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Ratings & Risk for NEUBERGER BERMAN EQUITY FDS (NRARX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		521
    5-Year Above Average Average
    		444
    10-Year Above Average Average
    		313
    Overall Above Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 02/28/2010

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 20.34 -0.25 -0.24
    5-Year 16.64 0.21 -0.02
    10-Year 16.08 0.42 0.14
    15-Year 15.87 0.73 0.33
    20-Year — — —
    Trailing data as of 02/28/2010

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.25 0.98 -0.32
    3-Year 92.43 0.98 0.66
    5-Year 90.60 0.98 0.84
    10-Year 89.20 0.94 3.88

    S&P 500 TR

    Trailing data as of 02/28/2010