Nasdaq - Delayed Quote USD
Neuberger Berman Focus Trust (NBFCX)
28.61
+2.42
+(9.24%)
At close: 8:04:03 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -13.31% |
| 5y Average Return | 9.11% |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 8, 2025) | 35.14% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 35.14% |
| Worst 3Y Total Return | 0.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NBFCX
Category
- YTD
- -2.91%
- 9.95%
- 1-Month
- -7.53%
- 2.98%
- 3-Month
- -2.91%
- 8.22%
- 1-Year
- 6.31%
- 40.81%
- 3-Year
- 5.32%
- 19.17%
- 5-Year
- 12.47%
- 18.49%
- 10-Year
- 8.04%
- 11.83%
- Last Bull Market
- 17.39%
- 21.12%
- Last Bear Market
- -20.22%
- -20.34%
Annual Total Return (%) History
Year
NBFCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.91% | -- | -- | -- |
| 2024 | 10.88% | 3.08% | 5.48% | 0.71% |
| 2023 | 10.67% | 5.45% | -5.76% | 12.29% |
| 2022 | -15.14% | -20.22% | -5.37% | 6.30% |
| 2021 | 2.69% | 11.01% | -0.65% | 5.99% |
| 2020 | -17.85% | 23.03% | 11.32% | 10.42% |
| 2019 | 13.28% | 3.02% | 1.12% | 8.55% |
| 2018 | -0.63% | 2.50% | 6.25% | -15.97% |
| 2017 | 7.13% | 4.86% | 2.86% | 3.16% |
| 2016 | -2.16% | 2.74% | 4.88% | 1.31% |
| 2015 | 1.15% | 0.72% | -7.94% | 6.63% |
| 2014 | 3.03% | 3.91% | -1.22% | 4.31% |
| 2013 | 11.55% | 2.41% | 7.81% | 9.73% |
| 2012 | 12.32% | -4.52% | 9.66% | 1.60% |
| 2011 | 7.20% | -2.35% | -17.36% | 12.09% |
| 2010 | 5.37% | -12.55% | 7.85% | 12.54% |
| 2009 | -7.46% | 16.11% | 15.08% | 4.19% |
| 2008 | -8.03% | -2.17% | -8.87% | -27.80% |
| 2007 | -0.43% | 7.81% | 1.21% | -2.11% |
| 2006 | 10.11% | -4.00% | 1.83% | 4.23% |
| 2005 | -4.91% | 4.48% | -0.33% | 0.78% |
| 2004 | 8.62% | -10.58% | -6.07% | 14.90% |
| 2003 | -3.86% | 33.98% | 13.62% | 12.45% |
| 2002 | 4.15% | -21.44% | -31.93% | 14.05% |
| 2001 | -7.96% | 14.21% | -29.23% | 25.12% |
| 2000 | 12.40% | -3.09% | 13.17% | -9.00% |
| 1999 | 3.81% | 12.44% | -14.74% | 26.49% |
| 1998 | 15.82% | 0.17% | -27.48% | 34.52% |
| 1997 | 0.71% | 16.90% | 12.19% | -6.01% |
| 1996 | 3.44% | -0.20% | 3.66% | 8.67% |
| 1995 | 9.75% | 12.44% | 11.29% | -0.95% |
| 1994 | -3.17% | 1.83% | 3.31% | -0.92% |
| 1993 | 3.97% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 84 |
| 3-Month | 44 |
| 1-Year | 21 |
| 3-Year | 45 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 6.31% |
| 3-Year | 5.32% |
| 5-Year | 12.47% |
| 10-Year | 8.04% |
Performance & Risk
| YTD Return | -13.31% |
| 5y Average Return | 9.11% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Neuberger Berman |
| Net Assets | 687.37M |
| YTD Return | -2.91% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 21, 2010 |
Fund Summary
The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It typically holds a limited number of stocks of U.S. and non-U.S. companies, including companies in emerging markets. Because of this, the fund may at times be substantially over- and under-weighted in certain economic sectors.
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