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Neuberger Berman Sustainable Equity R6 (NRSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.93-0.10 (-0.22%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.51%
5-Year Average Return14.64%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 13, 2024)27.13%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return27.13%
Worst 3-Yr Total Return6.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNRSRXCategory
YTD13.16%5.31%
1-Month3.58%-4.19%
3-Month3.99%3.90%
1-Year32.65%20.31%
3-Year8.83%6.48%
5-Year15.32%11.78%
10-Year11.38%10.96%
Last Bull Market28.60%25.56%
Last Bear Market-16.00%-15.11%

Annual Total Return (%) History

Year
NRSRXCategory
2024
N/AN/A
2023
27.13%22.32%
2022
-18.38%-16.96%
2021
23.73%26.07%
2020
19.75%15.83%
2019
26.18%28.78%
2018
-5.56%-6.27%
2017
18.85%20.44%
2016
10.38%10.37%
2015
-0.14%-1.07%
2014
10.77%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.59%N/AN/AN/A
20236.10%8.81%-3.16%13.72%
2022-5.81%-16.00%-5.06%8.65%
20217.52%5.62%-1.00%10.05%
2020-21.47%19.35%9.65%16.52%
201911.88%1.87%2.50%8.01%
20180.50%3.71%4.69%-13.45%
20176.68%2.72%2.73%5.57%
20160.65%0.80%4.99%3.63%
20151.68%-0.94%-6.43%5.96%
20140.66%4.33%0.11%5.37%
20132.02%7.59%9.54%N/A

Rank In Category (By Total Return)

YTD11
1-Month74
3-Month26
1-Year7
3-Year36
5-Year35

Load Adjusted Returns

1-Year32.65%
3-Year8.83%
5-Year15.32%
10-Year11.38%