Nasdaq - Delayed Quote USD

Neuberger Berman Real Estate R6 (NRREX)

12.03 +0.06 (+0.50%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -11.39%
5y Average Return 3.23%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 42.10%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 42.10%
Worst 3Y Total Return 0.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NRREX
Category
YTD
-3.16%
20.43%
1-Month
1.31%
2.69%
3-Month
-3.16%
11.34%
1-Year
5.99%
36.79%
3-Year
1.28%
10.81%
5-Year
4.64%
7.03%
10-Year
6.94%
9.08%
Last Bull Market
42.62%
31.03%
Last Bear Market
-14.74%
-16.60%

Annual Total Return (%) History

Year
NRREX
Category
2024
--
--
2023
12.10%
--
2022
-26.98%
--
2021
42.10%
--
2020
-1.04%
-4.49%
2019
32.08%
27.28%
2018
-4.95%
-5.97%
2017
11.92%
6.22%

2016
4.35%
6.89%
2015
3.39%
2.41%
2014
24.25%
28.03%
2013
--
1.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.16% -- -- --
2023 2.42% 0.69% -8.47% 18.75%
2022 -6.38% -14.74% -10.71% 2.45%
2021 8.41% 12.25% 0.25% 16.49%
2020 -17.56% 11.21% 1.37% 6.48%
2019 17.32% 3.51% 9.10% -0.32%
2018 -5.57% 5.72% 0.52% -5.28%
2017 3.34% 2.74% 1.50% 3.85%
2016 4.93% 5.56% -1.81% -4.06%
2015 3.64% -9.48% 1.99% 8.06%

2014 7.27% 6.68% -2.71% 11.59%
2013 -2.40% -2.26% 0.70% --

Rank in Category (By Total Return)

YTD 91
1-Month 82
3-Month 91
1-Year 77
3-Year 75
5-Year 23

Load Adjusted Returns

1-Year 5.99%
3-Year 1.28%
5-Year 4.64%
10-Year 6.94%

Performance & Risk

YTD Return -11.39%
5y Average Return 3.23%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Neuberger Berman
Net Assets 705.3M
YTD Return -3.16%
Yield 2.42%
Morningstar Rating
Inception Date Jun 04, 2008

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities issued by real estate investment trusts ("REITs") and common stocks and other securities issued by other real estate companies. The manager defines a real estate company as one that derives at least 50% of its revenue from, or has at least 50% of its assets in, real estate. The fund may invest up to 20% of its net assets in debt securities of real estate companies. It is non-diversified.

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