Neuberger Berman Real Estate Fund (NBRFX)

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The chart shows the growth of an initial investment of $10,000 in Neuberger Berman Real Estate Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Neuberger Berman Real Estate Fund (NBRFX) has returned 2.18% so far this year and -1.63% over the past 12 months. Over the last ten years, NBRFX has returned 5.52% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 2, 2002, NBRFX's average daily return is +0.05%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +32.5%, while the worst month was Oct 2008 at -28.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, NBRFX closed higher 52% of trading days. The best single day was Nov 24, 2008 with a return of +17.1%, while the worst single day was Dec 1, 2008 at -16.6%.

Neuberger Berman Real Estate Fund has an annualized alpha of 2.39%, beta of 1.01, and R² of 0.51 versus S&P 500 Index. Calculated based on daily prices since May 03, 2002.

• This fund generated an annualized alpha of 2.39% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.01 and R² of 0.51, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

NBRFX has a high expense ratio of 1.39%, indicating above-average management fees.

NBRFX 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.

The table below present risk-adjusted performance metrics for Neuberger Berman Real Estate Fund (NBRFX) and compare them to a chosen benchmark (S&P 500 Index).

Neuberger Berman Real Estate Fund provided a 1.98% dividend yield over the last twelve months, with an annual payout of $0.27 per share.

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

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.

The table below displays the maximum drawdowns of the Neuberger Berman Real Estate 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 Real Estate Fund was 70.52%, occurring on Mar 6, 2009. Recovery took 735 trading sessions.

The current Neuberger Berman Real Estate Fund drawdown is 14.79%.

The chart below shows the rolling one-month volatility.