Nasdaq - Delayed Quote
USD
Neuberger Genesis Inv (NBGNX)
61.44
+0.95
(+1.57%)
At close: 8:07:14 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.99% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 28 |
| Number of Years Down | 9 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
NBGNX | Category Average | NBGNX | Category Average | NBGNX | Category Average |
|
Alpha
|
-12.9 | -0.02 | -8.82 | 0.01 | -4.98 | -0.02 |
|
BETA
|
0.99 | 0.01 | 0.98 | 0.01 | 0.99 | 0.01 |
|
Mean Annual Return
|
0.67 | 0.02 | 0.34 | 0.02 | 0.83 | 0.01 |
|
R-squared
|
53.89 | 0.78 | 69.88 | 0.73 | 76.94 | 0.73 |
|
Standard Deviation
|
17.24 | 0.26 | 18.58 | 0.21 | 17.83 | 0.19 |
|
Sharpe Ratio
|
0.2 | 0.01 | 0.01 | 0.01 | 0.42 | 0.01 |
|
Treynor Ratio
|
2.17 | 0.15 | -1.6 | 0.17 | 6.19 | 0.11 |
