Singapore markets open in 8 hours 21 minutes

Neuberger Berman M/C Intrinsic Val Inv (NBRVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.70-0.04 (-0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.58%
5-year average return6.26%
Number of years up16
Number of years down8
Best 1-yr total return (9 May 2024)48.02%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return48.02%
Worst 3-yr total return-1.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBRVXCategory
YTD0.59%21.28%
1-month-5.48%-1.96%
3-month2.23%4.90%
1-year11.14%55.83%
3-year3.06%11.08%
5-year4.83%11.93%
10-year5.98%10.64%
Last bull market22.91%25.54%
Last bear market-14.45%-22.08%

Annual total return (%) history

Year
NBRVXCategory
2024
N/AN/A
2023
11.06%N/A
2022
-9.73%N/A
2021
32.67%N/A
2020
-4.29%2.63%
2019
17.21%25.18%
2018
-14.81%-12.86%
2017
16.70%13.22%
2016
18.06%18.06%
2015
-8.04%-5.41%
2014
13.15%9.31%
2013
36.67%35.14%
2012
15.77%16.60%
2011
-6.79%-3.96%
2010
26.36%21.92%
2009
48.02%35.41%
2008
-47.19%-36.77%
2007
5.09%0.83%
2006
11.55%15.87%
2005
12.42%8.82%
2004
22.34%17.85%
2003
35.88%33.85%
2002
-11.69%-13.25%
2001
-2.34%6.67%
2000
31.24%18.45%
1999
N/A8.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.42%N/AN/AN/A
20231.11%2.45%-3.38%10.97%
20220.11%-14.45%-5.48%11.50%
202118.23%7.03%-3.38%8.52%
2020-40.56%23.26%1.78%28.35%
201915.13%-0.68%-1.66%4.23%
2018-0.57%2.16%2.50%-18.17%
20175.74%3.53%3.45%3.06%
20164.77%1.29%4.87%6.09%
20154.63%-1.75%-11.10%0.63%
20142.85%5.31%-1.51%6.07%
201314.41%2.95%7.73%7.70%
201212.20%-4.63%5.38%2.68%
20117.78%-1.91%-22.87%14.30%
20109.90%-12.11%14.03%14.72%
2009-10.98%23.99%25.73%6.66%
2008-10.35%4.53%-21.41%-28.29%
20073.37%6.47%-3.37%-1.19%
20065.37%-2.95%-2.45%11.83%
20050.57%2.84%7.23%1.37%
20045.56%1.98%1.01%12.52%
2003-2.65%14.80%5.88%14.83%
20024.50%-4.06%-15.37%4.08%
2001-7.26%6.69%-10.96%10.84%
200010.41%-1.94%14.08%6.25%
1999-11.50%15.64%N/AN/A

Rank in category (by total return)

YTD77
1-month62
3-month77
1-year70
3-year74
5-year97

Load adjusted returns

1-year11.14%
3-year3.06%
5-year4.83%
10-year5.98%