NPNAX
Neuberger Large Cap Value Fund Class A
Mutual fund
$61.26+0.40 (+0.66%)Close Oct 2, 2026
Jun 21, 2010 – Oct 2, 2026, Dividends reinvested
- Final balance
- $55,433
- CAGR
- +11.09%
- Max drawdown
- −39.03%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.12%
- 3M
- +0.62%
- 6M
- +12.28%
- YTD
- +20.05%
- 1Y
- +27.03%
- 3Y
- +18.95%
- 5Y
- +9.83%
- 10Y
- +12.05%
- 15Y
- +12.71%
- Since 2010
- +11.09%
Metrics
Since 2010| Volatility | 17.96% |
|---|---|
| Sortino ratio | 0.95 |
| Calmar ratio | 0.28 |
| Best year, 2013 | +31.25% |
| Worst year, 2015 | −12.87% |
| Positive years | 10 of 15 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2010| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −39.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −29.1% | Apr 2011 | Oct 2011 | Jan 2013 | 1.7 years |
| −25.9% | May 2015 | Jan 2016 | Aug 2016 | 1.2 years |
| −19.9% | Apr 2022 | Sep 2022 | Aug 2024 | 2.3 years |
| −13.8% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
Annual returns
2010 from Jun 21 · 2026 through Oct 2