Nasdaq - Delayed Quote USD

Neuberger Berman Real Estate I (NBRIX)

12.16 0.00 (0.00%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.06%
5y Average Return 3.00%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 41.97%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 41.97%
Worst 3Y Total Return 0.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBRIX
Category
YTD
-3.18%
20.43%
1-Month
1.37%
2.69%
3-Month
-3.18%
11.34%
1-Year
5.93%
36.79%
3-Year
1.21%
10.81%
5-Year
4.54%
7.03%
10-Year
6.86%
9.08%
Last Bull Market
42.61%
31.03%
Last Bear Market
-14.81%
-16.60%

Annual Total Return (%) History

Year
NBRIX
Category
2024
--
--
2023
12.02%
--
2022
-27.02%
--
2021
41.97%
--
2020
-1.21%
-4.49%
2019
32.03%
27.28%
2018
-5.09%
-5.97%
2017
11.93%
6.22%

2016
4.26%
6.89%
2015
3.31%
2.41%
2014
24.16%
28.03%
2013
0.93%
1.55%
2012
17.02%
17.60%
2011
8.45%
7.51%
2010
31.15%
27.08%
2009
28.50%
31.26%
2008
--
-39.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.18% -- -- --
2023 2.39% 0.66% -8.50% 18.79%
2022 -6.35% -14.81% -10.74% 2.48%
2021 8.38% 12.29% 0.22% 16.39%
2020 -17.57% 11.09% 1.42% 6.37%
2019 17.38% 3.41% 9.15% -0.34%
2018 -5.58% 5.70% 0.50% -5.37%
2017 3.41% 2.72% 1.48% 3.84%
2016 4.98% 5.54% -1.82% -4.15%
2015 3.68% -9.49% 1.89% 8.04%

2014 7.25% 6.66% -2.73% 11.57%
2013 5.21% -2.42% -2.28% 0.60%
2012 9.65% 4.22% -0.42% 2.83%
2011 6.35% 4.04% -15.45% 15.92%
2010 11.37% -2.51% 13.13% 6.77%
2009 -32.69% 33.18% 30.44% 9.90%
2008 10.15% -32.67% -- --

Rank in Category (By Total Return)

YTD 91
1-Month 78
3-Month 91
1-Year 77
3-Year 75
5-Year 23

Load Adjusted Returns

1-Year 5.93%
3-Year 1.21%
5-Year 4.54%
10-Year 6.86%

Performance & Risk

YTD Return -10.06%
5y Average Return 3.00%
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 -3.18%
Yield 2.30%
Morningstar Rating
Inception Date Jan 11, 2022

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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