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Neuberger Berman Sustainable Equity Tr (NBSTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.71-0.12 (-0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.51%
5-year average return14.56%
Number of years up18
Number of years down8
Best 1-yr total return (27 May 2024)37.96%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return37.96%
Worst 3-yr total return6.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBSTXCategory
YTD9.09%5.31%
1-month-3.00%-4.19%
3-month6.45%3.90%
1-year28.03%20.31%
3-year7.28%6.48%
5-year12.44%11.78%
10-year10.73%10.96%
Last bull market28.35%25.56%
Last bear market-16.08%-15.11%

Annual total return (%) history

Year
NBSTXCategory
2024
N/AN/A
2023
26.54%22.32%
2022
-18.74%-16.96%
2021
23.18%26.07%
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)

YTD6
1-month9
3-month8
1-year6
3-year40
5-year44

Load adjusted returns

1-year28.03%
3-year7.28%
5-year12.44%
10-year10.73%