Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNROX (Neuberger Berman Real Estate Securities Income Fd Inc) | 8.15% | 10.95% | 10.92% | 0.91% | 1.16% | 3.08% | -4.31% | … | … |
Data as of 06/05/2026, Common starting date is 11/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNROX (Neuberger Berman Real Estate Securities Income Fd Inc) | 11/11/2003 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 10.95 | 10.92 | 0.91 | 1.16 | 3.08 | -4.31 | … | … | 8.15 | -1.29 | 10.21 | 18.09 | -31.85 | 32.46 | -13.28 | 26.12 | -16.15 | 0.72 | 2.64 | -7.95 | 27.62 | 0.52 | 20.23 | -0.23 | 27.83 | 39.11 | -79.76 | -41.33 | 25.78 | -2.47 | 15.31 | 3.51 |
| Sharpe Ratio | NA | 0.65 | 0.46 | -0.08 | -0.02 | NA | NA | … | … | 1.27 | -0.25 | 0.43 | 0.69 | -1.35 | 2.54 | -0.25 | 2.14 | -1.20 | 0.01 | 0.14 | -0.53 | 2.78 | 0.03 | 1.76 | -0.01 | 1.38 | 0.65 | -0.87 | -1.46 | 1.52 | -0.28 | 0.70 | 5.64 |
| Standard Deviation(%) | NA | 12.69 | 16.57 | 18.63 | 23.17 | NA | NA | … | … | 13.86 | 16.86 | 15.21 | 20.98 | 24.65 | 12.78 | 54.68 | 11.50 | 14.72 | 9.40 | 16.98 | 15.02 | 9.91 | 15.01 | 11.54 | 27.51 | 20.09 | 59.61 | 92.14 | 30.47 | 14.78 | 16.64 | 20.40 | 5.05 |
| Draw Down(%) | NA | 8.94 | 21.92 | 37.11 | 56.24 | NA | NA | … | … | 8.94 | 16.01 | 11.65 | 21.47 | 37.11 | 5.26 | 56.24 | 6.41 | 20.45 | 6.39 | 15.68 | 19.73 | 6.58 | 19.29 | 7.79 | 25.86 | 13.66 | 61.85 | 87.95 | 47.50 | 10.70 | 14.21 | 21.41 | 0.70 |
| Yield(%) | 0.00 | 11.24 | 11.17 | 7.23 | 4.84 | 4.88 | 0.96 | … | … | 4.84 | 10.36 | 10.22 | 10.86 | 6.88 | 8.71 | 7.98 | 3.23 | 2.68 | 2.27 | 0.00 | 0.48 | 5.11 | 4.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNROX (Neuberger Berman Real Estate Securities Income Fd Inc) |
-57.81%
Mar 2006 – Mar 2009 |
-38.26%
Mar 2004 – Mar 2009 |
-11.79%
Nov 2006 – Nov 2016 |
-8.58%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNROX (Neuberger Berman Real Estate Securities Income Fd Inc) |
51.17%
Mar 2009 – Mar 2012 |
32.70%
Mar 2009 – Mar 2014 |
16.41%
Mar 2009 – Mar 2019 |
10.41%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart
