NBPTX
Neuberger Large Cap Value Fund Trust Class
Mutual fund
$61.30+0.40 (+0.66%)Close Oct 2, 2026
Aug 30, 1993 – Oct 2, 2026, Dividends reinvested
- Final balance
- $181,547
- CAGR
- +9.16%
- Max drawdown
- −66.28%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.11%
- 3M
- +0.62%
- 6M
- +12.27%
- YTD
- +20.05%
- 1Y
- +27.05%
- 3Y
- +18.97%
- 5Y
- +9.86%
- 10Y
- +12.99%
- 15Y
- +13.36%
- 20Y
- +8.92%
- 25Y
- +9.29%
- 30Y
- +8.84%
- Since 1993
- +9.16%
Metrics
Since 1993| Volatility | 20.37% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +55.86% |
| Worst year, 2008 | −52.08% |
| Positive years | 23 of 32 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 1993| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −66.3% | May 2008 | Nov 2008 | Jul 2013 | 5.1 years |
| −41.5% | Jul 1999 | Oct 2002 | Mar 2004 | 4.6 years |
| −39.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −25.8% | May 2015 | Jan 2016 | Aug 2016 | 1.2 years |
| −24.5% | Apr 1998 | Oct 1998 | Apr 1999 | 1 year |
Annual returns
1993 from Aug 30 · 2026 through Oct 2