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Neuberger Berman Long Short Fd Cl A: (MF: NLSAX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$17.68 USD
+0.04 (0.23%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.84 | 87 |
| 3 months | 0.85 | 59 |
| 6 months | 2.84 | 87 |
| 1 Year | 7.90 | 81 |
| 3 Year | 3.46 | 27 |
| 5 Year | 7.02 | 42 |
| 10 Year | 5.00 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 2.03 |
| 5 Year | 5.82 |
| 10 Year | 4.42 |
| Since Inception | 5.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.97 | 0.85 | NA | NA |
| 2023 | 4.15 | 3.11 | -0.18 | 5.10 |
| 2022 | -2.94 | -4.95 | -2.26 | 2.84 |
| 2021 | 1.15 | 4.20 | 0.74 | 2.29 |
| 2020 | -5.79 | 9.55 | 6.14 | 4.79 |
| 2019 | 7.23 | 3.91 | 1.39 | 3.30 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.84 | 12.68 | -7.27 | 8.63 | 14.80 | 16.72 | -7.21 | 13.03 | 3.32 | -4.34 | 2.18 |
| % Total Return Rel to Index | -12.46 | -13.56 | 10.92 | -20.04 | -3.59 | -14.77 | -2.82 | -8.75 | -8.60 | -5.73 | -11.45 |
| % Total Return Rel to Peer | -3.34 | -0.47 | 5.69 | -2.87 | 4.11 | -0.47 | -0.71 | -0.42 | -2.94 | -1.99 | -1.89 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 1.00 | 4.00 | 2.00 | 4.00 | 3.00 | 4.00 | 5.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.05 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.28 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.06 | 0.92 | 0.20 | 0.36 | 0.35 | 0.76 | 0.00 | 0.00 | 0.00 | 0.04 |
| Expense Ratio | 0.00 | 1.64 | 1.64 | 1.64 | 1.67 | 1.69 | 1.67 | 1.68 | 1.69 | 1.68 | 1.85 |
* 1 = Top 20%, 5 = Bottom 20%