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Neuberger Berman Alternative Funds - Neuberger Berman Global Allocation Fund (NGLAX)

10.51
0.00
(0.00%)
At close: February 17 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 2.34%
5y Average Return 3.53%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Feb 10, 2023) 18.17%
Worst 1Y Total Return (Feb 10, 2023) --
Best 3Y Total Return 18.17%
Worst 3Y Total Return -1.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NGLAX
Category
YTD
2.34%
8.60%
1-Month
0.31%
0.11%
3-Month
2.49%
4.82%
1-Year
-9.05%
25.33%
3-Year
2.36%
8.02%
5-Year
3.53%
8.06%
10-Year
4.14%
6.03%
Last Bull Market
24.56%
13.54%
Last Bear Market
-11.49%
-13.20%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 97
1-Month 97
3-Month 92
1-Year 82
3-Year 50
5-Year 61

Load Adjusted Returns

1-Year -14.66%
3-Year 1.08%
5-Year 1.20%
10-Year 3.35%

Performance & Risk

YTD Return 2.34%
5y Average Return 3.53%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Neuberger Berman
Net Assets 7.73M
YTD Return 2.34%
Yield 1.28%
Morningstar Rating
Inception Date Dec 29, 2010

Fund Summary

To pursue its goal, the fund employs a fundamental and quantitative approach to allocating the fund's assets among various investment strategies that primarily invest in U.S. and non-U.S. equity and debt securities and currencies. It may also obtain investment exposure to these asset classes through investments in exchange traded funds ("ETFs") or through the use of derivatives. Under normal market conditions, the fund will invest so that at least 40% of its investment exposure comes from non-U.S. securities and other instruments.

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