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Neuberger Berman Mid Cap Growth Fd Advisor Cl: (MF: NBMBX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$16.82 USD
+0.04 (0.24%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.16 | 42 |
| 3 months | -2.35 | 66 |
| 6 months | 12.16 | 42 |
| 1 Year | 16.60 | 55 |
| 3 Year | -0.51 | 85 |
| 5 Year | 9.58 | 66 |
| 10 Year | 10.01 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 152.12 |
| Bear Market (10/07 - 2/09) | -48.61 |
| Bull Market (2/09 - 3/21) | 630.55 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.60 |
| 5 Year | 9.58 |
| 10 Year | 10.01 |
| Since Inception | 8.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.86 | -2.35 | NA | NA |
| 2023 | 7.78 | 5.07 | -6.53 | 11.22 |
| 2022 | -12.74 | -20.76 | 0.22 | 2.54 |
| 2021 | 2.18 | 7.55 | 2.16 | 2.70 |
| 2020 | -18.35 | 30.18 | 9.54 | 19.30 |
| 2019 | 18.54 | 6.83 | -1.66 | 6.88 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.16 | 17.73 | -28.94 | 15.32 | 38.91 | 33.11 | -6.27 | 24.86 | 4.48 | 1.07 | 7.37 |
| % Total Return Rel to Index | -3.14 | -8.51 | -10.73 | -13.35 | 20.51 | 1.62 | -1.88 | 3.07 | -7.45 | -0.31 | -6.27 |
| % Total Return Rel to Peer | 1.49 | -5.26 | -9.24 | -6.73 | 18.99 | 4.68 | 0.58 | 4.19 | -3.33 | 2.67 | -0.83 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 5.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.48 | 0.64 | 3.13 | 1.87 | 0.83 | 1.43 | 1.30 | 0.35 | 0.64 | 0.99 |
| Expense Ratio | 1.19 | 1.20 | 1.19 | 1.17 | 1.20 | 1.21 | 1.21 | 1.23 | 1.24 | 1.25 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%