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Neuberger Berman Real Estate I (NBRIX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.97%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

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

Risk Statistics

3 Years5 Years10 Years
NBRIXCategory AverageNBRIXCategory AverageNBRIXCategory Average
Alpha -5.37 -0.01 -4.5 -0.05 0.08 0.02
BETA 1.14 0.01 0.88 0.01 0.81 0.01
Mean Annual Return 0.29 0.01 0.52 0.01 0.67 0.01
R-squared 76.42 0.66 65.47 0.55 52.68 0.47
Standard Deviation 21.43 0.2 19.21 0.17 16.4 0.16
Sharpe Ratio 0.02 0.01 0.22 0 0.4 0.01
Treynor Ratio -1.54 0.12 2.71 0.07 6.64 0.11

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