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
NPNEX (Neuberger Berman Large Cap Value Fund Class E Shares) 16.70% 36.78% 17.38% NA NA NA NA
Data as of 06/05/2026, Common starting date is 01/26/2022
More Performance Analytics Comparison
Name Start Date End Date
NPNEX (Neuberger Berman Large Cap Value Fund Class E Shares) 01/26/2022 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -0.69 36.78 17.38 NA NA NA NA 16.70 21.58 11.71 -0.93 -0.29
Sharpe Ratio NA 3.01 1.13 NA NA NA NA 3.00 1.31 0.80 -0.38 -0.10
Standard Deviation(%) NA 11.36 12.55 NA NA NA NA 13.61 14.37 10.07 12.03 19.16
Draw Down(%) NA 6.94 13.58 NA NA NA NA 6.94 13.15 7.44 10.94 19.56
Yield(%) 0.00 7.81 5.01 3.29 1.65 1.10 0.82 0.00 8.11 3.17 3.09 2.22
Data as of 06/05/2026, Common starting date is 01/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NPNEX (Neuberger Berman Large Cap Value Fund Class E Shares) 2.97%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NPNEX (Neuberger Berman Large Cap Value Fund Class E Shares) 18.48%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return