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Neuberger Berman Sustainable Equity Inv (NBSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.42-0.09 (-0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.82%
5-year average return14.90%
Number of years up21
Number of years down8
Best 1-yr total return (2 June 2024)38.20%
Worst 1-yr total return (2 June 2024)N/A
Best 3-yr total return38.20%
Worst 3-yr total return6.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBSRXCategory
YTD9.17%5.31%
1-month-2.98%-4.19%
3-month6.52%3.90%
1-year28.24%20.31%
3-year7.47%6.48%
5-year12.65%11.78%
10-year10.92%10.96%
Last bull market28.46%25.56%
Last bear market-16.04%-15.11%

Annual total return (%) history

Year
NBSRXCategory
2024
N/AN/A
2023
26.76%22.32%
2022
-18.61%-16.96%
2021
23.43%26.07%
2020
19.38%15.83%
2019
25.87%28.78%
2018
-5.83%-6.27%
2017
18.57%20.44%
2016
10.10%10.37%
2015
-0.41%-1.07%
2014
10.50%10.96%
2013
38.20%31.50%
2012
10.95%14.96%
2011
-2.90%-1.27%
2010
22.79%14.01%
2009
30.61%28.17%
2008
-38.77%-37.79%
2007
7.48%6.16%
2006
14.44%14.17%
2005
7.58%5.88%
2004
13.57%10.02%
2003
34.48%27.05%
2002
-14.45%-22.25%
2001
-2.57%-13.50%
2000
-0.44%-6.31%
1999
7.04%20.16%
1998
15.01%22.39%
1997
24.41%28.37%
1996
18.50%20.76%
1995
38.94%32.35%
1994
N/A-0.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.52%N/AN/AN/A
20236.02%8.76%-3.23%13.61%
2022-5.89%-16.04%-5.13%8.58%
20217.45%5.57%-1.08%10.01%
2020-21.54%19.28%9.58%16.42%
201911.81%1.81%2.42%7.97%
20180.42%3.66%4.64%-13.54%
20176.63%2.64%2.68%5.51%
20160.59%0.74%4.94%3.54%
20151.62%-1.02%-6.47%5.87%
20140.60%4.25%0.05%5.30%
201315.15%1.95%7.54%9.46%
201210.52%-6.36%5.34%1.77%
20116.91%-0.55%-17.50%10.71%
20107.13%-7.15%9.39%12.85%
2009-5.89%15.32%14.27%5.32%
2008-8.64%-0.58%-8.14%-26.61%
20071.05%9.08%-0.49%-2.01%
20063.17%-1.88%5.35%7.31%
2005-1.78%-0.05%7.17%2.25%
20041.27%0.75%0.35%10.93%
20031.82%14.03%1.85%13.73%
20021.33%-8.10%-17.08%10.79%
2001-7.36%4.45%-11.25%13.45%
2000-1.27%-3.21%2.76%1.39%
1999-0.80%12.40%-9.91%6.56%
199813.16%-2.03%-14.24%20.98%
1997-1.86%15.54%10.51%-0.71%
19964.37%3.67%2.12%7.24%
19957.68%9.16%9.10%8.34%
19940.75%3.81%-1.73%N/A

Rank in category (by total return)

YTD5
1-month8
3-month8
1-year6
3-year36
5-year39

Load adjusted returns

1-year28.24%
3-year7.47%
5-year12.65%
10-year10.92%