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Neuberger Berman Focus Inst (NFALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.02-0.08 (-0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.88%
5-year average return8.29%
Number of years up10
Number of years down3
Best 1-yr total return (22 Apr 2024)35.63%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return35.63%
Worst 3-yr total return0.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNFALXCategory
YTD10.95%9.95%
1-month2.50%2.98%
3-month10.95%8.22%
1-year24.17%40.81%
3-year3.28%19.17%
5-year9.86%18.49%
10-year8.62%11.83%
Last bull market38.96%21.12%
Last bear market-20.14%-20.34%

Annual total return (%) history

Year
NFALXCategory
2024
N/AN/A
2023
23.98%N/A
2022
-31.66%N/A
2021
20.46%N/A
2020
24.65%32.67%
2019
28.58%30.40%
2018
-8.74%-7.79%
2017
19.53%30.22%
2016
7.24%2.42%
2015
0.34%1.26%
2014
10.70%2.65%
2013
35.63%26.44%
2012
19.98%18.01%
2011
-2.66%-6.80%
2010
N/A15.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.95%N/AN/AN/A
202310.78%5.53%-5.66%12.41%
2022-15.07%-20.14%-5.32%6.43%
20212.79%11.10%-0.56%6.08%
2020-17.75%23.07%11.43%10.51%
201913.41%3.10%1.23%8.63%
2018-0.53%2.61%6.31%-15.90%
20177.18%4.95%2.99%3.18%
2016-2.07%2.85%4.99%1.41%
20151.27%0.76%-7.82%6.67%
20143.12%4.04%-1.18%4.41%
201311.65%2.54%7.86%9.84%
201212.39%-4.36%9.76%1.70%
20117.28%-2.28%-17.29%12.25%
20108.00%12.62%N/AN/A

Rank in category (by total return)

YTD38
1-month55
3-month38
1-year43
3-year61
5-year70

Load adjusted returns

1-year24.17%
3-year3.28%
5-year9.86%
10-year8.62%