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ISIN
US6412248113
CUSIP
641224811
Inception Date
Jun 16, 2005
Min. Investment
$1,000,000
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

NBIIX Performance Chart

Neuberger Berman International Equity Fund (NBIIX) is up 7.0% since the beginning of the year. NBIIX is currently trading at $15 per share. Investors who bought $1,000 worth of NBIIX shares 5 years ago would now be looking at an investment worth $1,200.


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S&P 500 Index

Returns By Period

Neuberger Berman International Equity Fund (NBIIX) has returned 7.02% so far this year and 4.96% over the past 12 months. Over the last ten years, NBIIX has returned 7.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Neuberger Berman International Equity Fund

1D
0.59%
1M
2.08%
YTD
7.02%
6M
7.32%
1Y
4.96%
3Y*
9.55%
5Y*
3.72%
10Y*
7.09%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NBIIX Monthly Returns History

Based on dividend-adjusted daily data since Jun 30, 2005, NBIIX's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.

Historically, 58% of months were positive and 42% were negative. The best month was May 2009 with a return of +13.2%, while the worst month was Oct 2008 at -23.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, NBIIX closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +10.9%, while the worst single day was Mar 12, 2020 at -10.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.11%1.39%-10.64%7.01%3.14%0.86%7.02%
20255.02%2.51%-1.63%3.39%6.48%2.26%-3.28%2.56%-0.13%0.61%-0.40%-4.04%13.56%
2024-0.40%1.86%3.73%-2.75%5.42%-1.34%4.16%4.14%-1.05%-4.93%0.59%-3.58%5.34%
20237.97%-3.15%2.31%3.10%-4.63%4.00%2.46%-2.80%-5.18%-2.60%8.10%5.05%14.28%
2022-6.83%-3.91%-2.30%-6.52%0.16%-9.31%7.14%-7.17%-8.17%5.67%11.10%-2.06%-22.00%
2021-1.74%0.89%2.64%4.49%4.36%-0.91%2.14%2.81%-4.65%2.80%-4.45%5.30%13.85%

Benchmark Metrics

Neuberger Berman International Equity Fund has an annualized alpha of -1.16%, beta of 0.80, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since June 30, 2005.

  • This fund participated in 102.59% of S&P 500 Index downside but only 87.37% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.16%
Beta
0.80
0.68
Upside Capture
87.37%
Downside Capture
102.59%

Expense Ratio

NBIIX has an expense ratio of 0.87%, placing it in the medium range.


Return for Risk

Risk / Return Rank

NBIIX ranks 4 for risk / return — in the bottom 4% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


NBIIX Risk / Return Rank: 44
Overall Rank
NBIIX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
NBIIX Sortino Ratio Rank: 44
Sortino Ratio Rank
NBIIX Omega Ratio Rank: 55
Omega Ratio Rank
NBIIX Calmar Ratio Rank: 55
Calmar Ratio Rank
NBIIX Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Neuberger Berman International Equity Fund (NBIIX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NBIIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.80

Sortino ratioReturn per unit of downside risk

-2.34

Omega ratioGain probability vs. loss probability

1.06

1.37

-0.31

Calmar ratioReturn relative to maximum drawdown

0.29

2.78

-2.49

Martin ratioReturn relative to average drawdown

0.89

12.44

-11.55

Dividends

Dividend History

Neuberger Berman International Equity Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.00$0.00$0.57$0.32$0.60$1.81$0.72$0.37$0.16$0.13$0.15$0.14

Dividend yield

0.00%0.00%4.56%2.54%5.40%11.99%4.84%2.72%1.43%0.95%1.44%1.28%

Monthly Dividends

The table displays the monthly dividend distributions for Neuberger Berman International Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.57$0.57
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.32
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.60$0.60
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.81$1.81

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Neuberger Berman International Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Neuberger Berman International Equity Fund was 61.08%, occurring on Mar 9, 2009. Recovery took 1313 trading sessions.

The current Neuberger Berman International Equity Fund drawdown is 1.42%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-61.08%Mar 2009
1y 8mo5y 2mo
6y 10moJul 2007 - May 2014
Bear market2022
-35.20%Sep 2022
1y 19d2y 1d
3y 20dSep 2021 - Sep 2024
COVID crash2020
-34.91%Mar 2020
2mo4mo 22d
6mo 22dJan 2020 - Aug 2020
Rate-hike selloffLate 2018
-24.72%Dec 2018
10mo 29d1y 3d
1y 11moJan 2018 - Dec 2019
2016 correction2016
-19.58%Feb 2016
8mo 25d1y 2mo
1y 11moMay 2015 - Apr 2017

Drawdown Indicators


NBIIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-61.08%

-56.78%

-4.30%

Max Drawdown (1Y)

Largest decline over 1 year

-14.36%

-9.10%

-5.26%

Max Drawdown (3Y)

Largest decline over 3 years

-15.33%

-18.90%

+3.57%

Max Drawdown (5Y)

Largest decline over 5 years

-35.20%

-25.43%

-9.77%

Max Drawdown (10Y)

Largest decline over 10 years

-35.20%

-33.92%

-1.28%

Current Drawdown

Current decline from peak

-1.42%

-1.80%

+0.38%

Average Drawdown

Average peak-to-trough decline

-13.10%

-10.71%

-2.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.75%

2.03%

+2.72%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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