Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBRVX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INVESTOR CLASS) | 10.85% | 27.12% | 13.70% | 6.81% | 8.18% | 8.81% | 7.57% | … | … |
Data as of 06/10/2026, Common starting date is 12/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBRVX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INVESTOR CLASS) | 12/10/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.06 | 27.12 | 13.70 | 6.81 | 8.18 | 8.81 | 7.57 | … | … | 10.85 | 11.01 | 9.11 | 11.10 | -9.73 | 32.67 | -4.30 | 17.22 | -14.67 | 16.78 | 18.06 | -8.25 | 13.12 | 36.72 | 15.77 | -6.80 | 26.36 | 48.03 | -47.26 | 4.83 | 11.00 | 12.42 | 22.34 | 35.88 | -11.69 | -13.61 | 24.26 | 4.67 |
| Sharpe Ratio | NA | 1.74 | 0.68 | 0.23 | 0.30 | NA | NA | … | … | 1.57 | 0.38 | 0.37 | 0.44 | -0.45 | 1.90 | -0.10 | 1.01 | -1.06 | 1.80 | 1.00 | -0.54 | 1.13 | 3.33 | 1.21 | -0.23 | 1.12 | 1.27 | -1.01 | 0.09 | 0.47 | 0.73 | 1.93 | 2.62 | -0.62 | -0.82 | 1.12 | 7.87 |
| Standard Deviation(%) | NA | 15.71 | 17.65 | 19.36 | 21.64 | NA | NA | … | … | 16.90 | 21.47 | 14.72 | 17.07 | 24.75 | 17.21 | 44.63 | 15.66 | 15.19 | 9.02 | 17.92 | 15.22 | 11.64 | 11.03 | 13.09 | 29.16 | 23.44 | 37.74 | 47.51 | 19.80 | 16.08 | 13.85 | 11.09 | 13.41 | 20.57 | 19.84 | 17.87 | 15.69 |
| Draw Down(%) | NA | 9.88 | 24.62 | 24.62 | 52.07 | NA | NA | … | … | 9.88 | 23.72 | 8.71 | 13.52 | 21.21 | 8.57 | 49.98 | 12.05 | 23.80 | 4.72 | 13.42 | 16.28 | 9.93 | 4.85 | 11.32 | 28.81 | 18.91 | 32.75 | 62.08 | 16.88 | 14.95 | 8.98 | 7.17 | 11.03 | 26.35 | 19.93 | 8.30 | 2.33 |
| Yield(%) | 0.00 | 11.59 | 7.10 | 4.25 | 4.68 | 6.26 | 5.56 | … | … | 0.00 | 11.20 | 6.38 | 2.13 | 0.79 | 0.72 | 0.04 | 1.26 | 7.11 | 7.36 | 0.61 | 10.23 | 10.79 | 7.10 | 0.86 | 0.39 | 0.13 | 0.96 | 3.27 | 10.95 | 0.62 | 8.76 | 8.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 |
Data as of 06/10/2026, Common starting date is 12/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRVX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INVESTOR CLASS) |
-21.43%
Feb 2006 – Feb 2009 |
-8.20%
Feb 2004 – Feb 2009 |
2.84%
Aug 2000 – Aug 2010 |
3.23%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBRVX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND INVESTOR CLASS) |
33.09%
Feb 2009 – Feb 2012 |
28.09%
Feb 2009 – Feb 2014 |
17.17%
Feb 2009 – Feb 2019 |
13.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart