | 28.92 | 9.04 |
| Yield(%) | 0.00 | 11.23 | 6.65 | 3.77 | 5.09 | 6.58 | 6.21 | … | … | 0.00 | 10.75 | 5.93 | 1.55 | 0.33 | 0.10 | 0.01 | 0.89 | 8.50 | 8.64 | 0.64 | 12.04 | 12.09 | 7.64 | 0.67 | 0.18 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRRX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS R3) |
-13.46%
Mar 2017 – Mar 2020 |
-6.78%
Mar 2015 – Mar 2020 |
3.79%
Apr 2015 – Apr 2025 |
7.18%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRRX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND CLASS R3) |
24.36%
Mar 2020 – Mar 2023 |
16.16%
Mar 2020 – Mar 2025 |
11.27%
Sep 2011 – Sep 2021 |
9.04%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart