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Neuberger Berman Genesis Adv (NBGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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61.23+0.19 (+0.31%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.68%
5-Year Average Return8.04%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)36.49%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return36.49%
Worst 3-Yr Total Return2.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBGAXCategory
YTD3.99%12.40%
1-Month4.80%3.37%
3-Month2.39%4.88%
1-Year17.20%55.69%
3-Year1.71%19.34%
5-Year9.94%20.72%
10-Year9.03%13.98%
Last Bull Market23.22%27.85%
Last Bear Market-12.81%-24.06%

Annual Total Return (%) History

Year
NBGAXCategory
2024
N/AN/A
2023
15.19%N/A
2022
-19.54%N/A
2021
17.75%N/A
2020
24.45%38.62%
2019
28.98%27.68%
2018
-6.98%-5.76%
2017
15.22%21.50%
2016
17.70%11.20%
2015
-0.12%-2.41%
2014
-0.59%2.44%
2013
36.49%40.91%
2012
9.53%13.15%
2011
4.34%-3.55%
2010
21.04%26.98%
2009
25.88%35.46%
2008
-33.01%-41.55%
2007
21.50%7.59%
2006
6.97%10.81%
2005
16.00%6.02%
2004
18.39%12.41%
2003
31.34%45.54%
2002
-3.21%-27.88%
2001
11.75%-8.91%
2000
32.21%-3.85%
1999
3.78%64.77%
1998
-7.21%5.23%
1997
N/A17.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.50%N/AN/AN/A
20236.91%4.64%-5.56%9.02%
2022-11.08%-12.81%-2.41%6.36%
20216.45%1.61%0.56%8.26%
2020-21.06%24.73%4.84%20.56%
201914.93%6.34%-0.31%5.86%
20180.57%3.72%6.83%-16.53%
20172.91%2.00%3.93%5.61%
20161.50%3.94%4.18%7.09%
20154.20%0.24%-6.97%2.79%
2014-1.34%1.82%-6.23%5.54%
201311.18%1.37%11.05%9.06%
20126.69%-3.17%3.77%2.16%
20119.20%-0.10%-15.11%12.66%
20105.04%-6.97%8.66%14.00%
2009-10.32%16.25%13.29%6.59%
2008-4.13%8.22%-12.05%-26.58%
20074.90%8.11%2.52%4.51%
20066.42%-4.24%-1.21%6.25%
20052.72%4.28%9.04%-0.68%
20045.11%4.42%-1.42%9.43%
2003-3.44%13.45%6.12%12.99%
20027.75%-5.14%-8.66%3.67%
2001-0.95%10.21%-11.23%15.32%
200010.17%4.07%4.70%10.13%
1999-9.37%13.90%-7.02%8.12%
19984.74%-5.50%-16.42%12.16%
199720.28%-4.11%N/AN/A

Rank In Category (By Total Return)

YTD61
1-Month48
3-Month21
1-Year60
3-Year13
5-Year36

Load Adjusted Returns

1-Year17.20%
3-Year1.71%
5-Year9.94%
10-Year9.03%