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Neuberger Berman Intrinsic Value Fund (NRINX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.82+0.14 (+0.68%)
At close: 04:40PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.62%
5-year average return9.02%
Number of years up3
Number of years down1
Best 1-yr total return (4 Jul 2024)27.22%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.22%
Worst 3-yr total return4.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNRINXCategory
YTD1.18%20.19%
1-month-2.28%0.02%
3-month-3.47%4.36%
1-year6.13%60.18%
3-year-2.19%11.32%
5-year9.04%13.88%
10-year7.86%11.19%
Last bull market24.12%27.98%
Last bear market-20.22%-24.08%

Annual total return (%) history

Year
NRINXCategory
2024
N/AN/A
2023
13.98%N/A
2022
-20.02%N/A
2021
26.60%N/A
2020
27.22%10.99%
2019
N/A23.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.82%-3.47%N/AN/A
20235.25%3.24%-3.70%8.93%
2022-4.13%-20.22%-4.05%8.98%
202115.13%8.39%-4.55%6.28%
2020-30.69%28.41%3.02%38.75%
2019-0.77%-4.96%9.16%N/A

Rank in category (by total return)

YTD64
1-month82
3-month62
1-year88
3-year85
5-year35

Load adjusted returns

1-year6.13%
3-year-2.19%
5-year9.04%
10-year7.86%