Nasdaq - Delayed Quote • USD
Neuberger Berman Large Cap Value Adv (NBPBX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.92% |
| 5y Average Return | 10.23% |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 24, 2024) | 55.53% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 55.53% |
| Worst 3Y Total Return | 5.84% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NBPBX
Category
- YTD
- 6.20%
- 17.52%
- 1-Month
- 5.11%
- -0.87%
- 3-Month
- 6.20%
- 5.51%
- 1-Year
- 4.84%
- 42.88%
- 3-Year
- 3.37%
- 11.93%
- 5-Year
- 10.88%
- 12.07%
- 10-Year
- 9.44%
- 10.95%
- Last Bull Market
- 55.67%
- 23.18%
- Last Bear Market
- -12.70%
- -17.87%
Annual Total Return (%) History
Year
NBPBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.20% | -- | -- | -- |
| 2023 | -0.83% | -0.44% | -4.36% | 3.68% |
| 2022 | 4.70% | -12.70% | -5.86% | 14.43% |
| 2021 | 18.31% | 3.38% | -0.74% | 5.14% |
| 2020 | -26.89% | 20.19% | 1.05% | 28.51% |
| 2019 | 9.90% | 4.19% | 0.77% | 7.05% |
| 2018 | -3.48% | 2.48% | 6.10% | -5.95% |
| 2017 | 1.50% | 2.75% | 3.23% | 4.98% |
| 2016 | 3.57% | 5.17% | 7.96% | 8.68% |
| 2015 | -0.56% | -1.55% | -12.25% | 1.77% |
| 2014 | 3.06% | 3.60% | -1.26% | 4.91% |
| 2013 | 10.08% | 2.56% | 5.28% | 10.18% |
| 2012 | 10.57% | -5.00% | 6.98% | 3.77% |
| 2011 | 6.58% | -2.47% | -23.25% | 10.84% |
| 2010 | 8.32% | -16.17% | 12.28% | 12.79% |
| 2009 | -6.04% | 28.19% | 22.72% | 5.22% |
| 2008 | -10.76% | 6.89% | -25.27% | -32.84% |
| 2007 | 1.20% | 7.98% | -0.79% | 1.19% |
| 2006 | 4.85% | -3.71% | 0.42% | 11.30% |
| 2005 | 1.92% | 5.17% | 8.04% | 1.54% |
| 2004 | 5.74% | -0.47% | 0.47% | 12.24% |
| 2003 | -1.92% | 20.33% | 1.06% | 13.50% |
| 2002 | 2.66% | -12.60% | -21.46% | 6.32% |
| 2001 | -6.60% | 5.98% | -15.96% | 16.03% |
| 2000 | 0.26% | -1.16% | 0.59% | 0.36% |
| 1999 | 2.03% | 10.55% | -12.74% | 9.00% |
| 1998 | 11.32% | -4.09% | -14.87% | 16.17% |
| 1997 | 1.65% | 13.90% | 12.57% | -1.45% |
| 1996 | 11.32% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 89 |
| 1-Month | 44 |
| 3-Month | 89 |
| 1-Year | 99 |
| 3-Year | 98 |
| 5-Year | 51 |
Load Adjusted Returns
| 1-Year | 4.84% |
| 3-Year | 3.37% |
| 5-Year | 10.88% |
| 10-Year | 9.44% |
Performance & Risk
| YTD Return | 4.92% |
| 5y Average Return | 10.23% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.64 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Neuberger Berman |
| Net Assets | 9.97B |
| YTD Return | 6.20% |
| Yield | 1.95% |
| Morningstar Rating | |
| Inception Date | Jun 07, 2006 |
Fund Summary
The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which the portfolio managers defines as those with a market capitalization within the market capitalization range of the Russell 1000® Value Index at the time of purchase. The Portfolio Managers look for what they believe to be well-managed companies whose stock prices are undervalued. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.
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