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 features an expense ratio of 0.89%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Neuberger Berman Focus 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 Focus Fund had a return of 8.95% year-to-date (YTD) and 24.15% in the last 12 months. Over the past 10 years, Neuberger Berman Focus Fund had an annualized return of 2.57%, while the S&P 500 had an annualized return of 11.29%, indicating that Neuberger Berman Focus Fund did not perform as well as the benchmark.
NBSSX
8.95%
5.92%
13.21%
24.15%
4.34%
2.57%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
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% | 8.95% | |||||||||||
| 2024 | 3.08% | 5.04% | 2.47% | -4.39% | 4.75% | 2.98% | -0.21% | 3.53% | 2.13% | -1.06% | 4.38% | -2.52% | 21.55% |
| 2023 | 8.30% | -1.54% | 3.83% | 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% | 3.51% | 2.39% | 3.45% | -6.14% | 6.93% | -1.99% | -15.69% | 0.24% |
| 2020 | 0.63% | -5.35% | -13.72% | 10.84% | 7.57% | 3.23% | 5.87% | 6.36% | -1.11% | -3.80% | 9.76% | -0.90% | 17.86% |
| 2019 | 9.32% | 3.79% | -0.08% | 4.69% | -6.41% | 5.19% | 1.31% | -2.09% | 1.98% | 2.13% | 3.36% | -8.31% | 14.39% |
| 2018 | 6.60% | -4.77% | -2.04% | 0.23% | 0.34% | 2.00% | 3.77% | 2.17% | 0.24% | -8.17% | 2.42% | -17.58% | -15.96% |
| 2017 | 3.28% | 2.49% | 1.18% | 2.52% | 0.34% | 2.00% | 1.63% | -0.04% | 1.35% | 0.50% | 1.36% | -6.29% | 10.44% |
| 2016 | -7.50% | -1.93% | 7.86% | 1.20% | 3.31% | -1.66% | 3.87% | 0.08% | 0.93% | -3.07% | 2.69% | -6.77% | -2.05% |
| 2015 | -4.36% | 6.17% | -0.30% | 1.30% | 1.51% | -2.04% | 1.97% | -5.53% | -4.36% | 8.55% | -0.26% | -5.71% | -4.11% |
| 2014 | -3.01% | 5.01% | 1.21% | -0.99% | 2.74% | 2.21% | -2.06% | 2.90% | -1.98% | 0.79% | 2.86% | -13.88% | -5.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, NBSSX is among the top 23% of mutual funds on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
Neuberger Berman Focus Fund provided a 0.11% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.15 | $0.01 | $0.00 | $0.00 | $0.17 | $0.10 | $0.08 | $0.09 | $0.17 | $0.16 |
Dividend yield | 0.11% | 0.12% | 0.59% | 0.05% | 0.00% | 0.00% | 0.68% | 0.43% | 0.30% | 0.38% | 0.71% | 0.62% |
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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2014 | $0.16 | $0.16 |
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 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 861 trading sessions.
The current Neuberger Berman Focus Fund drawdown is 11.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.33% | Jan 31, 2001 | 422 | Oct 9, 2002 | 861 | Mar 14, 2006 | 1283 |
| -52.48% | Dec 27, 2007 | 244 | Dec 15, 2008 | 938 | Sep 6, 2012 | 1182 |
| -50.46% | Nov 19, 2021 | 227 | Oct 14, 2022 | — | — | — |
| -45.67% | Oct 15, 1997 | 257 | Oct 8, 1998 | 154 | May 12, 1999 | 411 |
| -40.5% | Aug 12, 1987 | 83 | Dec 4, 1987 | 1315 | Dec 18, 1992 | 1398 |
Volatility
Volatility Chart
The current Neuberger Berman Focus Fund volatility is 3.71%, 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.