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Neuberger Berman Sustainable Equity Fund Investor Class: (MF: NBSRX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$44.10 USD
-0.14 (-0.32%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.51 | 19 |
| 3 months | 12.51 | 19 |
| 6 months | 27.83 | 18 |
| 1 Year | 34.54 | 23 |
| 3 Year | 10.07 | 27 |
| 5 Year | 14.00 | 34 |
| 10 Year | 11.21 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 132.51 |
| Bear Market (10/07 - 2/09) | -47.86 |
| Bull Market (2/09 - 3/21) | 697.45 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 34.54 |
| 5 Year | 14.00 |
| 10 Year | 11.21 |
| Since Inception | 10.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.51 | NA | NA | NA |
| 2023 | 6.01 | 8.75 | -3.23 | 13.61 |
| 2022 | -5.89 | -16.04 | -5.12 | 8.57 |
| 2021 | 7.44 | 5.56 | -1.08 | 10.02 |
| 2020 | -21.54 | 19.27 | 9.58 | 16.41 |
| 2019 | 11.80 | 1.80 | 2.41 | 7.95 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.51 | 26.76 | -18.61 | 23.44 | 19.37 | 25.85 | -5.81 | 18.55 | 10.09 | -0.40 | 10.49 |
| % Total Return Rel to Index | 1.96 | 0.52 | -0.41 | -5.24 | 0.97 | -5.63 | -1.42 | -3.23 | -1.84 | -1.79 | -3.14 |
| % Total Return Rel to Peer | 2.56 | 3.76 | 1.08 | 1.38 | -0.54 | -2.57 | 1.04 | -2.12 | 2.27 | 1.19 | 2.29 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.10 | 0.01 | 0.21 | 0.25 | 0.24 | 0.16 | 0.23 | 0.22 | 0.22 | 0.25 |
| % Yield | 0.00 | 0.22 | 0.02 | 0.39 | 0.54 | 0.57 | 0.42 | 0.56 | 0.59 | 0.61 | 0.63 |
| Capital Gains ($) | 0.00 | 3.81 | 3.50 | 4.67 | 2.35 | 3.17 | 3.12 | 2.10 | 1.32 | 1.85 | 3.60 |
| Expense Ratio | 0.00 | 0.87 | 0.85 | 0.84 | 0.86 | 0.86 | 0.85 | 0.84 | 0.86 | 0.85 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%