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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Neuberger Berman Multi-Cap Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Neuberger Berman Multi-Cap Opportunities Fund (NMULX) has returned -6.40% so far this year and 10.14% over the past 12 months. Over the last ten years, NMULX has had an annualized return of 11.88%, just under the S&P 500 Index benchmark’s 12.16%.
Neuberger Berman Multi-Cap Opportunities Fund
- 1D
- 0.00%
- 1M
- -7.43%
- YTD
- -6.40%
- 6M
- -4.78%
- 1Y
- 10.14%
- 3Y*
- 13.59%
- 5Y*
- 8.35%
- 10Y*
- 11.88%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 3, 2006, NMULX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +12.8%, while the worst month was Oct 2008 at -18.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, NMULX closed higher 52% of trading days. The best single day was Dec 15, 2023 with a return of +24.0%, while the worst single day was Dec 18, 2023 at -19.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.20% | -0.08% | -7.43% | -6.40% | |||||||||
| 2025 | 3.51% | -1.88% | -3.93% | -0.60% | 5.22% | 3.82% | 2.85% | 1.07% | 2.48% | 0.35% | 1.89% | -0.50% | 14.81% |
| 2024 | 1.37% | 4.50% | 3.66% | -3.85% | 3.89% | 0.94% | 4.54% | 2.27% | 2.70% | -1.69% | 6.49% | -5.29% | 20.55% |
| 2023 | 5.71% | -3.84% | 2.92% | 1.89% | -1.03% | 6.66% | 1.95% | -2.68% | -4.72% | -2.17% | 8.54% | 4.77% | 18.35% |
| 2022 | -5.39% | -1.70% | 1.66% | -9.26% | -1.39% | -8.61% | 9.42% | -3.06% | -9.56% | 9.63% | 7.32% | -5.66% | -17.68% |
| 2021 | -1.90% | 4.21% | 4.56% | 5.03% | 0.94% | 1.04% | 2.18% | 4.04% | -5.23% | 6.37% | -2.14% | 5.33% | 26.48% |
Benchmark Metrics
Neuberger Berman Multi-Cap Opportunities Fund has an annualized alpha of 1.23%, beta of 0.99, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since November 06, 2006.
- With beta of 0.99 and R² of 0.85, 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
- 1.23%
- Beta
- 0.99
- R²
- 0.85
- Upside Capture
- 102.87%
- Downside Capture
- 99.04%
Expense Ratio
NMULX has an expense ratio of 0.82%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NMULX ranks 26 for risk / return — below 26% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Neuberger Berman Multi-Cap Opportunities Fund (NMULX) and compare them to a chosen benchmark (S&P 500 Index).
| NMULX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.90 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.39 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.40 | -0.67 |
Martin ratioReturn relative to average drawdown | 3.34 | 6.61 | -3.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore NMULX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Neuberger Berman Multi-Cap Opportunities Fund provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.08 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.08 | $0.30 | $1.99 | $2.75 | $4.88 | $3.70 | $3.46 | $1.79 | $1.95 | $0.59 | $0.56 |
Dividend yield | 0.74% | 0.69% | 2.93% | 22.77% | 30.16% | 34.21% | 24.27% | 20.47% | 11.21% | 10.49% | 3.61% | 3.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Neuberger Berman Multi-Cap Opportunities 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 | |||||||||
| 2025 | $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 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.99 | $1.99 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.75 | $2.75 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.88 | $4.88 |
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 Multi-Cap Opportunities 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 Multi-Cap Opportunities Fund was 56.00%, occurring on Mar 9, 2009. Recovery took 971 trading sessions.
The current Neuberger Berman Multi-Cap Opportunities Fund drawdown is 8.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56% | Jul 16, 2007 | 416 | Mar 9, 2009 | 971 | Jan 15, 2013 | 1387 |
| -39.41% | Feb 20, 2020 | 23 | Mar 23, 2020 | 162 | Nov 10, 2020 | 185 |
| -26.05% | Dec 30, 2021 | 190 | Sep 30, 2022 | 304 | Dec 15, 2023 | 494 |
| -19.5% | Dec 18, 2023 | 3 | Dec 20, 2023 | 204 | Oct 14, 2024 | 207 |
| -19.04% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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