NBPBX
Neuberger Large Cap Value Fund Advisor Class
Mutual fund
$61.26+0.40 (+0.66%)Close Oct 2, 2026
Aug 16, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $122,336
- CAGR
- +8.67%
- Max drawdown
- −66.30%
- Sharpe ratio
- 0.50
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.13%
- 3M
- +0.59%
- 6M
- +12.20%
- YTD
- +19.91%
- 1Y
- +26.85%
- 3Y
- +18.79%
- 5Y
- +9.70%
- 10Y
- +12.82%
- 15Y
- +13.18%
- 20Y
- +8.76%
- 25Y
- +9.13%
- 30Y
- +8.54%
- Since 1996
- +8.67%
Metrics
Since 1996| Volatility | 21.14% |
|---|---|
| Sortino ratio | 0.70 |
| Calmar ratio | 0.13 |
| Best year, 2009 | +55.54% |
| Worst year, 2008 | −52.14% |
| Positive years | 20 of 29 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −66.3% | May 2008 | Nov 2008 | Jul 2013 | 5.2 years |
| −41.9% | Jul 1999 | Oct 2002 | Nov 2004 | 5.3 years |
| −39.1% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −26.0% | May 2015 | Jan 2016 | Aug 2016 | 1.2 years |
| −24.7% | Apr 1998 | Oct 1998 | Apr 1999 | 1 year |
Annual returns
1996 from Aug 16 · 2026 through Oct 2