Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NMUAX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS A) 4.22% 15.89% 15.82% 4.80% 7.77% 9.19% NA
Data as of 06/08/2026, Common starting date is 12/22/2009
More Performance Analytics Comparison
Name Start Date End Date
NMUAX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS A) 12/22/2009 06/08/2026
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 (%) -1.54 15.89 15.82 4.80 7.77 9.19 NA 4.22 14.35 20.09 17.98 -9.56 -6.29 -10.00 27.69 -5.17 24.42 12.82 -1.01 6.35 42.68 19.51 -0.25 13.35 -0.12
Sharpe Ratio NA 1.26 0.94 0.08 0.24 NA NA 0.64 0.68 1.39 1.15 -0.22 -0.19 -0.23 2.00 -0.38 2.87 0.85 -0.07 0.55 3.81 1.47 -0.01 0.75 -0.58
Standard Deviation(%) NA 11.40 13.69 28.89 26.13 NA NA 12.92 16.87 11.81 12.62 50.22 33.11 43.90 13.10 17.33 8.31 14.87 15.50 11.42 11.20 13.39 23.86 17.73 8.44
Draw Down(%) NA 8.58 17.37 51.59 51.59 NA NA 8.58 15.99 5.74 11.02 35.83 27.87 39.41 7.15 19.12 3.31 12.17 12.09 8.55 5.28 9.93 21.25 15.82 1.17
Yield(%) 0.00 0.74 7.88 5.87 8.12 9.58 8.52 0.00 0.77 3.31 21.67 19.02 0.08 0.02 21.19 9.25 11.39 3.56 3.15 3.96 2.77 2.06 2.66 0.26 0.00
Data as of 06/08/2026, Common starting date is 12/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NMUAX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS A) -12.71%
Sep 2019 – Sep 2022
-4.18%
Sep 2017 – Sep 2022
4.16%
Oct 2013 – Oct 2023
8.43%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NMUAX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS A) 24.97%
Sep 2022 – Sep 2025
17.61%
Jun 2010 – Jun 2015
13.86%
Aug 2010 – Aug 2020
10.27%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return