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Neuberger Berman Sustainable Equity Fund Trust Class: (MF: NBSTX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$49.78 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.93 | 21 |
| 3 months | -7.88 | 32 |
| 6 months | 3.19 | 4 |
| 1 Year | 13.83 | 9 |
| 3 Year | 13.88 | 13 |
| 5 Year | 16.34 | 8 |
| 10 Year | 10.93 | 36 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 127.20 |
| Bear Market (10/07 - 2/09) | -48.00 |
| Bull Market (2/09 - 3/21) | 831.72 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 10.37 |
| 5 Year | 19.03 |
| 10 Year | 10.92 |
| Since Inception | 8.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.97 | NA | NA | NA |
| 2024 | 12.46 | 3.26 | 4.70 | 5.20 |
| 2023 | 5.95 | 8.72 | -3.28 | 13.57 |
| 2022 | -5.92 | -16.08 | -5.17 | 8.54 |
| 2021 | 7.38 | 5.51 | -1.10 | 9.93 |
| 2020 | -21.56 | 19.21 | 9.54 | 16.36 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.93 | 27.93 | 26.54 | -18.74 | 23.18 | 19.20 | 25.61 | -5.96 | 18.38 | 9.87 | -0.55 |
| % Total Return Rel to Index | 1.98 | 2.91 | 0.29 | -0.53 | -5.49 | 0.80 | -5.87 | -1.56 | -3.41 | -2.06 | -1.94 |
| % Total Return Rel to Peer | 2.54 | 8.54 | 3.54 | 0.95 | 1.12 | -0.71 | -2.80 | 0.90 | -2.29 | 2.05 | 1.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 5.00 | 3.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.05 | 0.00 | 0.12 | 0.17 | 0.18 | 0.10 | 0.17 | 0.39 | 0.37 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.36 | 0.43 | 0.26 | 0.40 | 1.03 | 0.96 |
| Capital Gains ($) | 0.00 | 2.87 | 3.81 | 3.50 | 4.67 | 2.35 | 3.17 | 3.12 | 2.10 | 2.31 | 3.24 |
| Expense Ratio | 0.00 | 1.06 | 1.05 | 1.03 | 1.02 | 1.03 | 1.03 | 1.02 | 1.01 | 1.03 | 1.03 |
* 1 = Top 20%, 5 = Bottom 20%