Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) | 10.87% | 27.25% | 13.83% | 6.94% | 8.34% | 9.00% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) | 03/09/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.07 | 27.25 | 13.83 | 6.94 | 8.34 | 9.00 | NA | … | … | 10.87 | 11.18 | 9.20 | 11.21 | -9.60 | 32.66 | -3.91 | 17.58 | -14.69 | 17.01 | 18.41 | -8.05 | 13.29 | 36.98 | 16.18 | -6.45 | 18.81 |
| Sharpe Ratio | NA | 1.75 | 0.68 | 0.23 | 0.31 | NA | NA | … | … | 1.57 | 0.39 | 0.37 | 0.45 | -0.45 | 1.90 | -0.09 | 1.03 | -1.06 | 1.83 | 1.01 | -0.53 | 1.14 | 3.34 | 1.24 | -0.22 | 0.96 |
| Standard Deviation(%) | NA | 15.73 | 17.73 | 19.41 | 21.65 | NA | NA | … | … | 16.96 | 21.50 | 14.89 | 17.11 | 24.78 | 17.22 | 44.57 | 15.67 | 15.20 | 8.96 | 18.00 | 15.23 | 11.63 | 11.06 | 13.09 | 29.22 | 24.24 |
| Draw Down(%) | NA | 9.87 | 24.60 | 24.60 | 51.97 | NA | NA | … | … | 9.87 | 23.72 | 8.71 | 13.47 | 21.17 | 8.58 | 49.95 | 11.89 | 23.93 | 4.72 | 13.36 | 16.18 | 9.92 | 4.85 | 11.25 | 28.68 | 18.84 |
| Yield(%) | 0.00 | 11.75 | 7.25 | 4.36 | 4.90 | 6.52 | 5.93 | … | … | 0.00 | 11.37 | 6.51 | 2.25 | 0.89 | 0.79 | 0.28 | 1.57 | 7.44 | 7.62 | 0.97 | 10.46 | 10.97 | 7.35 | 1.18 | 0.72 | 0.46 |
Data as of 06/10/2026, Common starting date is 03/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) |
-12.96%
Mar 2017 – Mar 2020 |
-6.22%
Mar 2015 – Mar 2020 |
4.43%
Apr 2015 – Apr 2025 |
7.62%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRTX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INSTITUTIONAL CLASS) |
25.15%
Mar 2020 – Mar 2023 |
17.88%
Jun 2010 – Jun 2015 |
11.95%
Sep 2011 – Sep 2021 |
9.71%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart