Nasdaq - Delayed Quote USD

Neuberger Berman Genesis Inv (NBGNX)

60.27 +0.53 (+0.89%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.02%
5y Average Return 7.85%
Number of Years Up 27
Number of Years Down 8
Best 1Y Total Return (Apr 19, 2024) 36.99%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 36.99%
Worst 3Y Total Return 3.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBGNX
Category
YTD
5.59%
12.40%
1-Month
3.91%
3.37%
3-Month
5.59%
4.88%
1-Year
14.08%
55.69%
3-Year
3.01%
19.34%
5-Year
10.35%
20.72%
10-Year
9.29%
13.98%
Last Bull Market
34.17%
27.85%
Last Bear Market
-12.74%
-24.06%

Annual Total Return (%) History

Year
NBGNX
Category
2024
--
--
2023
15.59%
--
2022
-19.25%
--
2021
18.17%
--
2020
24.84%
38.62%
2019
29.44%
27.68%
2018
-6.67%
-5.76%
2017
15.59%
21.50%

2016
18.14%
11.20%
2015
0.26%
-2.41%
2014
-0.22%
2.44%
2013
36.99%
40.91%
2012
9.93%
13.15%
2011
4.70%
-3.55%
2010
21.42%
26.98%
2009
26.32%
35.46%
2008
-32.88%
-41.55%
2007
21.89%
7.59%
2006
7.31%
10.81%
2005
16.37%
6.02%
2004
18.76%
12.41%
2003
31.70%
45.54%
2002
-2.96%
-27.88%
2001
12.11%
-8.91%
2000
32.51%
-3.85%
1999
4.04%
64.77%
1998
-6.95%
5.23%
1997
34.89%
17.41%
1996
29.86%
18.67%
1995
27.31%
36.15%
1994
-1.82%
-0.52%
1993
13.89%
17.36%
1992
15.62%
10.95%
1991
41.55%
57.25%
1990
-16.24%
-9.84%
1989
17.25%
26.27%
1988
--
18.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.59% -- -- --
2023 6.99% 4.74% -5.48% 9.13%
2022 -11.00% -12.74% -2.33% 6.46%
2021 6.55% 1.71% 0.64% 8.35%
2020 -21.01% 24.83% 4.93% 20.66%
2019 15.01% 6.44% -0.22% 5.97%
2018 0.66% 3.81% 6.91% -16.46%
2017 2.96% 2.11% 4.04% 5.68%
2016 1.59% 4.06% 4.24% 7.21%
2015 4.31% 0.32% -6.85% 2.86%

2014 -1.27% 1.94% -6.17% 5.65%
2013 11.29% 1.45% 11.14% 9.17%
2012 6.77% -3.09% 3.89% 2.26%
2011 9.27% 0.03% -15.06% 12.78%
2010 5.12% -6.92% 8.78% 14.08%
2009 -10.20% 16.30% 13.35% 6.71%
2008 -4.05% 8.31% -12.07% -26.55%
2007 4.98% 8.17% 2.64% 4.59%
2006 6.51% -4.17% -1.12% 6.34%
2005 2.78% 4.37% 9.12% -0.59%
2004 5.18% 4.52% -1.37% 9.54%
2003 -3.36% 13.53% 6.17% 13.07%
2002 7.77% -5.02% -8.60% 3.73%
2001 -0.86% 10.32% -11.17% 15.39%
2000 10.17% 4.19% 4.72% 10.22%
1999 -9.42% 14.07% -6.97% 8.24%
1998 4.74% -5.36% -16.43% 12.32%
1997 -1.66% 18.77% 20.07% -3.81%
1996 7.78% 7.91% 2.75% 8.66%
1995 3.59% 9.03% 9.31% 3.12%
1994 -3.75% -1.01% 4.07% -0.98%
1993 5.68% -0.96% 4.34% 4.28%
1992 9.78% -7.05% 0.57% 12.66%
1991 25.05% 0.49% 8.27% 4.04%
1990 -3.21% 4.20% -21.81% 6.22%
1989 7.75% 8.81% 6.94% -6.49%
1988 3.40% -- -- --

Rank in Category (By Total Return)

YTD 74
1-Month 12
3-Month 74
1-Year 76
3-Year 17
5-Year 31

Load Adjusted Returns

1-Year 14.08%
3-Year 3.01%
5-Year 10.35%
10-Year 9.29%

Performance & Risk

YTD Return -2.02%
5y Average Return 7.85%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Neuberger Berman
Net Assets 10.59B
YTD Return 5.59%
Yield 0.04%
Morningstar Rating
Inception Date Jul 01, 1999

Fund Summary

The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Related Tickers

FIKGX Fidelity Advisor Semiconductors Z
75.09
+2.09%
 
FELAX Fidelity Advisor Semiconductors A
69.28
+2.09%
 
FELIX Fidelity Advisor Semiconductors I
74.93
+2.08%
 
FELTX Fidelity Advisor Semiconductors M
64.67
+2.08%
 
FELCX Fidelity Advisor Semiconductors C
55.41
+2.08%
 
FSELX Fidelity Select Semiconductors
27.51
+2.08%
 
FSEAX Fidelity Emerging Asia
40.59
+2.01%
 
FERIX Fidelity Advisor Emerging Asia I
41.24
+2.00%
 
FIQPX Fidelity Advisor Emerging Asia Z
41.24
+2.00%
 
APHYX Artisan Developing World Fund
17.86
+2.00%
 
FEAAX Fidelity Advisor Emerging Asia A
39.32
+2.00%
 
RYCCX Rydex NASDAQ-100 2x Strategy Fund
300.49
+2.00%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
416.01
+2.00%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
416.13
+2.00%
 
FEATX Fidelity Advisor Emerging Asia M
37.50
+1.99%
 
FERCX Fidelity Advisor Emerging Asia C
33.44
+1.98%
 
ARTYX Artisan Developing World Investor
17.55
+1.98%
 
UOPSX ProFunds UltraNASDAQ-100 Svc
56.93
+1.97%
 
UOPIX ProFunds UltraNASDAQ-100 Inv
82.52
+1.96%
 
APDYX Artisan Developing World Fund
17.74
+1.95%
 
WWWFX Kinetics Internet No Load
76.25
+1.94%
 
KINAX Kinetics Internet Adv A
68.90
+1.94%
 
KINCX Kinetics Internet Adv C
56.37
+1.93%
 
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
67.35
+1.86%
 
FPBFX Fidelity Pacific Basin Fund
28.61
+1.85%
 
RYSIX Rydex Electronics Inv
377.79
+1.82%
 
RYSCX Rydex Electronics C
290.86
+1.82%
 
RYSAX Rydex Electronics H
332.90
+1.82%
 
RYELX Rydex Electronics Fund
343.58
+1.82%
 
UMPIX ProFunds UltraMid Cap Inv
59.74
+1.81%
 
UMPSX ProFunds UltraMid Cap Svc
46.09
+1.79%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
141.58
+1.76%
 
BIPIX ProFunds Biotechnology UltraSector Inv
54.82
+1.74%
 
BIPSX ProFunds Biotechnology UltraSector Svc
34.52
+1.74%
 
BIEAX Brandes International Equity A
20.37
+1.60%
 
FIQLX Fidelity Advisor Japan Z
15.97
+1.59%
 
FJPNX Fidelity Japan
16.01
+1.59%
 
BIECX Brandes International Equity C
19.92
+1.58%
 
BIIEX Brandes International Equity I
20.59
+1.58%
 
FJPCX Fidelity Advisor Japan C
15.48
+1.57%
 
FJPIX Fidelity Advisor Japan I
16.14
+1.57%
 
BIERX Brandes International Equity R6
20.77
+1.56%
 
CCWSX Baird Chautauqua International Gr Inv
17.09
+1.54%
 
FJPTX Fidelity Advisor Japan M
15.78
+1.54%
 
FPJAX Fidelity Japan Fund
15.88
+1.53%
 
CCWIX Baird Chautauqua International Gr Instl
17.23
+1.53%
 
CCGIX Baird Chautauqua Global Growth Instl
21.60
+1.50%
 
CWVCX Calvert International Equity C
18.36
+1.49%
 
CWVGX Calvert International Equity A
21.97
+1.48%
 
VTRIX Vanguard International Value Inv
40.63
+1.47%
 
CCGSX Baird Chautauqua Global Growth Inv
21.35
+1.47%
 
CIESX Calvert International Equity R6
23.60
+1.46%
 
FGFCX Federated Hermes International Leaders C
33.35
+1.46%
 
WCMSX WCM International Small Cap Growth Instl
19.47
+1.46%
 
CWVIX Calvert International Equity I
23.66
+1.46%
 
DODFX Dodge & Cox International Stock Fund
49.65
+1.45%
 
PWIYX PACE International Equity Y
17.49
+1.45%
 
FATEX Fidelity Advisor Technology M
90.25
+1.45%
 
FATIX Fidelity Advisor Technology I
112.12
+1.45%
 
FIKHX Fidelity Advisor Technology Z
112.13
+1.45%
 
FGFRX Federated Hermes Intl Leaders R
36.45
+1.45%
 
PWGAX PACE International Equity A
17.60
+1.44%
 
FADTX Fidelity Advisor Technology A
99.31
+1.44%
 
FGRSX Federated Hermes Intl Leaders R6
36.72
+1.44%
 
FGFAX Federated Hermes International Leaders A
36.73
+1.44%
 
FTHCX Fidelity Advisor Technology C
72.77
+1.44%
 
FGFLX Federated Hermes Intl Leaders IS
36.77
+1.43%
 
FSPTX Fidelity Select Technology
29.70
+1.43%
 
BIVIX Invenomic Institutional
18.96
-0.78%
 
NAIGX Nuveen International Value A
27.61
+1.43%
 
VWILX Vanguard International Growth Adm
102.58
+1.42%
 
NGRRX Nuveen International Value I
27.81
+1.42%
 
FMCKX Fidelity Advisor Focused Emerging Markets Fund
27.14
+1.42%
 
COAGX Caldwell & Orkin - Gator Capital L/S Fd
41.49
+1.42%
 
VWIGX Vanguard International Growth Inv
32.25
+1.42%
 
FTMKX Fidelity Advisor Focused Em Mkts M
28.87
+1.40%
 
NCIGX Nuveen International Value C
26.08
+1.40%
 
SCVEX Hartford Schroders International Stock Fund
17.43
+1.40%
 
PCIEX PACE International Equity P
17.43
+1.40%
 
HSWRX Hartford Schroders International Stk R3
16.72
+1.39%
 
FAMKX Fidelity Advisor Focused Em Mkts A
29.18
+1.39%
 
BTMPX iShares MSCI EAFE Intl Idx Inv P
15.34
+1.39%
 
HSWSX Hartford Schroders International Stk R4
16.81
+1.39%
 
FZAEX Fidelity Advisor Focused Emerging Markets Fund
29.25
+1.39%
 
SCIJX Hartford Schroders International Stk SDR
16.84
+1.38%
 
SCIEX Hartford Schroders International Stk I
16.84
+1.38%
 
HSWTX Hartford Schroders International Stk R5
16.85
+1.38%
 
FIMKX Fidelity Advisor Focused Em Mkts I
29.31
+1.38%
 
HSWFX Hartford Schroders International Stk F
16.86
+1.38%
 
HSWYX Hartford Schroders International Stk Y
16.89
+1.38%
 
MAIIX iShares MSCI EAFE Intl Idx Instl
15.52
+1.37%
 
BTMKX iShares MSCI EAFE Intl Idx K
15.54
+1.37%
 
AFCGX American Century Focused Intl Gr G
16.38
+1.36%
 
MSEIX AMG Veritas Asia Pacific I
61.20
+1.36%
 
HSWCX Hartford Schroders International Stk C
16.47
+1.35%
 
FACGX Fidelity Advisor Growth Opps C
111.05
+1.35%
 
MIPTX Matthews Pacific Tiger Fund
18.01
+1.35%
 
MAPTX Matthews Pacific Tiger Investor
18.01
+1.35%
 
CNPIX Consumer Staples UltraSector ProFund Inv
70.59
+1.35%
 
FZAHX Fidelity Advisor Growth Opportunities Fund
156.38
+1.35%