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Neuberger Berman Large Cap Growth Adv (NBGUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.98+0.38 (+1.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.56%
5-year average return15.77%
Number of years up19
Number of years down8
Best 1-yr total return (2 May 2024)38.14%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.14%
Worst 3-yr total return3.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBGUXCategory
YTD3.98%12.38%
1-month-4.91%5.09%
3-month1.44%10.28%
1-year24.16%41.70%
3-year6.90%22.56%
5-year15.24%21.98%
10-year12.30%15.99%
Last bull market24.27%25.99%
Last bear market-15.84%-17.29%

Annual total return (%) history

Year
NBGUXCategory
2024
N/AN/A
2023
35.22%N/A
2022
-24.77%N/A
2021
27.13%N/A
2020
34.01%35.86%
2019
35.87%31.90%
2018
-7.43%-2.09%
2017
24.85%27.67%
2016
8.86%3.23%
2015
-5.38%3.60%
2014
8.74%10.00%
2013
38.14%33.92%
2012
12.14%15.34%
2011
-3.51%-2.46%
2010
18.93%15.53%
2009
29.53%35.68%
2008
-38.61%-40.67%
2007
6.93%13.35%
2006
12.75%7.05%
2005
7.75%6.71%
2004
15.46%7.81%
2003
34.67%28.66%
2002
-26.06%-27.64%
2001
-2.24%-22.30%
2000
-2.43%-13.05%
1999
7.64%38.87%
1998
1.67%34.55%
1997
17.10%26.36%
1996
N/A19.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.35%N/AN/AN/A
202312.77%8.68%-2.69%13.39%
2022-8.52%-15.84%-4.73%2.57%
20214.03%11.78%1.77%7.43%
2020-14.86%25.09%13.01%11.35%
201914.54%5.60%3.39%8.65%
2018-0.45%4.31%7.37%-16.98%
20176.63%5.19%4.11%6.91%
20161.74%0.93%3.69%2.25%
20150.26%-1.81%-8.31%4.84%
2014-0.30%3.78%1.16%3.89%
201314.41%1.61%8.22%9.80%
201210.61%-4.44%5.69%0.38%
20117.16%-1.00%-17.01%9.60%
20104.44%-7.81%9.31%12.99%
2009-7.03%15.64%13.52%6.14%
2008-9.14%-0.35%-7.72%-26.52%
20070.36%8.76%-0.05%-1.98%
20063.28%-2.50%4.70%6.94%
2005-1.56%0.41%7.08%1.80%
20042.51%1.53%0.15%10.77%
2003-1.48%18.13%2.72%12.64%
20021.71%-12.29%-22.04%6.31%
2001-4.00%5.35%-12.04%9.89%
20003.92%-2.42%1.72%-5.41%
19993.29%11.00%-16.10%11.91%
199813.45%-1.07%-26.34%22.98%
19970.35%12.29%12.59%-7.70%
19968.81%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month61
3-month89
1-year76
3-year28
5-year18

Load adjusted returns

1-year24.16%
3-year6.90%
5-year15.24%
10-year12.30%