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Neuberger Berman Focus Trust (NBFCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.54+0.14 (+0.49%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.62%
5-Year Average Return9.76%
Number of Years Up23
Number of Years Down7
Best 1 Yr Total Return (Jun 24, 2024)35.14%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return35.14%
Worst 3-Yr Total Return0.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBFCXCategory
YTD11.00%9.95%
1-Month4.70%2.98%
3-Month2.56%8.22%
1-Year23.37%40.81%
3-Year0.57%19.17%
5-Year9.96%18.49%
10-Year8.07%11.83%
Last Bull Market26.50%21.12%
Last Bear Market-20.22%-20.34%

Annual Total Return (%) History

Year
NBFCXCategory
2024
N/AN/A
2023
23.50%N/A
2022
-31.90%N/A
2021
20.04%N/A
2020
24.23%32.67%
2019
28.10%30.40%
2018
-9.05%-7.79%
2017
19.19%30.22%
2016
6.80%2.42%
2015
0.00%1.26%
2014
10.30%2.65%
2013
35.14%26.44%
2012
19.49%18.01%
2011
-3.03%-6.80%
2010
11.84%15.68%
2009
28.84%39.03%
2008
-40.80%-41.58%
2007
6.35%12.98%
2006
12.19%18.96%
2005
-0.20%11.74%
2004
4.82%12.56%
2003
64.58%34.32%
2002
-36.48%-21.99%
2001
-6.92%-16.48%
2000
12.18%-10.78%
1999
25.89%40.28%
1998
13.17%17.98%
1997
24.15%15.84%
1996
16.29%18.24%
1995
36.03%21.26%
1994
0.93%1.25%
1993
N/A29.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.88%N/AN/AN/A
202310.67%5.45%-5.76%12.29%
2022-15.14%-20.22%-5.37%6.30%
20212.69%11.01%-0.65%5.99%
2020-17.85%23.03%11.32%10.42%
201913.28%3.02%1.12%8.55%
2018-0.63%2.50%6.25%-15.97%
20177.13%4.86%2.86%3.16%
2016-2.16%2.74%4.88%1.31%
20151.15%0.72%-7.94%6.63%
20143.03%3.91%-1.22%4.31%
201311.55%2.41%7.81%9.73%
201212.32%-4.52%9.66%1.60%
20117.20%-2.35%-17.36%12.09%
20105.37%-12.55%7.85%12.54%
2009-7.46%16.11%15.08%4.19%
2008-8.03%-2.17%-8.87%-27.80%
2007-0.43%7.81%1.21%-2.11%
200610.11%-4.00%1.83%4.23%
2005-4.91%4.48%-0.33%0.78%
20048.62%-10.58%-6.07%14.90%
2003-3.86%33.98%13.62%12.45%
20024.15%-21.44%-31.93%14.05%
2001-7.96%14.21%-29.23%25.12%
200012.40%-3.09%13.17%-9.00%
19993.81%12.44%-14.74%26.49%
199815.82%0.17%-27.48%34.52%
19970.71%16.90%12.19%-6.01%
19963.44%-0.20%3.66%8.67%
19959.75%12.44%11.29%-0.95%
1994-3.17%1.83%3.31%-0.92%
19933.97%N/AN/AN/A

Rank In Category (By Total Return)

YTD35
1-Month38
3-Month48
1-Year42
3-Year64
5-Year70

Load Adjusted Returns

1-Year23.37%
3-Year0.57%
5-Year9.96%
10-Year8.07%