NRLCX
Neuberger Large Cap Value Fund Class R6
Mutual fund
$61.23+0.41 (+0.67%)Close Oct 2, 2026
Jan 18, 2019 – Oct 2, 2026, Dividends reinvested
- Final balance
- $27,506
- CAGR
- +14.03%
- Max drawdown
- −38.98%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.07%
- 3M
- +0.76%
- 6M
- +12.56%
- YTD
- +20.48%
- 1Y
- +27.65%
- 3Y
- +19.51%
- 5Y
- +10.35%
- Since 2019
- +14.03%
Metrics
Since 2019| Volatility | 19.04% |
|---|---|
| Sortino ratio | 1.13 |
| Calmar ratio | 0.36 |
| Best year, 2021 | +28.40% |
| Worst year, 2023 | −1.54% |
| Positive years | 4 of 6 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2019| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −39.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −19.7% | Apr 2022 | Sep 2022 | Jul 2024 | 2.2 years |
| −13.7% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
| −9.0% | Jun 2021 | Jul 2021 | Oct 2021 | 5 months |
| −8.1% | Nov 2021 | Dec 2021 | Jan 2022 | 2 months |
Annual returns
2019 from Jan 18 · 2026 through Oct 2