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Neuberger Berman Equity Income R3 (NBHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.28-0.03 (-0.23%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.48%
5-year average return6.44%
Number of years up10
Number of years down3
Best 1-yr total return (30 Jun 2024)20.87%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return20.87%
Worst 3-yr total return5.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBHRXCategory
YTD8.05%4.44%
1-month3.13%-4.04%
3-month6.27%4.09%
1-year17.76%14.37%
3-year4.34%6.04%
5-year7.65%9.20%
10-year6.71%8.57%
Last bull market18.51%22.97%
Last bear market-11.84%-11.27%

Annual total return (%) history

Year
NBHRXCategory
2024
N/AN/A
2023
3.16%11.63%
2022
-4.76%-5.90%
2021
20.87%26.22%
2020
2.27%2.91%
2019
20.80%25.04%
2018
-6.16%-8.53%
2017
12.61%15.94%
2016
14.51%14.81%
2015
-3.79%-4.05%
2014
11.18%10.21%
2013
9.64%31.21%
2012
10.02%14.57%
2011
4.57%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.33%N/AN/AN/A
2023-1.68%1.85%-4.42%7.79%
20223.41%-11.84%-5.28%10.29%
20216.48%5.28%-2.66%10.76%
2020-22.18%11.73%6.43%10.52%
201910.77%2.91%1.76%4.14%
2018-0.94%2.63%1.31%-8.88%
20172.72%1.70%3.31%4.34%
20164.52%3.47%2.13%3.69%
20150.87%-1.73%-7.54%4.97%
20144.64%4.95%-1.81%3.09%
20136.79%-2.32%0.37%4.72%
20124.27%-0.18%5.56%0.13%
20114.67%1.84%-9.09%7.91%
20109.62%7.09%N/AN/A

Rank in category (by total return)

YTD45
1-month47
3-month10
1-year83
3-year83
5-year95

Load adjusted returns

1-year17.76%
3-year4.34%
5-year7.65%
10-year6.71%