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Neuberger Berman US Eq Idx PtWrtStrt A (NUPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.96+0.03 (+0.27%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.99%
5-year average return6.02%
Number of years up4
Number of years down2
Best 1-yr total return (13 Sept 2023)17.71%
Worst 1-yr total return (13 Sept 2023)N/A
Best 3-yr total return17.71%
Worst 3-yr total return4.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNUPAXCategory
YTD12.99%6.64%
1-month0.64%1.03%
3-month2.35%3.58%
1-year12.74%16.67%
3-year8.28%6.96%
5-year6.02%6.01%
10-year0.00%4.42%
Last bull market24.91%12.48%
Last bear market-9.99%-10.95%

Annual total return (%) history

Year
NUPAXCategory
2023
N/AN/A
2022
-11.42%N/A
2021
17.71%N/A
2020
8.00%7.16%
2019
15.74%11.34%
2018
-6.24%-3.45%
2017
10.98%6.02%
2016
N/A3.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.11%6.02%N/AN/A
2022-2.91%-9.99%-4.72%6.39%
20215.88%5.39%0.53%4.94%
2020-15.79%12.77%5.42%7.89%
20196.86%2.02%1.51%4.58%
2018-3.64%2.95%4.15%-9.25%
20173.57%2.45%2.40%2.13%
20162.68%N/AN/AN/A

Rank in category (by total return)

YTD52
1-month53
3-month80
1-year54
3-year23
5-year35

Load adjusted returns

1-year5.88%
3-year5.63%
5-year4.75%
10-yearN/A