Neuberger Berman Small Cap Growth Fund Trust Cl: (MF: NBMOX)
(NASDAQ Mutual Funds) As of Jul 2, 2025 08:00 PM ET
$48.02 USD
+0.40 (0.84%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -6.77 | 56 |
3 months | -1.35 | 15 |
6 months | -15.46 | 76 |
1 Year | 1.97 | 33 |
3 Year | 7.54 | 21 |
5 Year | 7.45 | 78 |
10 Year | 9.54 | 7 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 153.00 |
Bear Market (10/07 - 2/09) | -55.38 |
Bull Market (2/09 - 3/21) | 761.88 |
Load Adjusted Returns as of May 31, 2025
1 Year | -6.55 |
5 Year | 11.41 |
10 Year | 8.92 |
Since Inception | 8.20 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -12.63 | NA | NA | NA |
2024 | 17.42 | 0.88 | 7.57 | -1.44 |
2023 | 3.72 | 4.02 | -7.63 | 10.10 |
2022 | -12.69 | -16.63 | 0.14 | 3.42 |
2021 | 2.05 | 0.89 | -1.46 | 3.69 |
2020 | -20.63 | 30.30 | 10.28 | 25.05 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -6.77 | 25.60 | 9.74 | -24.61 | 5.21 | 42.63 | 34.37 | 5.44 | 27.92 | 6.01 | -5.78 |
% Total Return Rel to Index | -7.83 | 0.58 | -16.50 | -6.40 | -23.46 | 24.23 | 2.88 | 9.83 | 6.12 | -5.91 | -7.17 |
% Total Return Rel to Peer | -0.75 | 13.67 | -6.33 | -5.09 | -14.09 | 23.64 | 8.94 | 16.21 | 12.32 | -9.93 | -1.05 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.23 | 0.00 | 0.00 | 8.93 | 0.57 | 1.54 | 7.08 | 0.46 | 0.00 | 1.42 |
Expense Ratio | 1.25 | 1.25 | 1.25 | 1.25 | 1.27 | 1.29 | 1.29 | 1.37 | 1.37 | 1.37 | 1.40 |
* 1 = Top 20%, 5 = Bottom 20%