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Neuberger Berman Real Estate I (NBRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.86-0.09 (-0.69%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.88%
5-year average return3.98%
Number of years up12
Number of years down3
Best 1-yr total return (19 May 2024)41.97%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return41.97%
Worst 3-yr total return0.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBRIXCategory
YTD-10.80%20.43%
1-month-7.87%2.69%
3-month-5.52%11.34%
1-year-3.09%36.79%
3-year-4.03%10.81%
5-year2.81%7.03%
10-year5.69%9.08%
Last bull market18.62%31.03%
Last bear market-14.81%-16.60%

Annual total return (%) history

Year
NBRIXCategory
2024
N/AN/A
2023
12.02%N/A
2022
-27.02%N/A
2021
41.97%N/A
2020
-1.21%-4.49%
2019
32.03%27.28%
2018
-5.09%-5.97%
2017
11.93%6.22%
2016
4.26%6.89%
2015
3.31%2.41%
2014
24.16%28.03%
2013
0.93%1.55%
2012
17.02%17.60%
2011
8.45%7.51%
2010
31.15%27.08%
2009
28.50%31.26%
2008
N/A-39.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.18%N/AN/AN/A
20232.39%0.66%-8.50%18.79%
2022-6.35%-14.81%-10.74%2.48%
20218.38%12.29%0.22%16.39%
2020-17.57%11.09%1.42%6.37%
201917.38%3.41%9.15%-0.34%
2018-5.58%5.70%0.50%-5.37%
20173.41%2.72%1.48%3.84%
20164.98%5.54%-1.82%-4.15%
20153.68%-9.49%1.89%8.04%
20147.25%6.66%-2.73%11.57%
20135.21%-2.42%-2.28%0.60%
20129.65%4.22%-0.42%2.83%
20116.35%4.04%-15.45%15.92%
201011.37%-2.51%13.13%6.77%
2009-32.69%33.18%30.44%9.90%
200810.15%-32.67%N/AN/A

Rank in category (by total return)

YTD95
1-month70
3-month87
1-year85
3-year85
5-year29

Load adjusted returns

1-year-3.09%
3-year-4.03%
5-year2.81%
10-year5.69%