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Neuberger Berman Small Cap Growth Tr (NBMOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.71+0.17 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.03%
5-year average return8.47%
Number of years up18
Number of years down7
Best 1-yr total return (26 Jun 2024)46.86%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return46.86%
Worst 3-yr total return-4.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBMOXCategory
YTD14.84%12.40%
1-month5.35%3.37%
3-month1.55%4.88%
1-year25.78%55.69%
3-year0.39%19.34%
5-year8.81%20.72%
10-year11.13%13.98%
Last bull market42.20%27.85%
Last bear market-16.63%-24.06%

Annual total return (%) history

Year
NBMOXCategory
2024
N/AN/A
2023
9.74%N/A
2022
-24.61%N/A
2021
4.17%N/A
2020
42.64%38.62%
2019
34.35%27.68%
2018
5.44%-5.76%
2017
27.91%21.50%
2016
6.02%11.20%
2015
-5.78%-2.41%
2014
3.65%2.44%
2013
46.86%40.91%
2012
8.86%13.15%
2011
-1.59%-3.55%
2010
19.93%26.98%
2009
22.90%35.46%
2008
-42.30%-41.55%
2007
26.27%7.59%
2006
7.84%10.81%
2005
15.26%6.02%
2004
16.14%12.41%
2003
33.26%45.54%
2002
-44.50%-27.88%
2001
-14.61%-8.91%
2000
-28.81%-3.85%
1999
130.82%64.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.42%N/AN/AN/A
20233.73%4.02%-7.63%10.11%
2022-12.69%-16.63%0.14%3.43%
20212.06%0.90%-2.45%3.70%
2020-20.63%30.30%10.29%25.06%
201927.75%2.96%-8.69%11.87%
20187.40%9.21%7.65%-16.49%
20179.06%5.02%6.52%4.83%
2016-9.68%4.91%12.44%-0.50%
20154.97%3.12%-11.94%-1.15%
2014-0.42%-1.83%-4.20%10.69%
201311.78%5.40%14.26%9.10%
201211.67%-2.85%4.95%-4.39%
201110.87%0.46%-19.75%10.10%
20104.98%-10.43%9.88%16.07%
2009-11.87%17.15%12.88%5.45%
2008-15.48%3.46%-12.52%-24.57%
20076.00%9.56%6.31%2.27%
20068.73%-4.59%-4.06%8.35%
2005-3.97%4.49%9.89%4.53%
20044.61%1.37%-5.55%15.95%
2003-3.39%17.43%4.11%12.83%
2002-6.06%-19.40%-26.48%-0.32%
2001-25.10%22.79%-27.95%28.86%
200021.30%-12.40%-8.47%-26.81%
19996.72%18.36%5.77%72.78%

Rank in category (by total return)

YTD7
1-month32
3-month29
1-year16
3-year24
5-year46

Load adjusted returns

1-year25.78%
3-year0.39%
5-year8.81%
10-year11.13%