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Neuberger Berman Large Cap Growth Tr (NBGTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.86-0.49 (-1.86%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.15%
5-Year Average Return15.59%
Number of Years Up22
Number of Years Down8
Best 1 Yr Total Return (Apr 29, 2024)38.60%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return38.60%
Worst 3-Yr Total Return4.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBGTXCategory
YTD9.50%12.38%
1-Month1.08%5.09%
3-Month9.50%10.28%
1-Year31.39%41.70%
3-Year11.14%22.56%
5-Year17.96%21.98%
10-Year13.17%15.99%
Last Bull Market41.70%25.99%
Last Bear Market-15.79%-17.29%

Annual Total Return (%) History

Year
NBGTXCategory
2024
N/AN/A
2023
35.70%N/A
2022
-24.50%N/A
2021
27.37%N/A
2020
34.32%35.86%
2019
36.34%31.90%
2018
-7.13%-2.09%
2017
25.11%27.67%
2016
9.06%3.23%
2015
-4.99%3.60%
2014
9.14%10.00%
2013
38.60%33.92%
2012
12.61%15.34%
2011
-3.05%-2.46%
2010
19.37%15.53%
2009
29.81%35.68%
2008
-38.27%-40.67%
2007
7.38%13.35%
2006
13.32%7.05%
2005
8.26%6.71%
2004
15.93%7.81%
2003
35.01%28.66%
2002
-25.91%-27.64%
2001
-1.93%-22.30%
2000
-1.97%-13.05%
1999
8.36%38.87%
1998
2.36%34.55%
1997
17.83%26.36%
1996
17.74%19.76%
1995
31.99%32.65%
1994
1.52%-2.45%
1993
N/A8.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
202313.10%8.62%-2.73%13.56%
2022-8.51%-15.79%-4.68%2.80%
20214.08%11.85%1.83%7.45%
2020-14.79%25.12%13.07%11.41%
201914.58%5.77%3.49%8.72%
2018-0.44%4.48%7.41%-16.88%
20176.56%5.35%4.12%7.04%
20161.94%0.86%3.68%2.30%
20150.23%-1.70%-8.10%4.93%
2014-0.21%3.89%1.20%4.03%
201314.51%1.76%8.28%9.85%
201210.76%-4.37%5.76%0.52%
20117.33%-0.88%-16.94%9.72%
20104.51%-7.65%9.35%13.10%
2009-7.02%15.67%13.67%6.18%
2008-9.03%-0.23%-7.60%-26.38%
20070.47%8.91%0.06%-1.92%
20063.42%-2.41%4.87%7.07%
2005-1.46%0.54%7.27%1.86%
20042.57%1.64%0.34%10.83%
2003-1.43%18.18%2.77%12.78%
20021.76%-12.26%-21.97%6.36%
2001-3.93%5.43%-12.01%10.03%
20004.03%-2.31%1.88%-5.31%
19993.46%11.15%-15.98%12.15%
199813.70%-0.97%-26.19%23.16%
19970.44%12.62%12.72%-7.58%
19963.55%0.91%3.41%8.96%
19959.64%11.46%9.00%-0.92%
1994-1.97%1.35%2.95%-0.74%
19933.69%N/AN/AN/A

Rank In Category (By Total Return)

YTD77
1-Month90
3-Month77
1-Year75
3-Year24
5-Year14

Load Adjusted Returns

1-Year31.39%
3-Year11.14%
5-Year17.96%
10-Year13.17%