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Neuberger Berman Real Estate C (NRECX)

12.17 -0.01 (-0.08%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.37%
5y Average Return 1.86%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 40.33%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 40.33%
Worst 3Y Total Return -0.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NRECX
Category
YTD
-3.45%
20.43%
1-Month
1.23%
2.69%
3-Month
-3.45%
11.34%
1-Year
4.74%
36.79%
3-Year
0.07%
10.81%
5-Year
3.39%
7.03%
10-Year
5.67%
9.08%
Last Bull Market
41.29%
31.03%
Last Bear Market
-15.01%
-16.60%

Annual Total Return (%) History

Year
NRECX
Category
2024
--
--
2023
10.72%
--
2022
-27.81%
--
2021
40.33%
--
2020
-2.23%
-4.49%
2019
30.51%
27.28%
2018
-6.11%
-5.97%
2017
10.66%
6.22%

2016
3.18%
6.89%
2015
2.16%
2.41%
2014
22.73%
28.03%
2013
-0.12%
1.55%
2012
15.68%
17.60%
2011
7.23%
7.51%
2010
--
27.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.45% -- -- --
2023 2.06% 0.38% -8.69% 18.35%
2022 -6.60% -15.01% -11.01% 2.20%
2021 8.07% 11.92% -0.05% 16.07%
2020 -17.81% 10.85% 1.11% 6.14%
2019 16.98% 3.20% 8.77% -0.62%
2018 -5.87% 5.41% 0.21% -5.58%
2017 3.03% 2.51% 1.10% 3.62%
2016 4.71% 5.25% -2.10% -4.37%
2015 3.41% -9.75% 1.67% 7.66%

2014 6.97% 6.30% -2.95% 11.21%
2013 4.94% -2.69% -2.56% 0.38%
2012 9.39% 3.96% -0.74% 2.49%
2011 6.06% 3.80% -15.77% 15.64%
2010 12.83% 6.55% -- --

Rank in Category (By Total Return)

YTD 92
1-Month 85
3-Month 92
1-Year 90
3-Year 86
5-Year 60

Load Adjusted Returns

1-Year 3.74%
3-Year 0.07%
5-Year 3.39%
10-Year 5.67%

Performance & Risk

YTD Return -10.37%
5y Average Return 1.86%
Rank in Category (ytd) 92
% 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 -3.45%
Yield 1.23%
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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