Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGRDX (Neuberger Berman Guardian Fund Class R6) | 1.82% | 11.70% | 17.97% | 11.56% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGRDX (Neuberger Berman Guardian Fund Class R6) | 03/29/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.09 | 11.70 | 17.97 | 11.56 | NA | NA | NA | … | … | 1.82 | 14.13 | 24.04 | 36.65 | -23.89 | 27.62 | 34.83 | 19.35 |
| Sharpe Ratio | NA | 0.85 | 0.91 | 0.50 | NA | NA | NA | … | … | 0.40 | 0.55 | 1.36 | 2.18 | -0.94 | 1.96 | 1.07 | 2.08 |
| Standard Deviation(%) | NA | 13.81 | 17.16 | 19.07 | NA | NA | NA | … | … | 15.63 | 20.57 | 15.03 | 15.27 | 27.03 | 14.06 | 32.19 | 11.95 |
| Draw Down(%) | NA | 14.06 | 20.85 | 28.31 | NA | NA | NA | … | … | 12.61 | 20.85 | 9.40 | 8.24 | 27.56 | 7.15 | 31.99 | 7.20 |
| Yield(%) | 0.00 | 12.11 | 9.62 | 8.37 | 8.29 | 5.53 | 4.14 | … | … | 0.00 | 12.59 | 7.35 | 5.96 | 4.71 | 12.89 | 9.59 | 7.23 |
Data as of 06/10/2026, Common starting date is 03/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGRDX (Neuberger Berman Guardian Fund Class R6) |
7.09%
Oct 2021 – Oct 2024 |
10.54%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGRDX (Neuberger Berman Guardian Fund Class R6) |
25.99%
Sep 2022 – Sep 2025 |
19.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart