Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRREX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R6) | 14.85% | 11.70% | 9.61% | 1.94% | 6.58% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRREX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R6) | 03/18/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.30 | 11.70 | 9.61 | 1.94 | 6.58 | NA | NA | … | … | 14.85 | -1.83 | 5.31 | 12.10 | -27.19 | 42.16 | -1.06 | 32.08 | -5.12 | 11.95 | 3.78 | 3.39 | 24.25 | -2.98 |
| Sharpe Ratio | NA | 0.73 | 0.40 | -0.01 | 0.24 | NA | NA | … | … | 2.36 | -0.28 | 0.10 | 0.43 | -1.15 | 2.84 | -0.03 | 2.48 | -0.42 | 1.23 | 0.22 | 0.20 | 2.34 | -0.24 |
| Standard Deviation(%) | NA | 13.17 | 16.57 | 18.72 | 19.95 | NA | NA | … | … | 14.37 | 16.61 | 16.21 | 19.59 | 24.90 | 14.86 | 38.98 | 12.36 | 15.47 | 9.19 | 16.06 | 16.66 | 10.38 | 15.78 |
| Draw Down(%) | NA | 7.82 | 17.93 | 35.28 | 37.57 | NA | NA | … | … | 7.82 | 14.97 | 12.35 | 21.18 | 33.11 | 8.07 | 37.57 | 6.05 | 12.35 | 5.13 | 14.41 | 15.57 | 7.05 | 17.03 |
| Yield(%) | 0.00 | 2.22 | 2.51 | 3.82 | 5.52 | 5.36 | 4.02 | … | … | 0.54 | 2.31 | 2.27 | 2.60 | 8.46 | 5.75 | 2.26 | 7.03 | 6.49 | 6.99 | 13.11 | 8.87 | 7.38 | 6.71 |
Data as of 06/10/2026, Common starting date is 03/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRREX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R6) |
-4.92%
Dec 2021 – Dec 2024 |
2.73%
May 2021 – May 2026 |
5.50%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRREX (NEUBERGER BERMAN REAL ESTATE FUND CLASS R6) |
22.93%
Dec 2018 – Dec 2021 |
14.56%
Dec 2016 – Dec 2021 |
8.22%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart