Nasdaq - Delayed Quote USD

Neuberger Berman Small Cap Growth Instl (NBSMX)

43.80 -0.01 (-0.02%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 10.05%
5y Average Return 7.24%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 47.58%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 47.58%
Worst 3Y Total Return -4.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBSMX
Category
YTD
17.51%
12.40%
1-Month
3.84%
3.37%
3-Month
17.51%
4.88%
1-Year
24.65%
55.69%
3-Year
0.06%
19.34%
5-Year
9.10%
20.72%
10-Year
10.98%
13.98%
Last Bull Market
26.06%
27.85%
Last Bear Market
-16.57%
-24.06%

Annual Total Return (%) History

Year
NBSMX
Category
2024
--
--
2023
10.13%
--
2022
-24.35%
--
2021
4.54%
--
2020
43.20%
38.62%
2019
34.90%
27.68%
2018
5.88%
-5.76%
2017
28.48%
21.50%

2016
6.53%
11.20%
2015
-5.34%
-2.41%
2014
4.21%
2.44%
2013
47.58%
40.91%
2012
9.39%
13.15%
2011
-1.11%
-3.55%
2010
20.50%
26.98%
2009
23.49%
35.46%
2008
--
-41.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 17.51% -- -- --
2023 3.82% 4.10% -7.55% 10.22%
2022 -12.60% -16.57% 0.23% 3.52%
2021 2.15% 0.99% -2.37% 3.79%
2020 -20.56% 30.43% 10.42% 25.16%
2019 27.90% 3.07% -8.60% 11.96%
2018 7.57% 9.32% 7.78% -16.46%
2017 9.18% 5.14% 6.66% 4.94%
2016 -9.56% 5.08% 12.50% -0.35%
2015 5.08% 3.24% -11.83% -1.05%

2014 -0.28% -1.71% -4.05% 10.81%
2013 11.97% 5.51% 14.40% 9.20%
2012 11.80% -2.71% 5.06% -4.28%
2011 11.01% 0.55% -19.62% 10.22%
2010 5.16% -10.38% 10.02% 16.21%
2009 -11.75% 17.34% 12.94% 5.59%
2008 -12.42% -24.48% -- --

Rank in Category (By Total Return)

YTD 3
1-Month 13
3-Month 3
1-Year 16
3-Year 37
5-Year 43

Load Adjusted Returns

1-Year 24.65%
3-Year 0.06%
5-Year 9.10%
10-Year 10.98%

Performance & Risk

YTD Return 10.05%
5y Average Return 7.24%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Neuberger Berman
Net Assets 352.86M
YTD Return 17.51%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2008

Fund Summary

The fund normally invests at least 80% of its net assets in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell 2000® Index at the time of initial purchase. It seeks to reduce risk by diversifying among many companies, sectors and industries.

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