Neuberger Berman Small Cap Growth Fund (NBMIX)
The fund normally invests at least 80% of its net assets in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell 2000 Index at the time of initial purchase. It seeks to reduce risk by diversifying among many companies, sectors and industries.
Fund Info
US6412248030
641224803
Oct 20, 1998
$1,000
Small-Cap
Growth
Expense Ratio
NBMIX has a high expense ratio of 1.28%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Neuberger Berman Small Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Neuberger Berman Small Cap Growth Fund had a return of 1.33% year-to-date (YTD) and 15.89% in the last 12 months. Over the past 10 years, Neuberger Berman Small Cap Growth Fund had an annualized return of 5.14%, while the S&P 500 had an annualized return of 11.29%, indicating that Neuberger Berman Small Cap Growth Fund did not perform as well as the benchmark.
NBMIX
1.33%
-2.80%
3.47%
15.89%
4.05%
5.14%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of NBMIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.63% | 1.33% | |||||||||||
| 2024 | 2.27% | 10.62% | 3.85% | -7.14% | 5.36% | 3.18% | 4.25% | 2.67% | 0.58% | -0.69% | 9.48% | -9.69% | 25.35% |
| 2023 | 6.15% | -0.84% | -1.42% | -1.52% | -1.87% | 7.74% | 2.23% | -3.41% | -6.42% | -9.05% | 10.02% | 10.13% | 10.01% |
| 2022 | -13.56% | 1.91% | -0.83% | -10.02% | -0.83% | -6.53% | 11.85% | -2.49% | -8.12% | 8.21% | 1.35% | -5.63% | -24.43% |
| 2021 | 3.89% | 5.17% | -6.54% | 3.78% | -7.61% | 5.30% | -2.93% | 3.56% | -2.91% | 4.87% | -3.12% | -14.68% | -12.76% |
| 2020 | 0.96% | -5.52% | -16.76% | 14.99% | 11.26% | 1.88% | 5.54% | 5.93% | -1.32% | 2.99% | 12.12% | 7.15% | 41.26% |
| 2019 | 14.06% | 8.96% | 2.85% | 2.80% | -5.29% | 5.77% | 2.31% | -6.20% | -4.81% | 2.11% | 7.75% | -2.25% | 29.32% |
| 2018 | 5.70% | 0.00% | 1.67% | -0.72% | 8.44% | 1.48% | 0.36% | 8.75% | -1.33% | -8.52% | 1.26% | -27.13% | -14.65% |
| 2017 | 3.85% | 4.37% | 0.70% | 1.71% | 0.75% | 2.51% | 2.32% | 0.95% | 3.19% | 0.80% | 1.84% | 0.66% | 26.27% |
| 2016 | -10.77% | -5.57% | 7.21% | 1.78% | 3.03% | 0.12% | 7.01% | 1.51% | 3.52% | -6.66% | 9.02% | -2.18% | 6.15% |
| 2015 | -3.23% | 7.67% | 0.78% | -4.67% | 5.71% | 2.38% | 1.32% | -8.56% | -4.95% | 1.50% | 2.46% | -10.19% | -10.89% |
| 2014 | -1.10% | 6.36% | -5.31% | -7.70% | 0.35% | 6.09% | -7.23% | 6.85% | -3.32% | 5.54% | 0.68% | 4.22% | 3.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NBMIX is 35, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Neuberger Berman Small Cap Growth Fund (NBMIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Neuberger Berman Small Cap Growth 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 Small Cap Growth Fund was 78.77%, occurring on Oct 9, 2002. Recovery took 3836 trading sessions.
The current Neuberger Berman Small Cap Growth Fund drawdown is 21.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.77% | Mar 13, 2000 | 644 | Oct 9, 2002 | 3836 | Jan 11, 2018 | 4480 |
| -49.37% | Feb 16, 2021 | 682 | Oct 30, 2023 | — | — | — |
| -40.91% | Sep 12, 2018 | 381 | Mar 18, 2020 | 116 | Sep 1, 2020 | 497 |
| -13.76% | Jul 19, 1999 | 17 | Aug 10, 1999 | 41 | Oct 6, 1999 | 58 |
| -10.16% | Jan 3, 2000 | 4 | Jan 6, 2000 | 9 | Jan 20, 2000 | 13 |
Volatility
Volatility Chart
The current Neuberger Berman Small Cap Growth Fund volatility is 6.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.