Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRARX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS R3) | 9.60% | 23.82% | 23.03% | 11.13% | 12.65% | 11.68% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRARX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS R3) | 06/05/2009 | 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 (%) | -0.71 | 23.82 | 23.03 | 11.13 | 12.65 | 11.68 | NA | … | … | 9.60 | 16.85 | 27.66 | 27.39 | -18.16 | 11.49 | 12.43 | 29.82 | -6.39 | 18.13 | 9.61 | -1.00 | 9.92 | 37.73 | 10.51 | -3.37 | 22.38 | 15.85 |
| Sharpe Ratio | NA | 1.80 | 1.26 | 0.45 | 0.58 | NA | NA | … | … | 1.69 | 0.82 | 1.95 | 1.26 | -0.71 | 0.69 | 0.35 | 2.25 | -0.50 | 2.45 | 0.67 | -0.07 | 0.88 | 3.28 | 0.77 | -0.14 | 1.26 | 1.70 |
| Standard Deviation(%) | NA | 13.56 | 16.40 | 19.25 | 19.18 | NA | NA | … | … | 14.66 | 17.15 | 12.31 | 19.07 | 27.54 | 16.54 | 34.57 | 12.61 | 15.62 | 7.18 | 14.11 | 14.80 | 11.30 | 11.51 | 13.74 | 24.49 | 17.72 | 17.10 |
| Draw Down(%) | NA | 10.09 | 16.35 | 31.69 | 34.10 | NA | NA | … | … | 10.09 | 16.35 | 7.54 | 8.86 | 25.88 | 12.08 | 34.10 | 6.68 | 19.29 | 2.74 | 11.32 | 11.66 | 7.66 | 4.97 | 11.80 | 22.98 | 12.90 | 8.62 |
| Yield(%) | 0.00 | 2.63 | 6.84 | 4.84 | 11.98 | 11.77 | 12.79 | … | … | 0.00 | 2.72 | 7.21 | 10.95 | 7.41 | 0.00 | 0.18 | 13.85 | 8.13 | 11.34 | 8.22 | 9.68 | 17.02 | 12.79 | 0.79 | 0.76 | 0.49 | 0.59 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| NRARX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS R3) |
0.35%
Sep 2019 – Sep 2022 |
3.71%
Sep 2017 – Sep 2022 |
7.39%
Oct 2013 – Oct 2023 |
10.41%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRARX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND CLASS R3) |
25.09%
Sep 2022 – Sep 2025 |
16.10%
Aug 2009 – Aug 2014 |
13.74%
Sep 2011 – Sep 2021 |
12.18%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart