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Neuberger Berman Small Cap Growth Fund Trust Cl: (MF: NBMOX)
(NASDAQ Mutual Funds) As of Mar 24, 2023 08:00 PM ET
$35.91 USD
+0.06 (0.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Feb 28, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.23 | 94 |
| 3 months | -0.70 | 89 |
| 6 months | 0.00 | 91 |
| 1 Year | -9.91 | 78 |
| 3 Year | 7.68 | 79 |
| 5 Year | 9.82 | 9 |
| 10 Year | 12.01 | 4 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 153.00 |
| Bear Market (10/07 - 2/09) | -55.38 |
| Bull Market (2/09 - 9/19) | 708.26 |
Load Adjusted Returns as of Feb 28, 2023
| 1 Year | -24.61 |
| 5 Year | 9.89 |
| 10 Year | 12.04 |
| Since Inception | 8.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2022 | -12.69 | -16.63 | 0.14 | 3.42 |
| 2021 | 2.05 | 0.89 | -1.46 | 3.69 |
| 2020 | -20.63 | 30.30 | 10.28 | 25.05 |
| 2019 | 27.75 | 2.95 | -8.69 | 11.89 |
| 2018 | 7.39 | 9.20 | 7.65 | -16.48 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.23 | -24.61 | 5.21 | 42.63 | 34.37 | 5.44 | 27.92 | 6.01 | -5.78 | 3.65 | 46.86 |
| % Total Return Rel to Index | 1.55 | -6.40 | -23.46 | 24.23 | 2.88 | 9.83 | 6.12 | -5.91 | -7.17 | -9.99 | 14.48 |
| % Total Return Rel to Peer | -2.54 | -5.09 | -14.09 | 23.64 | 8.94 | 16.21 | 12.32 | -9.93 | -1.05 | 0.97 | 10.46 |
| % Perf Quintile vs Peer* | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 8.93 | 0.57 | 1.54 | 7.08 | 0.46 | 0.00 | 1.42 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.25 | 1.27 | 1.29 | 1.29 | 1.37 | 1.37 | 1.37 | 1.40 | 1.40 | 1.40 |
* 1 = Top 20%, 5 = Bottom 20%