Nasdaq - Delayed Quote USD

Neuberger Berman Long Short Fund (NLSIX)

19.43
-0.05
(-0.26%)
At close: 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.63%
5y Average Return 7.90%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (May 20, 2025) 17.12%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 17.12%
Worst 3Y Total Return 0.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NLSIX
Category
YTD
1.01%
9.18%
1-Month
1.18%
-0.20%
3-Month
-1.76%
3.85%
1-Year
8.01%
22.90%
3-Year
6.50%
7.45%
5-Year
7.73%
7.00%
10-Year
5.71%
4.81%
Last Bull Market
7.18%
11.80%
Last Bear Market
-4.83%
-12.04%

Annual Total Return (%) History

Year
NLSIX
Category
2025
--
--
2024
7.47%
--
2023
13.14%
--
2022
-6.88%
--
2021
9.00%
--
2020
15.27%
7.89%
2019
17.12%
11.90%
2018
-6.85%
-6.29%

2017
13.39%
11.18%
2016
3.69%
2.34%
2015
-3.92%
-2.02%
2014
2.54%
2.92%
2013
14.52%
14.62%
2012
12.42%
5.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.16% -- -- --
2024 2.06% 0.90% 2.67% 1.65%
2023 4.24% 3.20% -0.12% 5.30%
2022 -2.85% -4.83% -2.18% 2.96%
2021 1.26% 4.28% 0.80% 2.40%
2020 -5.64% 9.65% 6.17% 4.94%
2019 7.30% 4.06% 1.46% 3.38%
2018 -0.89% 1.17% 3.40% -10.16%
2017 3.79% 4.10% 1.58% 3.31%
2016 1.61% 0.39% 0.94% 0.70%

2015 1.77% -0.98% -5.36% 0.74%
2014 -0.31% 2.21% -0.46% 1.11%
2013 5.02% 0.77% 3.73% 4.33%
2012 5.69% 1.70% 2.51% 2.02%

Rank in Category (By Total Return)

YTD 32
1-Month 17
3-Month 27
1-Year 45
3-Year 57
5-Year 71

Load Adjusted Returns

1-Year 8.01%
3-Year 6.50%
5-Year 7.73%
10-Year 5.71%

Performance & Risk

YTD Return 3.63%
5y Average Return 7.90%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.32
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Neuberger Berman
Net Assets 7.24B
YTD Return 1.01%
Yield 0.02%
Morningstar Rating
Inception Date Dec 29, 2011

Fund Summary

The fund seeks to achieve its goal primarily by taking long and short positions in the global securities markets. It uses long or short positions in common and preferred equity securities, exchange traded funds ("ETFs"), fixed income securities and restricted securities. The fund may invest in securities of, and derivative contracts on, U.S. and non-U.S. companies. Futures, swaps, forwards or options may be used in an attempt to increase returns and/or reduce risks.

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