Canada markets closed

Neuberger Berman Focus Investor (NBSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
26.58+0.03 (+0.11%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.07%
5-Year Average Return7.72%
Number of Years Up53
Number of Years Down15
Best 1 Yr Total Return (Apr 29, 2024)35.45%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return35.45%
Worst 3-Yr Total Return0.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBSSXCategory
YTD10.95%9.95%
1-Month2.47%2.98%
3-Month10.95%8.22%
1-Year23.99%40.81%
3-Year3.13%19.17%
5-Year9.69%18.49%
10-Year8.45%11.83%
Last Bull Market38.82%21.12%
Last Bear Market-20.14%-20.34%

Annual Total Return (%) History

Year
NBSSXCategory
2024
N/AN/A
2023
23.73%N/A
2022
-31.74%N/A
2021
20.28%N/A
2020
24.45%32.67%
2019
28.37%30.40%
2018
-8.88%-7.79%
2017
19.34%30.22%
2016
7.01%2.42%
2015
0.20%1.26%
2014
10.51%2.65%
2013
35.45%26.44%
2012
19.69%18.01%
2011
-2.85%-6.80%
2010
12.07%15.68%
2009
29.27%39.03%
2008
-40.68%-41.58%
2007
6.54%12.98%
2006
12.41%18.96%
2005
0.00%11.74%
2004
5.00%12.56%
2003
64.89%34.32%
2002
-36.41%-21.99%
2001
-6.69%-16.48%
2000
12.42%-10.78%
1999
26.02%40.28%
1998
13.24%17.98%
1997
24.15%15.84%
1996
16.22%18.24%
1995
36.19%21.26%
1994
0.87%1.25%
1993
16.33%29.30%
1992
21.10%5.37%
1991
24.66%27.16%
1990
-5.92%-6.88%
1989
29.78%22.49%
1988
16.47%16.97%
1987
0.63%7.26%
1986
10.09%16.29%
1985
22.38%33.58%
1984
4.84%-5.09%
1983
22.20%26.44%
1982
0.92%21.62%
1981
-10.66%-5.17%
1980
40.89%38.81%
1979
49.75%37.98%
1978
5.28%13.13%
1977
2.67%-0.30%
1976
32.85%28.02%
1975
33.50%37.80%
1974
-18.56%-23.57%
1973
-6.87%-19.95%
1972
11.53%10.71%
1971
8.75%19.18%
1970
-4.24%1.60%
1969
-14.67%-17.20%
1968
6.11%14.89%
1967
38.80%40.19%
1966
-0.69%-0.13%
1965
28.74%27.25%
1964
9.14%6.45%
1963
21.39%19.73%
1962
-17.76%-16.30%
1961
20.16%31.39%
1960
6.07%0.96%
1959
23.90%13.05%
1958
47.86%47.86%
1957
-15.24%-15.24%
1956
22.12%22.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.95%N/AN/AN/A
202310.71%5.50%-5.72%12.35%
2022-15.12%-20.14%-5.34%6.38%
20212.76%11.05%-0.59%6.03%
2020-17.82%23.08%11.35%10.49%
201913.37%3.06%1.16%8.62%
2018-0.57%2.58%6.28%-15.95%
20177.10%4.92%2.96%3.16%
2016-2.15%2.82%4.91%1.38%
20151.24%0.72%-7.87%6.66%
20143.08%3.98%-1.22%4.38%
201311.62%2.50%7.83%9.79%
201212.34%-4.46%9.73%1.62%
20117.24%-2.28%-17.36%12.19%
20105.40%-12.45%7.88%12.59%
2009-7.36%16.21%15.17%4.26%
2008-7.96%-2.11%-8.83%-27.78%
2007-0.38%7.85%1.27%-2.09%
200610.15%-3.95%1.87%4.30%
2005-4.86%4.53%-0.27%0.83%
20048.69%-10.53%-6.07%14.96%
2003-3.76%34.06%13.65%12.46%
20024.23%-21.45%-31.87%14.01%
2001-7.89%14.25%-29.21%25.27%
200012.48%-3.12%13.26%-8.92%
19993.81%12.44%-14.69%26.56%
199815.87%0.23%-27.51%34.51%
19970.71%16.95%12.15%-6.01%
19963.40%-0.17%3.64%8.64%
19959.78%12.45%11.30%-0.88%
1994-3.21%1.79%3.30%-0.89%
19934.33%1.69%4.38%5.04%
19922.55%0.78%4.31%12.33%
199112.66%-3.17%6.66%7.14%
1990-3.86%4.18%-9.07%3.30%
19898.25%6.97%10.39%1.53%
19889.94%2.35%0.06%3.45%
198718.73%4.29%4.50%-22.23%
19862.66%3.77%0.48%2.84%
19859.73%3.59%-1.79%9.62%
19842.07%-3.28%7.50%-1.20%
19836.14%14.08%1.66%-0.72%
1982-13.10%-1.63%6.57%10.78%
1981-3.07%-4.75%-8.83%6.14%
1980-2.45%15.34%11.98%11.83%
197910.52%9.19%11.67%11.12%
1978-3.73%7.07%8.67%-6.02%
1977-1.92%8.53%-5.76%2.35%
197615.83%8.49%0.58%5.12%
197515.48%22.05%-7.71%2.63%
1974-4.28%-11.44%-14.27%12.05%
1973-7.78%-7.93%14.28%-4.02%
19726.14%-2.54%0.43%7.36%
197113.76%0.67%-5.42%0.41%
1970-2.38%-19.84%16.28%5.24%
1969-4.68%-5.49%-4.62%-0.69%
1968-6.38%9.32%2.33%1.31%
196718.58%7.70%7.83%0.79%
19660.56%-3.11%-8.93%11.93%
19652.04%-4.34%16.97%12.75%
19643.19%1.98%3.20%0.49%
19635.25%7.92%2.76%4.00%
1962-5.13%-25.56%5.53%10.34%
196117.88%-4.53%-0.92%7.75%
1960-2.26%10.98%-10.03%8.68%
195913.36%2.61%-7.02%14.55%
19586.08%9.41%9.95%15.86%
19571.75%8.37%-15.46%-9.08%
195612.13%0.39%-2.66%11.45%

Rank In Category (By Total Return)

YTD38
1-Month55
3-Month38
1-Year44
3-Year62
5-Year72

Load Adjusted Returns

1-Year23.99%
3-Year3.13%
5-Year9.69%
10-Year8.45%