Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRACX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS C) | 10.86% | 25.17% | 22.93% | 10.67% | 11.80% | 11.01% | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRACX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS C) | 06/05/2009 | 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 (%) | -0.32 | 25.17 | 22.93 | 10.67 | 11.80 | 11.01 | NA | … | … | 10.86 | 16.27 | 26.98 | 25.59 | -18.51 | 10.79 | 11.79 | 27.89 | -6.84 | 17.49 | 9.10 | -1.49 | 9.41 | 36.96 | 9.90 | -3.86 | 21.67 | 15.59 |
| Sharpe Ratio | NA | 1.75 | 1.39 | 0.44 | 0.55 | NA | NA | … | … | 1.65 | 0.78 | 1.90 | 1.77 | -0.72 | 0.65 | 0.33 | 2.13 | -0.53 | 2.37 | 0.63 | -0.10 | 0.83 | 3.21 | 0.72 | -0.16 | 1.22 | 1.67 |
| Standard Deviation(%) | NA | 13.55 | 14.16 | 18.22 | 18.66 | NA | NA | … | … | 14.63 | 17.15 | 12.32 | 12.54 | 27.73 | 16.64 | 34.57 | 12.43 | 15.63 | 7.13 | 14.14 | 14.80 | 11.32 | 11.51 | 13.76 | 24.48 | 17.68 | 17.11 |
| Draw Down(%) | NA | 10.15 | 16.43 | 32.28 | 34.13 | NA | NA | … | … | 10.15 | 16.43 | 7.58 | 7.85 | 26.37 | 12.23 | 34.13 | 6.71 | 19.42 | 2.79 | 11.38 | 11.79 | 7.76 | 5.01 | 11.89 | 23.13 | 13.04 | 8.70 |
| Yield(%) | 0.00 | 2.75 | 7.07 | 4.90 | 11.57 | 11.33 | 12.29 | … | … | 0.00 | 2.83 | 7.43 | 11.20 | 7.53 | 0.00 | 0.00 | 12.40 | 8.05 | 11.15 | 7.77 | 9.33 | 16.87 | 12.28 | 0.32 | 0.26 | 0.13 | 0.74 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| NRACX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS C) |
-0.22%
Sep 2019 – Sep 2022 |
2.95%
Sep 2017 – Sep 2022 |
6.74%
Oct 2013 – Oct 2023 |
9.70%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRACX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS C) |
24.11%
Sep 2022 – Sep 2025 |
15.47%
Aug 2009 – Aug 2014 |
13.05%
Sep 2011 – Sep 2021 |
11.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart