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Neuberger Berman Equity Income A (NBHAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.400.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.55%
5-year average return6.72%
Number of years up12
Number of years down3
Best 1-yr total return (4 Jul 2024)28.09%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.09%
Worst 3-yr total return5.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBHAXCategory
YTD6.91%4.44%
1-month-1.16%-4.04%
3-month-0.50%4.09%
1-year10.28%14.37%
3-year4.49%6.04%
5-year6.87%9.20%
10-year6.62%8.57%
Last bull market18.72%22.97%
Last bear market-11.70%-11.27%

Annual total return (%) history

Year
NBHAXCategory
2024
N/AN/A
2023
3.42%11.63%
2022
-4.45%-5.90%
2021
21.25%26.22%
2020
2.55%2.91%
2019
21.05%25.04%
2018
-5.82%-8.53%
2017
12.84%15.94%
2016
14.89%14.81%
2015
-3.53%-4.05%
2014
11.40%10.21%
2013
10.05%31.21%
2012
10.35%14.57%
2011
4.85%-0.75%
2010
18.67%13.66%
2009
28.09%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.45%-0.50%N/AN/A
2023-1.62%1.92%-4.36%7.86%
20223.42%-11.70%-5.27%10.44%
20216.55%5.39%-2.66%10.92%
2020-22.11%11.78%6.51%10.58%
201910.82%2.95%1.83%4.19%
2018-0.81%2.68%1.37%-8.78%
20172.79%1.69%3.37%4.43%
20164.58%3.52%2.19%3.84%
20150.93%-1.67%-7.46%5.04%
20144.70%4.93%-1.70%3.15%
20136.84%-2.22%0.54%4.78%
20124.30%-0.14%5.71%0.22%
20114.74%1.92%-9.04%7.98%
20104.08%-3.13%9.82%7.17%
2009-7.64%13.22%13.33%8.09%
2008-7.63%-19.82%N/AN/A

Rank in category (by total return)

YTD55
1-month77
3-month28
1-year85
3-year84
5-year91

Load adjusted returns

1-year3.94%
3-year2.44%
5-year5.61%
10-year5.99%