Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 3.42% | 14.93% | 17.84% | 6.26% | 8.89% | 9.99% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 12/14/2006 | 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.70 | 14.93 | 17.84 | 6.26 | 8.89 | 9.99 | NA | … | … | 3.42 | 14.81 | 20.55 | 25.11 | -8.74 | -6.01 | -9.62 | 28.20 | -4.78 | 24.82 | 13.23 | -0.63 | 6.73 | 43.05 | 19.96 | 0.20 | 13.72 | 27.81 | -36.81 | 3.13 | -0.88 |
| Sharpe Ratio | NA | 1.30 | 0.65 | 0.12 | 0.26 | NA | NA | … | … | 0.67 | 0.71 | 1.44 | 0.59 | -0.20 | -0.18 | -0.22 | 2.04 | -0.36 | 2.92 | 0.88 | -0.04 | 0.59 | 3.84 | 1.51 | 0.01 | 0.77 | 1.02 | -0.92 | 0.00 | -3.18 |
| Standard Deviation(%) | NA | 11.40 | 23.97 | 32.76 | 28.33 | NA | NA | … | … | 12.90 | 16.75 | 11.79 | 36.51 | 50.55 | 33.14 | 43.93 | 13.11 | 17.35 | 8.31 | 14.86 | 15.52 | 11.46 | 11.19 | 13.33 | 23.81 | 17.80 | 27.16 | 40.94 | 17.04 | 7.45 |
| Draw Down(%) | NA | 8.51 | 18.98 | 51.42 | 51.42 | NA | NA | … | … | 8.51 | 15.84 | 5.72 | 18.98 | 35.59 | 27.89 | 39.35 | 7.17 | 19.04 | 3.29 | 12.17 | 11.94 | 8.54 | 5.26 | 9.89 | 21.20 | 15.80 | 24.36 | 47.30 | 11.94 | 1.44 |
| Yield(%) | 0.00 | 0.76 | 7.95 | 6.04 | 8.50 | 10.03 | 7.27 | … | … | 0.00 | 0.79 | 3.45 | 21.87 | 19.51 | 0.40 | 0.27 | 21.73 | 9.56 | 11.72 | 4.03 | 3.56 | 4.35 | 2.95 | 2.33 | 2.79 | 0.61 | 2.10 | 0.43 | 0.64 | 0.16 |
Data as of 06/10/2026, Common starting date is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-12.37%
Sep 2019 – Sep 2022 |
-3.83%
Sep 2017 – Sep 2022 |
4.60%
Oct 2013 – Oct 2023 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMULX (NEUBERGER BERMAN MULTI-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
27.95%
Sep 2022 – Sep 2025 |
23.96%
Feb 2009 – Feb 2014 |
16.72%
Feb 2009 – Feb 2019 |
12.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart