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USD
Neuberger Genesis Inv (NBGNX)
61.44
+0.95
(+1.57%)
At close: 8:07:14 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.39% |
|---|---|
| 5y Average Return | 2.13% |
| Number of Years Up | 28 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Oct 30, 2026) | 36.99% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 36.99% |
| Worst 3Y Total Return | 0.59% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NBGNX
Category
- YTD
- 7.28%
- 12.40%
- 1-Month
- -6.28%
- 3.37%
- 3-Month
- -5.93%
- 4.88%
- 1-Year
- 5.56%
- 55.69%
- 3-Year
- 6.77%
- 19.34%
- 5-Year
- 2.44%
- 20.72%
- 10-Year
- 8.68%
- 13.98%
- Last Bull Market
- 15.46%
- 27.85%
- Last Bear Market
- -12.74%
- -24.06%
Annual Total Return (%) History
Year
NBGNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.95% | 12.96% | -5.93% | -- |
|
2025
|
-8.38% | 4.27% | 1.43% | -1.60% |
|
2024
|
5.59% | -2.58% | 9.41% | -3.12% |
|
2023
|
6.99% | 4.74% | -5.48% | 9.13% |
|
2022
|
-11.00% | -12.74% | -2.33% | 6.46% |
|
2021
|
6.55% | 1.71% | 0.64% | 8.35% |
|
2020
|
-21.01% | 24.83% | 4.93% | 20.66% |
|
2019
|
15.01% | 6.44% | -0.22% | 5.97% |
|
2018
|
0.66% | 3.81% | 6.91% | -16.46% |
|
2017
|
2.96% | 2.11% | 4.04% | 5.68% |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 91 |
|---|---|
| 3-Month | 17 |
| 1-Year | 78 |
| 3-Year | 88 |
| 5-Year | 58 |
Load Adjusted Returns
| 1-Year | 5.56% |
| 3-Year | 6.77% |
|---|---|
| 5-Year | 2.44% |
| 10-Year | 8.68% |
Performance & Risk
| YTD Return | 12.39% |
| 5y Average Return | 2.13% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Neuberger Berman Group LLC |
| Net Assets | 6.7B |
| YTD Return | 7.28% |
| Yield | 0.21% |
| Morningstar Rating | |
| Inception Date | Apr 02, 1997 |
Fund Summary
The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.
