Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRECX (NEUBERGER BERMAN REAL ESTATE FUND CLASS C) | 13.45% | 10.73% | 8.57% | -1.57% | 4.00% | 5.40% | 5.14% | … | … |
Data as of 06/05/2026, Common starting date is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRECX (NEUBERGER BERMAN REAL ESTATE FUND CLASS C) | 08/07/1997 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 10.73 | 8.57 | -1.57 | 4.00 | 5.40 | 5.14 | … | … | 13.45 | -3.05 | 4.06 | 10.73 | -34.64 | 36.60 | -2.48 | 30.51 | -6.28 | 10.68 | 2.93 | 2.16 | 22.74 | -0.12 | 15.69 | 7.23 | -23.98 |
| Sharpe Ratio | NA | 0.61 | 0.32 | -0.20 | 0.11 | NA | NA | … | … | 2.20 | -0.36 | 0.03 | 0.37 | -1.30 | 2.47 | -0.07 | 2.35 | -0.50 | 1.10 | 0.17 | 0.13 | 2.19 | -0.01 | 1.20 | 0.25 | -0.07 |
| Standard Deviation(%) | NA | 13.19 | 16.57 | 19.51 | 20.33 | NA | NA | … | … | 14.43 | 16.58 | 16.21 | 19.52 | 27.79 | 14.83 | 38.99 | 12.36 | 15.53 | 9.15 | 16.00 | 16.62 | 10.38 | 14.60 | 13.14 | 28.64 | 59.87 |
| Draw Down(%) | NA | 8.08 | 18.45 | 42.45 | 42.45 | NA | NA | … | … | 8.08 | 15.08 | 12.67 | 21.81 | 35.48 | 8.13 | 37.64 | 6.21 | 12.43 | 5.14 | 14.44 | 16.15 | 7.10 | 17.38 | 8.43 | 22.87 | 38.17 |
| Yield(%) | 0.00 | 0.78 | 1.09 | 0.71 | 3.09 | 4.19 | 3.91 | … | … | 0.00 | 1.04 | 1.00 | 1.34 | 0.55 | 0.59 | 0.85 | 5.51 | 5.29 | 5.70 | 12.20 | 7.67 | 6.07 | 6.19 | 3.26 | 1.16 | 0.57 |
Data as of 06/05/2026, Common starting date is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRECX (NEUBERGER BERMAN REAL ESTATE FUND CLASS C) |
-9.02%
Apr 2021 – Apr 2024 |
-1.03%
May 2021 – May 2026 |
2.94%
Mar 2016 – Mar 2026 |
4.90%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRECX (NEUBERGER BERMAN REAL ESTATE FUND CLASS C) |
20.25%
Dec 2018 – Dec 2021 |
12.52%
Dec 2016 – Dec 2021 |
10.66%
Sep 2011 – Sep 2021 |
6.58%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart