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Neuberger Berman Global Equity Instl (NGQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.690.00 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return8.14%
5-year average return6.66%
Number of years up7
Number of years down2
Best 1-yr total return (3 Feb 2019)25.47%
Worst 1-yr total return (3 Feb 2019)-9.84%
Best 3-yr total return25.47%
Worst 3-yr total return2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNGQIXCategory
YTD26.99%5.31%
1-month-0.16%-4.19%
3-month3.80%3.90%
1-year29.20%20.31%
3-year21.33%6.48%
5-year13.20%11.78%
10-year11.93%10.96%
Last bull market15.67%25.56%
Last bear market-19.30%-15.11%

Annual total return (%) history

Year
NGQIXCategory
2021
N/A26.07%
2020
15.62%15.83%
2019
25.04%28.78%
2018
-9.84%-6.27%
2017
25.47%20.44%
2016
1.59%10.37%
2015
-0.42%-1.07%
2014
4.93%10.96%
2013
20.31%31.50%
2012
12.70%14.96%
2011
N/A-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.65%8.83%1.94%N/A
2020-19.79%20.56%8.22%10.49%
201912.28%3.69%0.13%7.27%
20180.99%2.21%3.49%-15.60%
20178.36%4.86%6.13%4.05%
20160.16%-2.64%5.89%-1.62%
20152.93%0.75%-9.23%5.78%
20141.60%4.44%-3.45%2.43%
20134.13%-0.96%8.23%7.80%
20128.43%-5.80%7.64%2.52%
2011-19.30%8.44%N/AN/A

Rank in category (by total return)

YTD18
1-month67
3-month4
1-year59
3-year78
5-year83

Load adjusted returns

1-year29.51%
3-year12.67%
5-year13.53%
10-year11.58%