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Neuberger Berman Equity Income Inst (NBHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.46+0.06 (+0.45%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.71%
5-year average return7.07%
Number of years up13
Number of years down4
Best 1-yr total return (2 Jul 2024)28.42%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.42%
Worst 3-yr total return5.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBHIXCategory
YTD7.07%4.44%
1-month-1.14%-4.04%
3-month-0.41%4.09%
1-year10.72%14.37%
3-year4.88%6.04%
5-year7.27%9.20%
10-year7.01%8.57%
Last bull market18.93%22.97%
Last bear market-11.63%-11.27%

Annual total return (%) history

Year
NBHIXCategory
2024
N/AN/A
2023
3.87%11.63%
2022
-4.15%-5.90%
2021
21.69%26.22%
2020
2.94%2.91%
2019
21.50%25.04%
2018
-5.45%-8.53%
2017
13.23%15.94%
2016
15.26%14.81%
2015
-3.14%-4.05%
2014
11.91%10.21%
2013
10.36%31.21%
2012
10.85%14.57%
2011
5.20%-0.75%
2010
19.12%13.66%
2009
28.42%24.13%
2008
-22.24%-37.09%
2007
5.83%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.51%-0.41%N/AN/A
2023-1.52%2.00%-4.25%7.99%
20223.50%-11.63%-5.15%10.49%
20216.70%5.39%-2.56%11.06%
2020-22.00%11.84%6.67%10.63%
201910.89%3.03%1.99%4.27%
2018-0.72%2.84%1.38%-8.66%
20172.89%1.78%3.46%4.51%
20164.66%3.60%2.28%3.93%
20151.02%-1.57%-7.42%5.23%
20144.87%5.09%-1.65%3.24%
20136.91%-2.12%0.55%4.88%
20124.40%0.06%5.79%0.32%
20114.82%2.00%-8.94%8.07%
20104.15%-2.93%9.77%7.34%
2009-7.68%13.43%13.25%8.28%
2008-0.33%4.79%-7.44%-19.57%
20072.73%3.44%1.80%-2.16%

Rank in category (by total return)

YTD52
1-month75
3-month27
1-year83
3-year79
5-year89

Load adjusted returns

1-year10.72%
3-year4.88%
5-year7.27%
10-year7.01%