Nasdaq - Delayed Quote
USD
Neuberger Long Short Instl (NLSIX)
20.67
-0.04
(-0.19%)
At close: November 2 at 6:37:07 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.09% |
|---|---|
| 5y Average Return | 4.46% |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 17.12% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 17.12% |
| Worst 3Y Total Return | 0.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NLSIX
Category
- YTD
- 3.33%
- 0.00%
- 1-Month
- 0.83%
- 0.00%
- 3-Month
- 1.86%
- 0.00%
- 1-Year
- 3.80%
- 0.00%
- 3-Year
- 7.83%
- 0.00%
- 5-Year
- 5.13%
- 0.00%
- 10-Year
- 6.98%
- 0.00%
- Last Bull Market
- 5.28%
- 0.00%
- Last Bear Market
- -4.83%
- 0.00%
Annual Total Return (%) History
Year
NLSIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-2.39% | 3.93% | 1.86% | -- |
|
2025
|
-0.16% | 4.17% | 2.62% | 0.45% |
|
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% |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 22 |
|---|---|
| 3-Month | 47 |
| 1-Year | 71 |
| 3-Year | 85 |
| 5-Year | 72 |
Load Adjusted Returns
| 1-Year | 3.80% |
| 3-Year | 7.83% |
|---|---|
| 5-Year | 5.13% |
| 10-Year | 6.98% |
Performance & Risk
| YTD Return | 3.09% |
| 5y Average Return | 4.46% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.30 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Neuberger Berman Group LLC |
| Net Assets | 7.04B |
| YTD Return | 3.33% |
| Yield | 0.05% |
| 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.
