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Neuberger Berman Small Cap Growth Inv (NBMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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46.68+0.33 (+0.71%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.64%
5-Year Average Return8.27%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (Jun 17, 2024)47.14%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return47.14%
Worst 3-Yr Total Return-4.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBMIXCategory
YTD14.94%12.40%
1-Month5.36%3.37%
3-Month1.60%4.88%
1-Year26.10%55.69%
3-Year0.63%19.34%
5-Year9.02%20.72%
10-Year11.33%13.98%
Last Bull Market42.35%27.85%
Last Bear Market-16.59%-24.06%

Annual Total Return (%) History

Year
NBMIXCategory
2024
N/AN/A
2023
10.01%N/A
2022
-24.43%N/A
2021
4.42%N/A
2020
42.81%38.62%
2019
34.50%27.68%
2018
5.56%-5.76%
2017
28.13%21.50%
2016
6.15%11.20%
2015
-5.61%-2.41%
2014
3.89%2.44%
2013
47.14%40.91%
2012
9.02%13.15%
2011
-1.40%-3.55%
2010
20.57%26.98%
2009
23.07%35.46%
2008
-42.26%-41.55%
2007
26.41%7.59%
2006
7.98%10.81%
2005
15.22%6.02%
2004
16.20%12.41%
2003
33.26%45.54%
2002
-44.46%-27.88%
2001
-14.47%-8.91%
2000
-28.68%-3.85%
1999
130.49%64.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202417.49%N/AN/AN/A
20233.77%4.11%-7.60%10.19%
2022-12.63%-16.59%0.20%3.50%
20212.12%0.97%-2.39%3.76%
2020-20.60%30.34%10.33%25.08%
201927.81%2.98%-8.65%11.87%
20187.47%9.25%7.69%-16.52%
20179.14%5.04%6.59%4.85%
2016-9.66%4.99%12.44%-0.47%
20155.00%3.18%-11.94%-1.07%
2014-0.39%-1.74%-4.15%10.74%
201311.86%5.44%14.29%9.15%
201211.74%-2.84%5.02%-4.38%
201110.91%0.50%-19.67%10.12%
20105.39%-10.43%9.93%16.18%
2009-11.87%17.23%12.93%5.48%
2008-15.48%3.51%-12.49%-24.59%
20076.00%9.60%6.36%2.30%
20068.76%-4.57%-4.03%8.40%
2005-3.99%4.55%9.83%4.51%
20044.64%1.42%-5.61%16.00%
2003-3.38%17.39%4.12%12.85%
2002-6.03%-19.38%-26.43%-0.35%
2001-25.06%22.78%-27.89%28.91%
200021.20%-12.37%-8.31%-26.77%
19996.65%18.16%5.75%72.95%

Rank In Category (By Total Return)

YTD7
1-Month30
3-Month28
1-Year15
3-Year22
5-Year43

Load Adjusted Returns

1-Year26.10%
3-Year0.63%
5-Year9.02%
10-Year11.33%