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
NMUCX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS C) 2.89% 13.57% 16.78% 5.15% 7.70% 8.78% NA
Data as of 06/10/2026, Common starting date is 12/22/2009
More Performance Analytics Comparison
Name Start Date End Date
NMUCX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS C) 12/22/2009 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
Annualized Return (%) -1.69 13.57 16.78 5.15 7.70 8.78 NA 2.89 13.52 19.17 24.64 -9.53 -7.55 -10.87 26.73 -5.83 23.52 11.95 -1.69 5.57 41.41 18.61 -0.96 12.50 -0.12
Sharpe Ratio NA 1.18 0.57 0.08 0.21 NA NA 0.55 0.63 1.31 0.55 -0.21 -0.22 -0.25 1.92 -0.42 2.76 0.79 -0.11 0.49 3.70 1.40 -0.04 0.70 -0.58
Standard Deviation(%) NA 11.44 25.08 33.82 28.94 NA NA 12.91 16.89 11.86 38.61 52.00 33.73 43.96 13.16 17.35 8.32 14.78 15.53 11.43 11.18 13.35 23.78 17.68 8.44
Draw Down(%) NA 8.74 19.98 52.76 52.76 NA NA 8.74 16.08 5.71 19.98 36.91 28.44 39.46 7.26 19.29 3.44 12.25 12.31 8.65 5.38 9.98 21.44 15.87 1.17
Yield(%) 0.00 0.80 8.21 5.94 8.34 9.36 8.21 0.00 0.82 3.52 22.61 19.48 0.00 0.00 20.76 9.27 11.51 3.15 2.78 3.61 2.51 1.50 2.60 0.00 0.00
Data as of 06/10/2026, 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
NMUCX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS C) -13.62%
Sep 2019 – Sep 2022
-5.06%
Sep 2017 – Sep 2022
3.38%
Oct 2013 – Oct 2023
8.06%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NMUCX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND CLASS C) 26.95%
Sep 2022 – Sep 2025
16.72%
Jun 2010 – Jun 2015
13.02%
Aug 2010 – Aug 2020
9.90%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return