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Neuberger Berman Greater China Equity Fund (NCEIX)

24.36 -0.14 (-0.57%)
At close: October 13 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -19.22%
5y Average Return -2.14%
Number of Years Up 5
Number of Years Down 4
Best 1Y Total Return (Oct 13, 2023) 66.00%
Worst 1Y Total Return (Oct 13, 2023) --
Best 3Y Total Return 66.00%
Worst 3Y Total Return -3.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NCEIX
Category
YTD
-19.22%
6.62%
1-Month
-2.90%
1.20%
3-Month
-12.70%
6.57%
1-Year
-8.26%
37.26%
3-Year
-14.37%
13.53%
5-Year
-2.14%
15.37%
10-Year
4.16%
7.09%
Last Bull Market
13.34%
18.73%
Last Bear Market
2.44%
-27.14%

Annual Total Return (%) History

Year
NCEIX
Category
2023
--
--
2022
-21.65%
--
2021
-5.88%
--
2020
20.14%
37.10%
2019
33.00%
25.86%
2018
-21.77%
-20.68%
2017
66.00%
42.40%
2016
-3.83%
-2.06%

2015
0.57%
-4.20%
2014
22.33%
1.54%
2013
--
10.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 0.47% -10.80% -8.20% --
2022 -14.69% 2.44% -19.09% 10.80%
2021 6.90% 1.58% -8.49% -5.27%
2020 -13.12% 10.58% 12.96% 10.71%
2019 20.33% 0.52% -3.03% 13.39%
2018 5.32% -5.82% -7.70% -14.56%
2017 14.03% 16.30% 11.14% 12.62%
2016 -7.92% 0.39% 12.90% -7.85%
2015 4.65% 10.63% -21.25% 10.32%
2014 -3.61% 5.81% 5.14% 14.09%

2013 7.03% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 37
3-Month 85
1-Year 84
3-Year 63
5-Year 70

Load Adjusted Returns

1-Year -8.85%
3-Year -12.43%
5-Year -3.70%
10-Year 4.77%

Performance & Risk

YTD Return -19.22%
5y Average Return -2.14%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category China Region
Fund Family Neuberger Berman
Net Assets 1.57M
YTD Return -19.22%
Yield 1.03%
Morningstar Rating
Inception Date Jul 17, 2013

Fund Summary

The fund invests at least 80% of its net assets in equity investments that are tied economically to the Greater China region. Its equity investments primarily will consist of investments in equity securities, including common stock, preferred stock, and depositary receipts. The fund may invest in companies of any market capitalization, but the advisor intends to invest generally in mid- and large-capitalization companies. It is non-diversified.

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