Nasdaq - Delayed Quote USD

Neuberger Berman Small Cap Growth Tr (NBMOX)

45.29
+0.09
+(0.20%)
As of 8:06:50 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -8.34%
5y Average Return 7.22%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (May 21, 2025) 46.86%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 46.86%
Worst 3Y Total Return -4.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBMOX
Category
YTD
-12.41%
12.40%
1-Month
0.26%
3.37%
3-Month
-14.64%
4.88%
1-Year
0.93%
55.69%
3-Year
5.03%
19.34%
5-Year
8.19%
20.72%
10-Year
9.36%
13.98%
Last Bull Market
27.08%
27.85%
Last Bear Market
-16.63%
-24.06%

Annual Total Return (%) History

Year
NBMOX
Category
2025
--
--
2024
25.60%
--
2023
9.74%
--
2022
-24.61%
--
2021
4.17%
--
2020
42.64%
38.62%
2019
34.35%
27.68%
2018
5.44%
-5.76%

2017
27.91%
21.50%
2016
6.02%
11.20%
2015
-5.78%
-2.41%
2014
3.65%
2.44%
2013
46.86%
40.91%
2012
8.86%
13.15%
2011
-1.59%
-3.55%
2010
19.93%
26.98%
2009
22.90%
35.46%
2008
-42.30%
-41.55%
2007
26.27%
7.59%
2006
7.84%
10.81%
2005
15.26%
6.02%
2004
16.14%
12.41%
2003
33.26%
45.54%
2002
-44.50%
-27.88%
2001
-14.61%
-8.91%
2000
-28.81%
-3.85%
1999
130.82%
64.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.63% -- -- --
2024 17.42% 0.89% 7.58% -1.44%
2023 3.73% 4.02% -7.63% 10.11%
2022 -12.69% -16.63% 0.14% 3.43%
2021 2.06% 0.90% -2.45% 3.70%
2020 -20.63% 30.30% 10.29% 25.06%
2019 27.75% 2.96% -8.69% 11.87%
2018 7.40% 9.21% 7.65% -16.49%
2017 9.06% 5.02% 6.52% 4.83%
2016 -9.68% 4.91% 12.44% -0.50%

2015 4.97% 3.12% -11.94% -1.15%
2014 -0.42% -1.83% -4.20% 10.69%
2013 11.78% 5.40% 14.26% 9.10%
2012 11.67% -2.85% 4.95% -4.39%
2011 10.87% 0.46% -19.75% 10.10%
2010 4.98% -10.43% 9.88% 16.07%
2009 -11.87% 17.15% 12.88% 5.45%
2008 -15.48% 3.46% -12.52% -24.57%
2007 6.00% 9.56% 6.31% 2.27%
2006 8.73% -4.59% -4.06% 8.35%
2005 -3.97% 4.49% 9.89% 4.53%
2004 4.61% 1.37% -5.55% 15.95%
2003 -3.39% 17.43% 4.11% 12.83%
2002 -6.06% -19.40% -26.48% -0.32%
2001 -25.10% 22.79% -27.95% 28.86%
2000 21.30% -12.40% -8.47% -26.81%
1999 6.72% 18.36% 5.77% 72.78%

Rank in Category (By Total Return)

YTD 70
1-Month 24
3-Month 55
1-Year 49
3-Year 31
5-Year 57

Load Adjusted Returns

1-Year 0.93%
3-Year 5.03%
5-Year 8.19%
10-Year 9.36%

Performance & Risk

YTD Return -8.34%
5y Average Return 7.22%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Neuberger Berman
Net Assets 408.58M
YTD Return -12.41%
Yield 0.00%
Morningstar Rating
Inception Date Sep 07, 2018

Fund Summary

The fund normally invests at least 80% of its net assets in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell 2000® Index at the time of initial purchase. It seeks to reduce risk by diversifying among many companies, sectors and industries.

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