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Neuberger Berman Small Cap Growth Fund Trust Cl: (MF: NBMOX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$50.28 USD
+1.22 (2.49%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.73 | 1 |
| 3 months | 10.35 | 1 |
| 6 months | 12.07 | 7 |
| 1 Year | 30.57 | 1 |
| 3 Year | 1.81 | 53 |
| 5 Year | 10.87 | 38 |
| 10 Year | 11.79 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 153.00 |
| Bear Market (10/07 - 2/09) | -55.38 |
| Bull Market (2/09 - 3/21) | 747.44 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 20.47 |
| 5 Year | 8.49 |
| 10 Year | 10.93 |
| Since Inception | 8.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 17.42 | 0.88 | NA | NA |
| 2023 | 3.72 | 4.02 | -7.63 | 10.10 |
| 2022 | -12.69 | -16.63 | 0.14 | 3.42 |
| 2021 | 2.05 | 0.89 | -1.46 | 3.69 |
| 2020 | -20.63 | 30.30 | 10.28 | 25.05 |
| 2019 | 27.75 | 2.95 | -8.69 | 11.89 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.73 | 9.74 | -24.61 | 5.21 | 42.63 | 34.37 | 5.44 | 27.92 | 6.01 | -5.78 | 3.65 |
| % Total Return Rel to Index | 7.18 | -16.50 | -6.40 | -23.46 | 24.23 | 2.88 | 9.83 | 6.12 | -5.91 | -7.17 | -9.99 |
| % Total Return Rel to Peer | 16.16 | -6.33 | -5.09 | -14.09 | 23.64 | 8.94 | 16.21 | 12.32 | -9.93 | -1.05 | 0.97 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.93 | 0.57 | 1.54 | 7.08 | 0.46 | 0.00 | 1.42 | 0.00 |
| Expense Ratio | 1.25 | 1.25 | 1.25 | 1.27 | 1.29 | 1.29 | 1.37 | 1.37 | 1.37 | 1.40 | 1.40 |
* 1 = Top 20%, 5 = Bottom 20%