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Neuberger Berman Large Cap Growth Inv (NGUAX)

Nasdaq - Nasdaq Precio retrasado. Divisa en USD.
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26.61+0.37 (+1.41%)
Al cierre: 08:01PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado6.57%
Retorno promedio a 5 años16.28%
Número de años al alza54
Número de años a la baja19
Mejor retorno total a 1 año (25 abr 2024)38.92%
Peor retorno total en 1 año (25 abr 2024)N/D
Mejor retorno total a 3 años38.92%
Peor retorno total en 3 años4.35%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoNGUAXCategoría
AIF9.57%12.38%
1 mes1.11%5.09%
3 meses9.57%10.28%
1 año31.67%41.70%
3 años11.37%22.56%
5 años18.19%21.98%
10 años13.38%15.99%
Último mercado alcista41.99%25.99%
Último mercado bajista-15.75%-17.29%

Historial del rendimiento total anual (%)

Año
NGUAXCategoría
2024
N/DN/D
2023
35.96%N/D
2022
-24.34%N/D
2021
27.61%N/D
2020
34.58%35.86%
2019
36.61%31.90%
2018
-6.93%-2.09%
2017
25.20%27.67%
2016
9.19%3.23%
2015
-4.76%3.60%
2014
9.27%10.00%
2013
38.92%33.92%
2012
12.81%15.34%
2011
-2.94%-2.46%
2010
19.51%15.53%
2009
30.21%35.68%
2008
-38.21%-40.67%
2007
7.61%13.35%
2006
13.48%7.05%
2005
8.44%6.71%
2004
16.06%7.81%
2003
35.14%28.66%
2002
-25.75%-27.64%
2001
-1.84%-22.30%
2000
-1.86%-13.05%
1999
8.46%38.87%
1998
2.35%34.55%
1997
17.94%26.36%
1996
17.88%19.76%
1995
32.11%32.65%
1994
0.60%-2.45%
1993
14.47%8.69%
1992
18.96%5.92%
1991
34.32%40.07%
1990
-4.66%-3.78%
1989
21.44%27.76%
1988
28.12%12.55%
1987
-1.04%1.56%
1986
11.92%14.05%
1985
25.06%28.64%
1984
7.26%-3.94%
1983
25.30%18.56%
1982
28.25%32.75%
1981
-4.74%-2.13%
1980
28.09%40.60%
1979
36.80%32.37%
1978
8.55%15.06%
1977
-1.18%2.56%
1976
36.07%22.23%
1975
40.63%35.35%
1974
-14.92%-31.34%
1973
-12.35%-28.56%
1972
11.56%19.23%
1971
16.77%24.89%
1970
2.69%-10.89%
1969
-8.99%-9.80%
1968
12.03%15.14%
1967
27.41%42.77%
1966
-2.98%-6.98%
1965
15.21%21.58%
1964
14.52%10.60%
1963
21.47%18.94%
1962
-8.48%-18.01%
1961
23.57%26.01%
1960
9.03%5.60%
1959
13.95%16.68%
1958
41.32%44.67%
1957
-9.41%-15.41%
1956
8.42%9.71%
1955
18.61%20.69%
1954
38.16%47.17%
1953
-1.91%-2.95%
1952
11.08%6.47%
1951
18.31%18.43%
1950
N/D29.37%

Retornos del último trimestre (%)

AñoT1T2T3T4
20249.57%N/DN/DN/D
202313.15%8.71%-2.71%13.62%
2022-8.45%-15.75%-4.66%2.89%
20214.12%11.91%1.86%7.51%
2020-14.74%25.19%13.11%11.47%
201914.66%5.77%3.60%8.74%
2018-0.29%4.47%7.46%-16.86%
20176.63%5.34%4.17%7.00%
20161.88%0.95%3.78%2.30%
20150.33%-1.69%-8.02%4.98%
2014-0.21%3.93%1.24%4.06%
201314.54%1.81%8.31%9.98%
201210.85%-4.29%5.80%0.50%
20117.28%-0.75%-16.91%9.72%
20104.50%-7.61%9.40%13.15%
2009-6.97%15.77%13.72%6.31%
2008-9.00%-0.18%-7.63%-26.36%
20070.53%8.96%0.10%-1.85%
20063.48%-2.38%4.88%7.11%
2005-1.45%0.67%7.24%1.91%
20042.59%1.70%0.33%10.87%
2003-1.51%18.36%2.75%12.83%
20021.80%-12.18%-21.93%6.39%
2001-3.91%5.48%-12.00%10.04%
20004.06%-2.29%1.91%-5.29%
19993.52%11.18%-15.94%12.10%
199813.67%-0.92%-26.19%23.12%
19970.46%12.61%12.72%-7.52%
19963.56%0.97%3.42%9.01%
19959.76%11.42%9.01%-0.91%
1994-2.74%1.27%2.96%-0.80%
19934.68%0.91%4.35%3.85%
19922.56%0.54%4.78%10.10%
199117.41%-1.68%7.57%8.16%
1990-3.38%4.99%-15.76%11.56%
19897.40%5.77%10.96%-3.65%
198814.99%8.18%2.31%0.68%
198721.10%1.42%5.08%-23.31%
198611.61%5.50%-6.42%1.57%
19858.23%6.37%-2.04%10.90%
1984-4.52%-2.64%10.05%4.85%
198312.90%9.41%-1.25%2.72%
1982-2.48%-1.51%12.96%18.21%
19810.54%-2.36%-9.25%6.93%
1980-8.47%14.48%11.78%9.36%
19799.21%6.69%10.44%6.31%
1978-1.95%8.87%8.86%-6.59%
1977-3.78%5.52%-4.60%2.03%
197618.02%4.26%2.21%8.20%
197521.87%14.37%-7.22%8.75%
19744.37%-11.20%-16.36%9.75%
1973-8.13%-8.88%13.72%-7.94%
19723.98%-2.27%2.90%6.69%
197112.02%-0.90%0.34%4.83%
1970-1.34%-20.33%19.74%9.10%
1969-2.28%-4.63%-3.83%1.55%
1968-6.17%11.52%3.82%3.13%
196713.62%3.39%7.44%0.96%
1966-0.24%-1.71%-9.85%9.75%
19654.77%-3.66%8.44%5.26%
19646.80%3.20%3.12%0.77%
19636.60%5.09%3.66%4.60%
1962-1.97%-17.46%3.07%9.73%
196115.30%-1.06%-0.41%8.76%
1960-2.90%6.53%-2.57%8.18%
19595.28%3.71%-2.18%6.68%
19587.87%6.59%9.35%12.39%
1957-0.10%3.09%-8.73%-3.63%
19565.50%-1.14%-2.07%6.14%
19556.21%6.42%-1.01%6.02%
19546.72%6.83%7.12%13.13%
1953-1.59%-3.83%-1.21%4.92%
19521.83%2.36%0.08%6.49%
19515.67%-0.73%9.84%2.69%
19508.52%4.33%N/DN/D

Rango en categoría (por retorno total)

AIF76
1 mes90
3 meses76
1 año74
3 años21
5 años13

Retornos ajustados por comisiones

1 año31.67%
3 años11.37%
5 años18.19%
10 años13.38%