Nasdaq - Delayed Quote USD

Neuberger Berman Sustainable Equity I (NBSLX)

49.44
+0.02
+(0.04%)
As of 8:09:26 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.48%
5y Average Return 17.56%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (May 21, 2025) 38.48%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 38.48%
Worst 3Y Total Return 6.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBSLX
Category
YTD
-2.81%
5.31%
1-Month
0.06%
-4.19%
3-Month
-7.79%
3.90%
1-Year
14.23%
20.31%
3-Year
14.29%
6.48%
5-Year
16.74%
11.78%
10-Year
11.33%
10.96%
Last Bull Market
18.48%
25.56%
Last Bear Market
-16.02%
-15.11%

Annual Total Return (%) History

Year
NBSLX
Category
2025
--
--
2024
28.37%
--
2023
26.99%
22.32%
2022
-18.46%
-16.96%
2021
23.64%
26.07%
2020
19.61%
15.83%
2019
26.09%
28.78%
2018
-5.63%
-6.27%

2017
18.76%
20.44%
2016
10.31%
10.37%
2015
-0.24%
-1.07%
2014
10.70%
10.96%
2013
38.48%
31.50%
2012
11.15%
14.96%
2011
-2.72%
-1.27%
2010
23.06%
14.01%
2009
30.83%
28.17%
2008
-38.69%
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.87% -- -- --
2024 12.56% 3.36% 4.80% 5.29%
2023 6.06% 8.78% -3.19% 13.69%
2022 -5.85% -16.02% -5.08% 8.64%
2021 7.49% 5.60% -1.02% 10.05%
2020 -21.49% 19.31% 9.63% 16.48%
2019 11.87% 1.84% 2.48% 8.00%
2018 0.50% 3.69% 4.69% -13.49%
2017 6.69% 2.67% 2.73% 5.54%
2016 0.65% 0.80% 4.96% 3.59%

2015 1.65% -0.97% -6.43% 5.91%
2014 0.63% 4.30% 0.11% 5.36%
2013 15.19% 2.02% 7.59% 9.52%
2012 10.56% -6.28% 5.33% 1.84%
2011 6.99% -0.55% -17.45% 10.76%
2010 7.23% -7.10% 9.43% 12.89%
2009 -5.83% 15.39% 14.32% 5.32%
2008 -8.60% -0.53% -8.10% -26.62%

Rank in Category (By Total Return)

YTD 20
1-Month 16
3-Month 47
1-Year 7
3-Year 5
5-Year 6

Load Adjusted Returns

1-Year 14.23%
3-Year 14.29%
5-Year 16.74%
10-Year 11.33%

Performance & Risk

YTD Return 1.48%
5y Average Return 17.56%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Neuberger Berman
Net Assets 1.61B
YTD Return -2.81%
Yield 0.10%
Morningstar Rating
Inception Date May 27, 2009

Fund Summary

The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's quality oriented financial and ESG criteria. The portfolio manager employs a fundamental research driven approach to stock selection and portfolio construction, with a focus on long term sustainability issues that, in the judgement of the portfolio manager, are financially material. The fund is non-diversified.

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