Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMGRX (NEUBERGER BERMAN MID CAP GROWTH FUND CLASS R3) | 6.84% | 5.74% | 14.92% | 1.97% | 8.76% | 8.93% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMGRX (NEUBERGER BERMAN MID CAP GROWTH FUND CLASS R3) | 06/05/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.00 | 5.74 | 14.92 | 1.97 | 8.76 | 8.93 | NA | … | … | 6.84 | 5.02 | 23.59 | 20.32 | -28.92 | -4.11 | 28.45 | 33.18 | -6.77 | 22.92 | 4.31 | 0.97 | 7.27 | 31.47 | 11.86 | 1.02 | 27.48 | 19.20 |
| Sharpe Ratio | NA | 0.14 | 0.54 | -0.02 | 0.30 | NA | NA | … | … | 0.52 | 0.09 | 1.05 | 0.93 | -0.92 | -0.15 | 0.77 | 1.99 | -0.40 | 2.25 | 0.25 | 0.06 | 0.48 | 2.44 | 0.77 | 0.04 | 1.38 | 2.03 |
| Standard Deviation(%) | NA | 20.82 | 21.38 | 24.87 | 23.62 | NA | NA | … | … | 24.30 | 24.23 | 18.96 | 18.03 | 33.20 | 27.32 | 36.66 | 15.92 | 20.24 | 9.93 | 16.40 | 16.21 | 15.24 | 12.87 | 15.45 | 26.98 | 19.79 | 17.57 |
| Draw Down(%) | NA | 17.91 | 26.10 | 47.20 | 47.20 | NA | NA | … | … | 14.37 | 26.03 | 11.20 | 15.31 | 33.49 | 24.84 | 34.12 | 8.63 | 25.11 | 4.24 | 17.01 | 13.19 | 11.28 | 5.84 | 11.03 | 20.71 | 13.26 | 7.37 |
| Yield(%) | 0.00 | 18.69 | 12.97 | 6.00 | 4.72 | 5.70 | 6.74 | … | … | 0.00 | 19.66 | 11.31 | 3.72 | 3.36 | 0.00 | 0.00 | 6.95 | 9.79 | 5.87 | 2.89 | 4.93 | 7.69 | 4.85 | 3.65 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMGRX (NEUBERGER BERMAN MID CAP GROWTH FUND CLASS R3) |
-9.53%
Oct 2020 – Oct 2023 |
-0.26%
Mar 2021 – Mar 2026 |
4.90%
Oct 2013 – Oct 2023 |
7.87%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMGRX (NEUBERGER BERMAN MID CAP GROWTH FUND CLASS R3) |
22.54%
Oct 2018 – Oct 2021 |
19.36%
Oct 2016 – Oct 2021 |
14.50%
Aug 2010 – Aug 2020 |
11.09%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart