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Neuberger Berman Genesis Tr (NBGEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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62.44+0.19 (+0.31%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.82%
5-Year Average Return8.31%
Number of Years Up23
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)36.89%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return36.89%
Worst 3-Yr Total Return3.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBGEXCategory
YTD4.10%12.40%
1-Month4.81%3.37%
3-Month2.46%4.88%
1-Year17.48%55.69%
3-Year1.97%19.34%
5-Year10.22%20.72%
10-Year9.31%13.98%
Last Bull Market23.36%27.85%
Last Bear Market-12.77%-24.06%

Annual Total Return (%) History

Year
NBGEXCategory
2024
N/AN/A
2023
15.48%N/A
2022
-19.33%N/A
2021
18.05%N/A
2020
24.73%38.62%
2019
29.33%27.68%
2018
-6.74%-5.76%
2017
15.50%21.50%
2016
18.06%11.20%
2015
0.15%-2.41%
2014
-0.31%2.44%
2013
36.89%40.91%
2012
9.82%13.15%
2011
4.60%-3.55%
2010
21.38%26.98%
2009
26.25%35.46%
2008
-32.85%-41.55%
2007
21.80%7.59%
2006
7.26%10.81%
2005
16.30%6.02%
2004
18.68%12.41%
2003
31.65%45.54%
2002
-2.99%-27.88%
2001
12.08%-8.91%
2000
32.49%-3.85%
1999
4.01%64.77%
1998
-6.98%5.23%
1997
34.86%17.41%
1996
29.90%18.67%
1995
27.17%36.15%
1994
-1.66%-0.52%
1993
N/A17.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.58%N/AN/AN/A
20236.97%4.71%-5.50%9.10%
2022-11.02%-12.77%-2.35%6.43%
20216.53%1.68%0.62%8.32%
2020-21.03%24.81%4.91%20.62%
201915.00%6.40%-0.24%5.95%
20180.64%3.79%6.91%-16.49%
20172.95%2.09%4.00%5.66%
20161.58%4.03%4.24%7.17%
20154.27%0.31%-6.89%2.84%
2014-1.29%1.91%-6.19%5.64%
201311.27%1.44%11.12%9.15%
20126.74%-3.11%3.85%2.24%
20119.24%0.00%-15.07%12.74%
20105.10%-6.91%8.75%14.08%
2009-10.20%16.30%13.30%6.69%
2008-4.08%8.29%-11.99%-26.55%
20074.94%8.17%2.60%4.58%
20066.49%-4.18%-1.15%6.34%
20052.79%4.35%9.11%-0.63%
20045.16%4.52%-1.40%9.51%
2003-3.38%13.50%6.16%13.09%
20027.76%-5.07%-8.60%3.74%
2001-0.86%10.29%-11.18%15.40%
200010.17%4.18%4.72%10.22%
1999-9.39%14.00%-7.00%8.27%
19984.73%-5.37%-16.44%12.34%
1997-1.69%18.82%20.18%-3.94%
19967.84%7.99%2.67%8.64%
19953.56%9.02%9.30%3.04%
1994-3.69%-0.88%4.07%-1.00%
19934.76%N/AN/AN/A

Rank In Category (By Total Return)

YTD59
1-Month48
3-Month21
1-Year57
3-Year12
5-Year32

Load Adjusted Returns

1-Year17.48%
3-Year1.97%
5-Year10.22%
10-Year9.31%