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Neuberger Berman Sustainable Equity Tr (NBSTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.23+0.31 (+0.71%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.09%
5-Year Average Return12.44%
Number of Years Up18
Number of Years Down8
Best 1 Yr Total Return (Apr 29, 2024)37.96%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return37.96%
Worst 3-Yr Total Return6.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBSTXCategory
YTD12.47%14.84%
1-Month3.40%1.65%
3-Month12.47%7.55%
1-Year34.32%40.47%
3-Year9.88%16.77%
5-Year13.80%16.15%
10-Year11.03%13.21%
Last Bull Market37.84%24.09%
Last Bear Market-16.08%-17.61%

Annual Total Return (%) History

Year
NBSTXCategory
2024
N/AN/A
2023
26.54%N/A
2022
-18.74%N/A
2021
23.18%N/A
2020
19.21%15.83%
2019
25.63%28.78%
2018
-5.97%-6.27%
2017
18.39%20.44%
2016
9.88%10.37%
2015
-0.56%-1.07%
2014
10.28%10.96%
2013
37.96%31.50%
2012
10.79%14.96%
2011
-3.05%-1.27%
2010
22.56%14.01%
2009
30.34%28.17%
2008
-38.90%-37.79%
2007
7.31%6.16%
2006
14.21%14.17%
2005
7.45%5.88%
2004
13.35%10.02%
2003
34.15%27.05%
2002
-14.66%-22.25%
2001
-2.91%-13.50%
2000
-0.63%-6.31%
1999
6.88%20.16%
1998
14.81%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.47%N/AN/AN/A
20235.95%8.73%-3.28%13.57%
2022-5.92%-16.08%-5.17%8.55%
20217.38%5.51%-1.10%9.93%
2020-21.56%19.22%9.55%16.37%
201911.76%1.75%2.39%7.90%
20180.39%3.60%4.61%-13.57%
20176.62%2.60%2.63%5.46%
20160.52%0.73%4.85%3.50%
20151.59%-1.06%-6.53%5.85%
20140.52%4.21%0.04%5.23%
201315.06%1.93%7.48%9.44%
201210.47%-6.35%5.23%1.77%
20116.93%-0.64%-17.53%10.65%
20107.08%-7.14%9.31%12.75%
2009-5.92%15.30%14.19%5.23%
2008-8.70%-0.60%-8.20%-26.66%
20071.01%9.07%-0.56%-2.04%
20063.11%-1.91%5.34%7.20%
2005-1.78%-0.13%7.13%2.25%
20041.24%0.72%0.29%10.83%
20031.69%14.05%1.78%13.65%
20021.28%-8.08%-17.23%10.73%
2001-7.45%4.37%-11.39%13.43%
2000-1.34%-3.29%2.73%1.37%
1999-0.74%12.37%-9.95%6.41%
199813.11%-1.93%-14.33%20.81%
199715.63%10.50%-0.82%N/A

Rank In Category (By Total Return)

YTD11
1-Month41
3-Month11
1-Year8
3-Year58
5-Year58

Load Adjusted Returns

1-Year34.32%
3-Year9.88%
5-Year13.80%
10-Year11.03%