Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGLAX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS A) | NA | -250,570.13% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGLAX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS A) | 05/03/2011 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -250,570.13 | nan | nan | nan | NA | NA | … | … | 3.45 | -12.98 | -0.96 | 8.84 | 18.17 | -8.95 | 17.63 | 3.77 | -5.42 | -1.33 | 14.97 | 11.46 | -2.28 |
| Sharpe Ratio | NA | -0.45 | 0.16 | 0.20 | 0.35 | NA | NA | … | … | 4.42 | -0.98 | -0.07 | 0.42 | 2.26 | -1.02 | 3.75 | 0.35 | -0.53 | -0.21 | 1.80 | 1.10 | -0.23 |
| Standard Deviation(%) | NA | 14.44 | 15.26 | 13.01 | 10.97 | NA | NA | … | … | 5.97 | 14.78 | 15.06 | 20.59 | 7.41 | 10.11 | 4.55 | 10.27 | 10.31 | 6.53 | 8.30 | 10.45 | 15.18 |
| Draw Down(%) | NA | 17.10 | 28.86 | 28.86 | 28.86 | NA | NA | … | … | 0.57 | 20.58 | 13.62 | 28.86 | 4.52 | 15.83 | 1.57 | 7.94 | 12.37 | 7.62 | 8.06 | 9.24 | 10.33 |
| Yield(%) | 100.04 | 92.52 | 36.14 | 23.18 | 14.45 | 10.31 | 7.73 | … | … | 102.48 | 1.60 | 14.49 | 1.62 | 3.18 | 4.17 | 5.73 | 0.00 | 0.20 | 2.21 | 8.91 | 1.23 | 8.33 |
Data as of 02/17/2023, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLAX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS A) |
-1.10%
Nov 2013 – Nov 2016 |
-0.02%
Mar 2015 – Mar 2020 |
3.63%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLAX (NEUBERGER BERMAN GLOBAL ALLOCATION FUND CLASS A) |
13.50%
Dec 2018 – Dec 2021 |
9.38%
Dec 2016 – Dec 2021 |
6.87%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart