Nasdaq - Delayed Quote USD

Neuberger Berman Focus Adv (NBFAX)

26.76 +0.32 (+1.21%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.95%
5y Average Return 7.70%
Number of Years Up 19
Number of Years Down 8
Best 1Y Total Return (Apr 26, 2024) 34.96%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 34.96%
Worst 3Y Total Return 0.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBFAX
Category
YTD
10.77%
9.95%
1-Month
2.46%
2.98%
3-Month
10.77%
8.22%
1-Year
23.45%
40.81%
3-Year
2.69%
19.17%
5-Year
9.26%
18.49%
10-Year
8.05%
11.83%
Last Bull Market
38.27%
21.12%
Last Bear Market
-20.18%
-20.34%

Annual Total Return (%) History

Year
NBFAX
Category
2024
--
--
2023
23.23%
--
2022
-32.01%
--
2021
19.78%
--
2020
24.00%
32.67%
2019
27.89%
30.40%
2018
-9.13%
-7.79%
2017
18.96%
30.22%

2016
6.69%
2.42%
2015
-0.26%
1.26%
2014
10.20%
2.65%
2013
34.96%
26.44%
2012
19.30%
18.01%
2011
-3.22%
-6.80%
2010
11.64%
15.68%
2009
28.56%
39.03%
2008
-40.95%
-41.58%
2007
6.08%
12.98%
2006
11.96%
18.96%
2005
-0.39%
11.74%
2004
4.62%
12.56%
2003
64.23%
34.32%
2002
-36.67%
-21.99%
2001
-7.18%
-16.48%
2000
12.38%
-10.78%
1999
24.86%
40.28%
1998
17.56%
17.98%
1997
23.42%
15.84%
1996
--
18.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.77% -- -- --
2023 10.58% 5.39% -5.79% 12.25%
2022 -15.19% -20.18% -5.44% 6.22%
2021 2.66% 10.95% -0.71% 5.91%
2020 -17.87% 22.91% 11.32% 10.35%
2019 13.23% 2.98% 1.08% 8.50%
2018 -0.61% 2.50% 6.15% -15.97%
2017 7.10% 4.81% 2.85% 3.04%
2016 -2.14% 2.74% 4.79% 1.27%
2015 1.14% 0.56% -7.95% 6.54%

2014 3.06% 3.85% -1.31% 4.33%
2013 11.57% 2.41% 7.69% 9.68%
2012 12.29% -4.53% 9.68% 1.46%
2011 7.22% -2.46% -17.40% 12.04%
2010 5.30% -12.53% 7.71% 12.53%
2009 -7.46% 15.97% 15.11% 4.07%
2008 -8.03% -2.18% -9.00% -27.86%
2007 -0.43% 7.71% 1.15% -2.21%
2006 10.04% -4.04% 1.82% 4.14%
2005 -4.98% 4.48% -0.37% 0.71%
2004 8.58% -10.61% -6.16% 14.85%
2003 -3.93% 33.98% 13.51% 12.39%
2002 4.12% -21.54% -31.95% 13.92%
2001 -8.03% 14.05% -29.30% 25.17%
2000 13.04% -3.31% 13.09% -9.08%
1999 3.66% 12.29% -14.73% 25.81%
1998 15.85% 0.00% -27.62% 40.19%
1997 0.44% 16.84% 12.10% -6.18%
1996 8.56% -- -- --

Rank in Category (By Total Return)

YTD 41
1-Month 56
3-Month 41
1-Year 50
3-Year 67
5-Year 80

Load Adjusted Returns

1-Year 23.45%
3-Year 2.69%
5-Year 9.26%
10-Year 8.05%

Performance & Risk

YTD Return 7.95%
5y Average Return 7.70%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Neuberger Berman
Net Assets 695.51M
YTD Return 10.77%
Yield 0.10%
Morningstar Rating
Inception Date Jun 21, 2010

Fund Summary

The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It typically holds a limited number of stocks of U.S. and non-U.S. companies, including companies in emerging markets. Because of this, the fund may at times be substantially over- and under-weighted in certain economic sectors.

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