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Neuberger Berman Mid Cap Growth Tr (NBMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.64-0.07 (-0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.60%
5-year average return9.57%
Number of years up23
Number of years down7
Best 1-yr total return (13 Jun 2024)39.30%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return39.30%
Worst 3-yr total return-1.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBMTXCategory
YTD9.99%10.80%
1-month1.74%4.43%
3-month-2.90%7.00%
1-year23.65%48.17%
3-year0.22%21.26%
5-year10.32%20.18%
10-year10.17%14.07%
Last bull market35.28%27.14%
Last bear market-20.73%-21.26%

Annual total return (%) history

Year
NBMTXCategory
2024
N/AN/A
2023
18.11%N/A
2022
-28.82%N/A
2021
12.59%N/A
2020
39.30%39.26%
2019
33.51%32.52%
2018
-6.05%-6.65%
2017
25.25%23.91%
2016
4.71%6.03%
2015
1.30%-0.95%
2014
7.70%7.00%
2013
31.85%34.93%
2012
12.17%14.07%
2011
1.38%-3.96%
2010
27.79%24.61%
2009
29.08%39.11%
2008
-41.14%-43.77%
2007
21.26%15.09%
2006
14.20%9.00%
2005
13.07%9.84%
2004
16.03%13.23%
2003
30.55%35.96%
2002
-31.23%-27.24%
2001
-29.68%-19.98%
2000
-11.40%-4.78%
1999
49.57%60.49%
1998
15.91%18.76%
1997
29.33%17.98%
1996
9.74%18.11%
1995
30.82%34.57%
1994
-3.43%-1.85%
1993
N/A13.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.89%N/AN/AN/A
20237.90%5.12%-6.43%11.28%
2022-12.72%-20.73%0.30%2.58%
20212.26%7.58%-0.40%2.75%
2020-18.30%30.21%9.59%19.48%
201918.64%6.87%-1.59%7.00%
20183.53%3.15%7.51%-18.17%
20177.04%4.62%4.50%7.02%
2016-3.56%1.44%5.96%1.02%
20157.61%2.40%-8.44%0.40%
20140.22%2.12%-2.12%7.51%
20139.30%1.90%9.91%7.72%
201214.61%-5.08%3.62%-0.49%
20116.57%2.31%-14.37%8.58%
20106.83%-6.91%13.18%13.53%
2009-4.96%12.79%12.85%6.70%
2008-15.50%5.08%-13.30%-23.55%
20076.36%8.91%7.18%-2.33%
200611.23%-3.86%-1.31%8.22%
2005-2.71%4.41%7.54%3.50%
20042.60%4.54%-4.44%13.21%
2003-1.56%15.80%1.61%12.70%
2002-3.40%-16.92%-15.76%1.73%
2001-28.87%15.19%-30.10%22.79%
200024.92%-8.61%8.87%-28.71%
1999-3.34%6.08%-2.02%48.88%
199811.40%3.89%-21.35%27.34%
19973.08%14.15%12.27%-2.10%
19965.89%0.00%-1.14%4.84%
199510.41%10.26%12.24%-4.26%
1994-2.75%-5.85%7.17%-1.60%
1993-0.39%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month60
3-month70
1-year23
3-year44
5-year47

Load adjusted returns

1-year23.65%
3-year0.22%
5-year10.32%
10-year10.17%