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Neuberger Berman Genesis R6 (NRGSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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62.21-0.72 (-1.14%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.93%
5-Year Average Return9.13%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)29.76%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return29.76%
Worst 3-Yr Total Return3.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNRGSXCategory
YTD4.24%12.40%
1-Month4.85%3.37%
3-Month2.55%4.88%
1-Year17.90%55.69%
3-Year2.33%19.34%
5-Year10.60%20.72%
10-Year9.68%13.98%
Last Bull Market23.55%27.85%
Last Bear Market-12.70%-24.06%

Annual Total Return (%) History

Year
NRGSXCategory
2024
N/AN/A
2023
15.89%N/A
2022
-19.05%N/A
2021
18.46%N/A
2020
25.17%38.62%
2019
29.76%27.68%
2018
-6.42%-5.76%
2017
15.88%21.50%
2016
18.44%11.20%
2015
0.47%-2.41%
2014
0.02%2.44%
2013
N/A40.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.67%N/AN/AN/A
20237.06%4.81%-5.42%9.20%
2022-10.94%-12.70%-2.25%6.52%
20216.61%1.78%0.70%8.43%
2020-20.95%24.90%5.01%20.72%
201915.10%6.49%-0.15%6.02%
20180.71%3.89%7.00%-16.42%
20173.03%2.17%4.09%5.75%
20161.68%4.10%4.31%7.26%
20154.36%0.37%-6.80%2.91%
2014-1.20%1.98%-6.09%5.71%
20131.51%11.20%9.23%N/A

Rank In Category (By Total Return)

YTD57
1-Month47
3-Month20
1-Year54
3-Year10
5-Year29

Load Adjusted Returns

1-Year17.90%
3-Year2.33%
5-Year10.60%
10-Year9.68%