NPRTX
Neuberger Large Cap Value Fund Investor Class
Mutual fund
$61.19+0.40 (+0.66%)Close Oct 2, 2026
Jan 30, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $873,821
- CAGR
- +10.05%
- Max drawdown
- −66.25%
- Sharpe ratio
- 0.60
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.10%
- 3M
- +0.69%
- 6M
- +12.40%
- YTD
- +20.24%
- 1Y
- +27.31%
- 3Y
- +19.21%
- 5Y
- +10.08%
- 10Y
- +13.21%
- 15Y
- +13.58%
- 20Y
- +9.13%
- 25Y
- +9.49%
- 30Y
- +9.02%
- Since 1980
- +10.05%
Metrics
Since 1980| Volatility | 19.11% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +56.11% |
| Worst year, 2008 | −52.00% |
| Positive years | 34 of 45 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −66.2% | May 2008 | Nov 2008 | Jul 2013 | 5.1 years |
| −41.4% | Jul 1999 | Oct 2002 | Mar 2004 | 4.6 years |
| −39.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −26.9% | Aug 1987 | Nov 1987 | Apr 1989 | 1.7 years |
| −25.6% | May 2015 | Jan 2016 | Aug 2016 | 1.2 years |
Annual returns
1980 from Jan 30 · 2026 through Oct 2