Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRERX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R3) | 14.16% | 10.59% | 8.73% | -1.33% | 4.48% | 6.14% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRERX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R3) | 06/22/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.32 | 10.59 | 8.73 | -1.33 | 4.48 | 6.14 | NA | … | … | 14.16 | -3.50 | 4.51 | 11.33 | -34.37 | 37.33 | -2.01 | 31.12 | -5.80 | 11.23 | 3.27 | 2.69 | 23.44 | 0.33 | 16.27 | 7.79 | 14.19 |
| Sharpe Ratio | NA | 0.64 | 0.35 | -0.18 | 0.14 | NA | NA | … | … | 2.22 | -0.39 | -0.13 | 0.37 | -1.29 | 2.51 | -0.06 | 2.40 | -0.46 | 1.16 | 0.19 | 0.16 | 2.26 | 0.02 | 1.25 | 0.27 | 1.23 |
| Standard Deviation(%) | NA | 13.21 | 16.56 | 19.51 | 20.34 | NA | NA | … | … | 14.42 | 16.67 | 16.17 | 19.54 | 27.81 | 14.86 | 38.97 | 12.39 | 15.52 | 9.20 | 16.03 | 16.67 | 10.34 | 14.65 | 13.07 | 28.58 | 22.95 |
| Draw Down(%) | NA | 8.21 | 18.29 | 42.02 | 42.02 | NA | NA | … | … | 8.21 | 15.07 | 12.56 | 21.60 | 35.22 | 8.11 | 37.59 | 6.13 | 12.43 | 5.16 | 14.47 | 15.91 | 7.11 | 17.22 | 8.32 | 22.84 | 9.44 |
| Yield(%) | 0.00 | 1.20 | 1.63 | 1.12 | 3.56 | 4.90 | 4.45 | … | … | 0.00 | 1.61 | 1.56 | 1.89 | 0.97 | 1.21 | 1.35 | 6.17 | 5.85 | 6.28 | 12.62 | 8.23 | 6.67 | 6.72 | 3.79 | 1.67 | 0.75 |
Data as of 06/10/2026, Common starting date is 06/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRERX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R3) |
-8.60%
Dec 2021 – Dec 2024 |
-0.57%
May 2021 – May 2026 |
3.43%
Mar 2016 – Mar 2026 |
5.41%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRERX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R3) |
20.84%
Dec 2018 – Dec 2021 |
13.08%
Dec 2016 – Dec 2021 |
11.20%
Sep 2011 – Sep 2021 |
6.60%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart