NBPIX
Neuberger Large Cap Value Fund Institutional Class
Mutual fund
$61.24+0.41 (+0.67%)Close Oct 2, 2026
Jun 6, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $58,515
- CAGR
- +9.08%
- Max drawdown
- −66.22%
- Sharpe ratio
- 0.50
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.07%
- 3M
- +0.72%
- 6M
- +12.49%
- YTD
- +20.39%
- 1Y
- +27.52%
- 3Y
- +19.39%
- 5Y
- +10.25%
- 10Y
- +13.29%
- 15Y
- +13.70%
- 20Y
- +9.18%
- Since 2006
- +9.08%
Metrics
Since 2006| Volatility | 22.48% |
|---|---|
| Sortino ratio | 0.70 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +56.35% |
| Worst year, 2008 | −51.90% |
| Positive years | 13 of 19 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −66.2% | May 2008 | Nov 2008 | Jul 2013 | 5.1 years |
| −39.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −25.5% | May 2015 | Jan 2016 | Aug 2016 | 1.2 years |
| −19.8% | Apr 2022 | Sep 2022 | Jul 2024 | 2.2 years |
| −17.0% | Jul 2007 | Mar 2008 | May 2008 | 10 months |
Annual returns
2006 from Jun 6 · 2026 through Oct 2