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NBATX: Neuberger Berman S/M Cap Gr Tr (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2006 |
| Last Dividend Date: | 12/15/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 08/03/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/08/2006 |
2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.9 | -8.6 | -1.4 | -3.9 | 26.0 | -41.0 | 19.4 | 11.0 |
| Sharpe Ratio | NA | 0.38 | -0.33 | -0.11 | -0.37 | 1.03 | -1.12 | 0.93 | 3.34 |
| Draw Down(%) | NA | 13.1 | 55.3 | 55.3 | 13.1 | 20.2 | 47.5 | 12.3 | 2.8 |
| Standard Deviation(%) | NA | 17.9 | 28.4 | 25.7 | 18.0 | 25.2 | 37.4 | 17.6 | 10.9 |
| Treynor Ratio | NA | 0.11 | -0.12 | -0.04 | -0.13 | 0.32 | -0.54 | 0.17 | 0.41 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.05 | -0.03 | -0.02 | 0.01 | 0.04 |
| Beta | NA | 0.63 | 0.77 | 0.78 | 0.51 | 0.82 | 0.77 | 0.97 | 0.89 |
| RSquared | NA | 0.65 | 0.89 | 0.89 | 0.52 | 0.95 | 0.93 | 0.9 | 0.82 |
| Yield(%) | N/A | 0.0 | 2.4 | N/A | 0.0 | 0.0 | 0.2 | 7.9 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -97.0 | 1414.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2006
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View Historical Data in an advanced chart |
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See Mid-Cap Growth Asset Class Trend Rankings |
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