UK markets open in 5 hours 23 minutes

Neuberger Berman Real Estate Tr (NBRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.31+0.01 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.66%
5-year average return2.81%
Number of years up16
Number of years down5
Best 1-yr total return (2 May 2024)41.68%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return41.68%
Worst 3-yr total return0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBRFXCategory
YTD-10.82%20.43%
1-month-7.90%2.69%
3-month-5.59%11.34%
1-year-3.28%36.79%
3-year-4.23%10.81%
5-year2.60%7.03%
10-year5.50%9.08%
Last bull market18.50%31.03%
Last bear market-14.85%-16.60%

Annual total return (%) history

Year
NBRFXCategory
2024
N/AN/A
2023
11.70%N/A
2022
-27.14%N/A
2021
41.68%N/A
2020
-1.36%-4.49%
2019
31.69%27.28%
2018
-5.14%-5.97%
2017
11.57%6.22%
2016
4.16%6.89%
2015
3.12%2.41%
2014
23.80%28.03%
2013
0.81%1.55%
2012
16.74%17.60%
2011
8.30%7.51%
2010
31.04%27.08%
2009
28.22%31.26%
2008
-31.79%-39.55%
2007
-14.74%-14.66%
2006
37.83%33.58%
2005
13.08%11.51%
2004
31.68%32.02%
2003
39.96%36.80%
2002
N/A4.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.17%N/AN/AN/A
20232.26%0.62%-8.50%18.63%
2022-6.41%-14.85%-10.76%2.45%
20218.28%12.21%0.17%16.40%
2020-17.62%11.07%1.29%6.42%
201917.20%3.45%9.05%-0.40%
2018-5.57%5.67%0.37%-5.29%
20173.28%2.68%1.36%3.80%
20164.95%5.50%-1.87%-4.13%
20153.65%-9.56%1.92%7.93%
20147.14%6.63%-2.78%11.47%
20135.17%-2.47%-2.33%0.63%
20129.54%4.18%-0.39%2.71%
20116.32%4.01%-15.51%15.91%
201011.36%-2.56%13.12%6.74%
2009-32.76%33.20%30.28%9.89%
2008-2.93%-5.15%10.11%-32.72%
20072.32%-9.52%0.80%-8.64%
200614.67%1.15%8.15%9.87%
2005-6.88%14.29%3.48%2.69%
200412.63%-6.86%7.73%16.53%
20031.45%12.09%9.51%12.39%
2002-6.78%2.77%N/AN/A

Rank in category (by total return)

YTD95
1-month71
3-month89
1-year86
3-year86
5-year35

Load adjusted returns

1-year-3.28%
3-year-4.23%
5-year2.60%
10-year5.50%