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Neuberger Berman Small Cap Growth Instl (NBSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.24+0.28 (+0.64%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.16%
5-year average return7.09%
Number of years up12
Number of years down3
Best 1-yr total return (2 May 2024)47.58%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return47.58%
Worst 3-yr total return-4.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBSMXCategory
YTD9.12%12.40%
1-month-7.14%3.37%
3-month6.68%4.88%
1-year17.57%55.69%
3-year-3.58%19.34%
5-year6.90%20.72%
10-year11.05%13.98%
Last bull market42.42%27.85%
Last bear market-16.57%-24.06%

Annual total return (%) history

Year
NBSMXCategory
2024
N/AN/A
2023
10.13%N/A
2022
-24.35%N/A
2021
4.54%N/A
2020
43.20%38.62%
2019
34.90%27.68%
2018
5.88%-5.76%
2017
28.48%21.50%
2016
6.53%11.20%
2015
-5.34%-2.41%
2014
4.21%2.44%
2013
47.58%40.91%
2012
9.39%13.15%
2011
-1.11%-3.55%
2010
20.50%26.98%
2009
23.49%35.46%
2008
N/A-41.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.51%N/AN/AN/A
20233.82%4.10%-7.55%10.22%
2022-12.60%-16.57%0.23%3.52%
20212.15%0.99%-2.37%3.79%
2020-20.56%30.43%10.42%25.16%
201927.90%3.07%-8.60%11.96%
20187.57%9.32%7.78%-16.46%
20179.18%5.14%6.66%4.94%
2016-9.56%5.08%12.50%-0.35%
20155.08%3.24%-11.83%-1.05%
2014-0.28%-1.71%-4.05%10.81%
201311.97%5.51%14.40%9.20%
201211.80%-2.71%5.06%-4.28%
201111.01%0.55%-19.62%10.22%
20105.16%-10.38%10.02%16.21%
2009-11.75%17.34%12.94%5.59%
2008-12.42%-24.48%N/AN/A

Rank in category (by total return)

YTD4
1-month69
3-month10
1-year23
3-year40
5-year41

Load adjusted returns

1-year17.57%
3-year-3.58%
5-year6.90%
10-year11.05%