NPRTX vs. NMANX
NPRTX (Neuberger Berman Large Cap Value Fund) and NMANX (Neuberger Berman Mid Cap Growth Fund) are both mutual funds - NPRTX is a Large Cap Value Equities fund managed by Neuberger Berman, while NMANX is a Mid Cap Growth Equities fund managed by Neuberger Berman. Over the past 10 years, NPRTX returned 13.69%/yr vs 11.45%/yr for NMANX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. NPRTX charges 0.79%/yr vs 0.83%/yr for NMANX.
Performance
NPRTX vs. NMANX - Performance Comparison
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Returns By Period
In the year-to-date period, NPRTX achieves a 20.63% return, which is significantly higher than NMANX's 2.52% return. Over the past 10 years, NPRTX has outperformed NMANX with an annualized return of 13.69%, while NMANX has yielded a comparatively lower 11.45% annualized return.
NPRTX
- 1D
- 0.39%
- 1M
- 1.02%
- 6M
- 11.84%
- YTD
- 20.63%
- 1Y
- 37.19%
- 3Y*
- 16.52%
- 5Y*
- 10.56%
- 10Y*
- 13.69%
- ALL TIME*
- 8.73%
NMANX
- 1D
- 0.13%
- 1M
- -4.08%
- 6M
- 0.00%
- YTD
- 2.52%
- 1Y
- -1.91%
- 3Y*
- 11.36%
- 5Y*
- 2.53%
- 10Y*
- 11.45%
- ALL TIME*
- 10.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NPRTX vs. NMANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPRTX Neuberger Berman Large Cap Value Fund | 20.63% | 20.69% | 10.92% | -1.76% | -1.25% | 28.12% | 14.44% | 23.96% | -1.23% | 13.45% |
NMANX Neuberger Berman Mid Cap Growth Fund | 2.52% | 5.51% | 24.39% | 18.21% | -28.82% | 12.42% | 39.45% | 33.62% | -6.28% | 29.01% |
Correlation
The correlation between NPRTX and NMANX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1980 | 0.74 |
The correlation between NPRTX and NMANX shifts across timeframes, from 0.59 (3 years) to 0.74 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NPRTX vs. NMANX — Risk / Return Rank
NPRTX
NMANX
NPRTX vs. NMANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Large Cap Value Fund (NPRTX) and Neuberger Berman Mid Cap Growth Fund (NMANX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NPRTX | NMANX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.19 | ||
| Sortino ratioReturn per unit of downside risk | +4.26 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 0.99 | +0.55 |
| Calmar ratioReturn relative to maximum drawdown | 5.11 | -0.21 | +5.32 |
| Martin ratioReturn relative to average drawdown | 20.81 | -0.56 | +21.38 |
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Drawdowns
NPRTX vs. NMANX - Drawdown Comparison
The maximum NPRTX drawdown since its inception was -66.25%, smaller than the maximum NMANX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for NPRTX and NMANX.
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Drawdown Indicators
| NPRTX | NMANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.25% | -72.14% | +5.89% |
Max Drawdown (1Y)Largest decline over 1 year | -7.03% | -17.71% | +10.68% |
Max Drawdown (3Y)Largest decline over 3 years | -13.79% | -25.93% | +12.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.82% | -38.10% | +18.28% |
Max Drawdown (10Y)Largest decline over 10 years | -39.01% | -38.10% | -0.91% |
Current DrawdownCurrent decline from peak | 0.00% | -8.41% | +8.41% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -17.36% | +8.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 6.42% | -4.70% |
Volatility
NPRTX vs. NMANX - Volatility Comparison
The current volatility for Neuberger Berman Large Cap Value Fund (NPRTX) is 2.48%, while Neuberger Berman Mid Cap Growth Fund (NMANX) has a volatility of 5.41%. This indicates that NPRTX experiences smaller price fluctuations and is considered to be less risky than NMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NPRTX | NMANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 5.41% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 17.54% | -8.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 22.09% | -10.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.96% | 23.49% | -9.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 22.58% | -5.14% |
NPRTX vs. NMANX - Expense Ratio Comparison
NPRTX has a 0.79% expense ratio, which is lower than NMANX's 0.83% expense ratio.
Dividends
NPRTX vs. NMANX - Dividend Comparison
NPRTX's dividend yield for the trailing twelve months is around 5.32%, less than NMANX's 22.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMANX Neuberger Berman Mid Cap Growth Fund | 22.53% | 23.10% | 9.85% | 3.19% | 4.87% | 16.30% | 9.58% | 5.43% | 11.70% | 8.94% | 5.00% | 9.00% |
NPRTX Neuberger Berman Large Cap Value Fund | 5.32% | 6.42% | 2.19% | 2.45% | 1.56% | 5.04% | 1.60% | 3.87% | 14.44% | 8.55% | 3.58% | 9.80% |
Frequently Asked Questions
NPRTX and NMANX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NMANX has higher volatility (5.41%) compared to NPRTX (2.48%). In terms of maximum drawdown, NPRTX dropped -66.25% vs NMANX's -72.14%.
NPRTX currently has the higher Sharpe Ratio (3.03 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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