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Neuberger Berman Mid Cap Growth Inst (NBMLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.88+0.05 (+0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.05%
5-year average return9.69%
Number of years up13
Number of years down3
Best 1-yr total return (23 Jun 2024)39.71%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return39.71%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBMLXCategory
YTD10.12%10.80%
1-month1.72%4.43%
3-month-2.82%7.00%
1-year24.04%48.17%
3-year0.49%21.26%
5-year10.61%20.18%
10-year10.44%14.07%
Last bull market35.42%27.14%
Last bear market-20.73%-21.26%

Annual total return (%) history

Year
NBMLXCategory
2024
N/AN/A
2023
18.41%N/A
2022
-28.65%N/A
2021
12.89%N/A
2020
39.71%39.26%
2019
33.80%32.52%
2018
-5.78%-6.65%
2017
25.47%23.91%
2016
5.00%6.03%
2015
1.54%-0.95%
2014
7.98%7.00%
2013
32.17%34.93%
2012
12.58%14.07%
2011
1.67%-3.96%
2010
28.25%24.61%
2009
29.75%39.11%
2008
-40.73%-43.77%
2007
N/A15.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.98%N/AN/AN/A
20237.95%5.24%-6.39%11.35%
2022-12.64%-20.73%0.38%2.64%
20212.29%7.65%-0.31%2.84%
2020-18.26%30.41%9.64%19.54%
201918.74%6.91%-1.58%7.09%
20183.60%3.28%7.56%-18.13%
20177.04%4.67%4.61%7.05%
2016-3.52%1.54%6.00%1.12%
20157.67%2.44%-8.34%0.44%
20140.28%2.22%-2.04%7.53%
20139.36%1.96%9.93%7.83%
201214.75%-5.08%3.76%-0.39%
20116.64%2.42%-14.35%8.68%
20106.97%-6.85%13.29%13.61%
2009-4.91%13.06%12.98%6.82%
2008-15.36%5.16%-13.18%-23.29%
20077.35%-2.22%N/AN/A

Rank in category (by total return)

YTD17
1-month60
3-month69
1-year22
3-year40
5-year40

Load adjusted returns

1-year24.04%
3-year0.49%
5-year10.61%
10-year10.44%