Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVAAX (NEUBERGER BERMAN VALUE FUND CLASS A) | NA | 3.64% | 10.07% | 7.16% | NA | NA | NA | … | … |
Data as of 08/16/2019, Common starting date is 03/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVAAX (NEUBERGER BERMAN VALUE FUND CLASS A) | 03/03/2011 | 08/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.29 | 3.64 | 10.07 | 7.16 | NA | NA | NA | … | … | 8.43 | -0.64 | 13.52 | 28.21 | -12.62 | 9.63 | 29.94 | 17.52 | -1.89 |
| Sharpe Ratio | NA | 0.17 | 0.87 | 0.48 | NA | NA | NA | … | … | 1.07 | -0.16 | 1.99 | 1.54 | -0.72 | 0.82 | 2.47 | 1.24 | -0.09 |
| Standard Deviation(%) | NA | 12.13 | 10.43 | 14.03 | NA | NA | NA | … | … | 11.37 | 12.46 | 6.50 | 18.14 | 17.61 | 11.70 | 12.11 | 14.24 | 24.25 |
| Draw Down(%) | NA | 12.02 | 12.02 | 25.63 | NA | NA | NA | … | … | 7.90 | 12.02 | 3.65 | 13.47 | 17.40 | 9.94 | 4.54 | 10.83 | 18.10 |
| Yield(%) | 0.00 | 7.42 | 6.53 | 5.42 | 4.50 | 3.00 | 2.25 | … | … | 0.00 | 7.68 | 9.54 | 0.52 | 2.34 | 6.25 | 0.41 | 1.80 | 0.68 |
Data as of 08/16/2019, Common starting date is 03/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVAAX (NEUBERGER BERMAN VALUE FUND CLASS A) |
3.37%
Jan 2013 – Jan 2016 |
6.74%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVAAX (NEUBERGER BERMAN VALUE FUND CLASS A) |
21.31%
Sep 2011 – Sep 2014 |
13.90%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart