NBSRX
Neuberger Berman Sustainable Equity-Inv
$44.10
-0.14 (-0.32%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap |
---|---|
Market Cap | 1459.357M |
52 Week High | 45.37 |
52 Week Low | 33.389 |
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Key Data
Symbol | NBSRX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 44.1 |
Price Yesterday | 44.24 |
Market Cap | 1,459.36 |
YTD Return | 9.54% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0087 |
Overview
52 Week High | 45.37 |
---|---|
52 Week Low | 33.39 |
Market Cap | 1,459.36M |
Shares Outstanding | 33.09M |
Income Dividend Yield | 0.23% |
Long Term Dividend Yield | 8.64% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 8.87% |
Returns Annualized
One Day | -55.05% |
---|---|
Five Days | 99.59% |
One Months | -20.27% |
Three Months | 25.96% |
Six Months | 60.77% |
Nine Months | 24.65% |
One Year | 31.61% |
Three Years | 7.41% |
Five Years | 12.89% |
Ten Years | 11.07% |
YTD | 33.28% |
Since Inception | 9.88% |
Returns Total
One Day | -0.32% |
---|---|
Five Days | 1.38% |
One Month | -1.96% |
Three Months | 5.93% |
Six Months | 26.53% |
Nine Months | 18.05% |
One Year | 31.58% |
Three Years | 23.91% |
Five Years | 83.15% |
Ten Years | 185.05% |
YTD | 9.54% |
Since Inception | 1,594.85% |
Yearly Returns
2024 | 9.54% |
---|---|
2023 | 26.76% |
2022 | -18.61% |
2021 | 23.43% |
2020 | 19.38% |
2019 | 25.87% |
2018 | -5.82% |
2017 | 18.78% |
2016 | 10.10% |
2015 | -0.41% |
Risk against SP-DA
Alpha | 7.04% |
---|---|
Beta | 0.93 |
Correlation | 98.39% |
Downside Deviation | 2.31% |
Coefficient of determination | 96.81% |
Standard Deviation | 3.22% |
Sharpe Ratio | 0.51 |
Sortino | 2.45 |
Treynor | 28.13 |
Ulcer Index | 2.15 |
Ulcer Performance Index | 2.63 |