- ISIN
- US6412243080
- CUSIP
- 641224308
- Issuer
- Neuberger Berman
- Inception Date
- Mar 1, 1979
- Category
- Mid Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
NMANX Performance Chart
Neuberger Berman Mid Cap Growth Fund (NMANX) is up 11.5% since the beginning of the year. NMANX is currently trading at $16 per share. Investors who bought $1,000 worth of NMANX shares 5 years ago would now be looking at an investment worth $1,368.
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Returns By Period
Neuberger Berman Mid Cap Growth Fund (NMANX) has returned 11.53% so far this year and 11.45% over the past 12 months. Over the last ten years, NMANX has returned 12.61% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Neuberger Berman Mid Cap Growth Fund
- 1D
- 1.11%
- 1M
- 7.21%
- YTD
- 11.53%
- 6M
- 8.26%
- 1Y
- 11.45%
- 3Y*
- 17.27%
- 5Y*
- 6.46%
- 10Y*
- 12.61%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
NMANX Monthly Returns History
Based on dividend-adjusted daily data since Dec 31, 1975, NMANX's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, an investment would double in approximately 5.8 years.
Historically, 60% of months were positive and 40% were negative. The best month was Feb 2000 with a return of +26.8%, while the worst month was Oct 1987 at -26.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 9 months.
On a daily basis, NMANX closed higher 52% of trading days. The best single day was Jan 30, 1976 with a return of +12.4%, while the worst single day was Oct 19, 1987 at -21.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.84% | 0.07% | -6.89% | 9.63% | 6.10% | 1.05% | 11.53% | ||||||
| 2025 | 6.93% | -7.47% | -7.89% | 4.19% | 9.96% | 5.51% | 1.87% | 0.52% | 1.25% | -0.26% | -3.71% | -3.81% | 5.51% |
| 2024 | 2.74% | 10.28% | 1.42% | -5.88% | 1.73% | 2.07% | 0.00% | 1.13% | 3.59% | 1.14% | 12.42% | -7.01% | 24.39% |
| 2023 | 6.36% | -0.36% | 1.81% | -2.48% | -0.15% | 8.02% | 1.28% | -2.93% | -4.80% | -5.48% | 12.59% | 4.60% | 18.21% |
| 2022 | -12.97% | 0.48% | -0.18% | -10.44% | -3.40% | -8.34% | 12.64% | -2.34% | -8.76% | 4.42% | 4.52% | -6.14% | -28.82% |
| 2021 | 0.65% | 5.98% | -4.14% | 5.64% | -4.23% | 6.35% | 2.10% | 1.74% | -4.08% | 7.19% | -4.01% | -0.33% | 12.42% |
Benchmark Metrics
Neuberger Berman Mid Cap Growth Fund has an annualized alpha of 1.52%, beta of 1.05, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 30, 1976.
- This fund captured 118.55% of S&P 500 Index gains and 112.21% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.05 and R2 of 0.74, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.52%
- Beta
- 1.05
- R²
- 0.74
- Upside Capture
- 118.55%
- Downside Capture
- 112.21%
Expense Ratio
NMANX has an expense ratio of 0.83%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NMANX ranks 7 for risk / return — in the bottom 7% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund (NMANX) and compare them to S&P 500 Index.
| NMANX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.64 | ||
| Sortino ratioReturn per unit of downside risk | -2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.41 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.93 | -2.24 |
| Martin ratioReturn relative to average drawdown | 2.01 | 13.52 | -11.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Neuberger Berman Mid Cap Growth Fund provided a 20.71% dividend yield over the last twelve months, with an annual payout of $3.39 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.39 | $3.39 | $1.68 | $0.48 | $0.64 | $3.13 | $1.91 | $0.85 | $1.45 | $1.32 | $0.62 | $1.12 |
Dividend yield | 20.71% | 23.10% | 9.85% | 3.19% | 4.87% | 16.30% | 9.58% | 5.43% | 11.70% | 8.94% | 5.00% | 9.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Neuberger Berman Mid Cap Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $3.39 | $3.39 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.68 | $1.68 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.13 | $3.13 |
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 Mid 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 Mid Cap Growth Fund was 72.14%, occurring on Oct 7, 2002. Recovery took 2756 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -72.14%Oct 2002 | 2y 6mo | 10y 11mo | 13y 6moMar 2000 - Sep 2013 |
1998 bear market1998 | -38.42%Oct 1998 | 2mo 19d | 8mo 26d | 11mo 15dJul 1998 - Jul 1999 |
Bear market2022 | -38.10%Oct 2022 | 11mo 1d | 2y 26d | 2y 11moNov 2021 - Nov 2024 |
Black Monday1987 | -36.92%Dec 1987 | 3mo 10d | 1y 5mo | 1y 9moAug 1987 - May 1989 |
COVID crash2020 | -34.10%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
Drawdown Indicators
| NMANX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.14% | -56.78% | -15.36% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -9.10% | -8.61% |
Max Drawdown (3Y)Largest decline over 3 years | -25.93% | -18.90% | -7.03% |
Max Drawdown (5Y)Largest decline over 5 years | -38.10% | -25.43% | -12.67% |
Max Drawdown (10Y)Largest decline over 10 years | -38.10% | -33.92% | -4.18% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -17.41% | -10.72% | -6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.05% | 1.97% | +4.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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