Neuberger Berman Focus Fund (NBSSX)
The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It typically holds a limited number of stocks of U.S. and non-U.S. companies, including companies in emerging markets. Because of this, the fund may at times be substantially over- and under-weighted in certain economic sectors.
Fund Info
US6412245069
641224506
Oct 18, 1955
$1,000
Large-Cap
Growth
Expense Ratio
NBSSX has an expense ratio of 0.89%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Neuberger Berman Focus Fund (NBSSX) returned 5.07% year-to-date (YTD) and 14.66% over the past 12 months. Over the past 10 years, NBSSX returned 8.73% annually, underperforming the S&P 500 benchmark at 10.84%.
NBSSX
5.07%
7.40%
3.16%
14.66%
12.97%
10.44%
8.73%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of NBSSX, 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 | 5.56% | -0.47% | -7.55% | 0.95% | 7.15% | 5.07% | |||||||
| 2024 | 3.08% | 5.04% | 2.47% | -4.39% | 4.75% | 2.98% | -0.21% | 3.53% | 2.13% | -1.06% | 4.38% | -2.44% | 21.64% |
| 2023 | 8.30% | -1.54% | 3.82% | 1.86% | -1.39% | 5.04% | 1.39% | -2.32% | -4.80% | -1.56% | 9.75% | 4.00% | 23.73% |
| 2022 | -12.00% | -4.38% | 0.88% | -10.43% | -1.98% | -9.04% | 8.56% | -3.96% | -9.20% | 5.90% | 5.57% | -4.86% | -31.74% |
| 2021 | -2.42% | 4.37% | 0.89% | 6.12% | 1.11% | 3.50% | 2.39% | 3.45% | -6.14% | 6.93% | -1.99% | 0.81% | 19.85% |
| 2020 | 0.63% | -5.35% | -13.72% | 10.84% | 7.56% | 3.23% | 5.87% | 6.36% | -1.11% | -3.80% | 9.76% | 4.64% | 24.45% |
| 2019 | 9.32% | 3.79% | -0.08% | 4.69% | -6.41% | 5.19% | 1.31% | -2.09% | 1.98% | 2.13% | 3.36% | 3.00% | 28.50% |
| 2018 | 6.60% | -4.77% | -2.04% | 0.23% | 0.34% | 2.00% | 3.77% | 2.17% | 0.24% | -8.17% | 2.42% | -10.77% | -9.02% |
| 2017 | 3.28% | 2.49% | 1.18% | 2.52% | 0.34% | 2.00% | 1.63% | -0.04% | 1.35% | 0.50% | 1.36% | 1.30% | 19.39% |
| 2016 | -7.50% | -1.93% | 7.86% | 1.20% | 3.31% | -1.66% | 3.87% | 0.08% | 0.93% | -3.07% | 2.69% | 1.81% | 6.96% |
| 2015 | -4.36% | 6.17% | -0.30% | 1.30% | 1.51% | -2.04% | 1.97% | -5.53% | -4.36% | 8.54% | -0.26% | -1.54% | 0.13% |
| 2014 | -3.01% | 5.01% | 1.21% | -0.99% | 2.74% | 2.21% | -2.06% | 2.90% | -1.98% | 0.79% | 2.86% | 0.58% | 10.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NBSSX is 58, 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 Focus Fund (NBSSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Neuberger Berman Focus Fund provided a 0.18% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.06 | $0.06 | $0.15 | $0.01 | $5.77 | $1.60 | $3.23 | $2.02 | $2.21 | $2.31 | $1.28 | $4.38 |
Dividend yield | 0.18% | 0.19% | 0.59% | 0.05% | 19.35% | 5.37% | 12.78% | 9.08% | 8.32% | 9.59% | 5.18% | 16.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Neuberger Berman Focus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 | $0.06 | $0.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.77 | $5.77 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $1.60 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.23 | $3.23 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.02 | $2.02 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.21 | $2.21 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.31 | $2.31 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.28 | $1.28 |
| 2014 | $4.38 | $4.38 |
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 Focus 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 Focus Fund was 61.33%, occurring on Oct 9, 2002. Recovery took 867 trading sessions.
The current Neuberger Berman Focus Fund drawdown is 3.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.33% | Jan 31, 2001 | 422 | Oct 9, 2002 | 867 | Mar 22, 2006 | 1289 |
| -52.9% | Dec 27, 2007 | 244 | Dec 15, 2008 | 943 | Sep 13, 2012 | 1187 |
| -42.92% | Jul 17, 1998 | 60 | Oct 8, 1998 | 65 | Jan 7, 1999 | 125 |
| -40.77% | Nov 19, 2021 | 227 | Oct 14, 2022 | 536 | Dec 3, 2024 | 763 |
| -34.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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