Nasdaq - Delayed Quote USD

Neuberger Berman Focus Trust (NBFCX)

26.91 +0.31 (+1.17%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.07%
5y Average Return 7.91%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 35.14%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 35.14%
Worst 3Y Total Return 0.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBFCX
Category
YTD
10.88%
9.95%
1-Month
2.45%
2.98%
3-Month
10.88%
8.22%
1-Year
23.74%
40.81%
3-Year
2.92%
19.17%
5-Year
9.48%
18.49%
10-Year
8.24%
11.83%
Last Bull Market
38.53%
21.12%
Last Bear Market
-20.22%
-20.34%

Annual Total Return (%) History

Year
NBFCX
Category
2024
--
--
2023
23.50%
--
2022
-31.90%
--
2021
20.04%
--
2020
24.23%
32.67%
2019
28.10%
30.40%
2018
-9.05%
-7.79%
2017
19.19%
30.22%

2016
6.80%
2.42%
2015
0.00%
1.26%
2014
10.30%
2.65%
2013
35.14%
26.44%
2012
19.49%
18.01%
2011
-3.03%
-6.80%
2010
11.84%
15.68%
2009
28.84%
39.03%
2008
-40.80%
-41.58%
2007
6.35%
12.98%
2006
12.19%
18.96%
2005
-0.20%
11.74%
2004
4.82%
12.56%
2003
64.58%
34.32%
2002
-36.48%
-21.99%
2001
-6.92%
-16.48%
2000
12.18%
-10.78%
1999
25.89%
40.28%
1998
13.17%
17.98%
1997
24.15%
15.84%
1996
16.29%
18.24%
1995
36.03%
21.26%
1994
0.93%
1.25%
1993
--
29.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.88% -- -- --
2023 10.67% 5.45% -5.76% 12.29%
2022 -15.14% -20.22% -5.37% 6.30%
2021 2.69% 11.01% -0.65% 5.99%
2020 -17.85% 23.03% 11.32% 10.42%
2019 13.28% 3.02% 1.12% 8.55%
2018 -0.63% 2.50% 6.25% -15.97%
2017 7.13% 4.86% 2.86% 3.16%
2016 -2.16% 2.74% 4.88% 1.31%
2015 1.15% 0.72% -7.94% 6.63%

2014 3.03% 3.91% -1.22% 4.31%
2013 11.55% 2.41% 7.81% 9.73%
2012 12.32% -4.52% 9.66% 1.60%
2011 7.20% -2.35% -17.36% 12.09%
2010 5.37% -12.55% 7.85% 12.54%
2009 -7.46% 16.11% 15.08% 4.19%
2008 -8.03% -2.17% -8.87% -27.80%
2007 -0.43% 7.81% 1.21% -2.11%
2006 10.11% -4.00% 1.83% 4.23%
2005 -4.91% 4.48% -0.33% 0.78%
2004 8.62% -10.58% -6.07% 14.90%
2003 -3.86% 33.98% 13.62% 12.45%
2002 4.15% -21.44% -31.93% 14.05%
2001 -7.96% 14.21% -29.23% 25.12%
2000 12.40% -3.09% 13.17% -9.00%
1999 3.81% 12.44% -14.74% 26.49%
1998 15.82% 0.17% -27.48% 34.52%
1997 0.71% 16.90% 12.19% -6.01%
1996 3.44% -0.20% 3.66% 8.67%
1995 9.75% 12.44% 11.29% -0.95%
1994 -3.17% 1.83% 3.31% -0.92%
1993 3.97% -- -- --

Rank in Category (By Total Return)

YTD 38
1-Month 56
3-Month 38
1-Year 47
3-Year 64
5-Year 75

Load Adjusted Returns

1-Year 23.74%
3-Year 2.92%
5-Year 9.48%
10-Year 8.24%

Performance & Risk

YTD Return 8.07%
5y Average Return 7.91%
Rank in Category (ytd) 38
% 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 10.88%
Yield 0.34%
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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