Neuberger Berman Alternative Funds - Neuberger Berman Global Allocation Fund (NGLAX)
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
- 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
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
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.