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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

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 40.33%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 4

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

Risk Statistics

3 Years5 Years10 Years
NRECXCategory AverageNRECXCategory AverageNRECXCategory Average
Alpha -6.5 -0.01 -5.61 -0.05 -1.04 0.02
BETA 1.14 0.01 0.88 0.01 0.81 0.01
Mean Annual Return 0.19 0.01 0.43 0.01 0.57 0.01
R-squared 76.44 0.66 65.62 0.55 52.72 0.47
Standard Deviation 21.37 0.2 19.18 0.17 16.37 0.16
Sharpe Ratio -0.03 0.01 0.16 0 0.33 0.01
Treynor Ratio -2.55 0.12 1.4 0.07 5.18 0.11

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