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NBGTX: Neuberger & Berman Guardian Trus (MUTUAL FUND)
Basic Info 27.07 0.28(1.05%) April 25
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 12/30/1993 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.17% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.7 | -6.6 | 3.8 | 9.3 | 11.3 | 10.0 | 10.8 | 9.1 | 8.4 | 16.7 | 36.1 | -24.2 | 14.5 | 24.8 | 36.4 | -7.4 | 25.2 | 9.1 | -5.2 | 9.1 | 38.8 | 12.6 | -3.0 | 19.4 | 29.8 | -38.4 | 7.3 | 13.3 | 8.3 | 15.9 | 35.0 | -25.9 | -1.9 | -2.3 | 8.5 | 2.4 | 17.8 | 17.7 | 30.5 | 1.5 | 0.1 |
| Sharpe Ratio | NA | -0.72 | -0.11 | 0.23 | 0.42 | 0.43 | NA | NA | 0.34 | 0.65 | 2.14 | -0.95 | 0.79 | 0.74 | 2.84 | -0.51 | 3.54 | 0.69 | -0.35 | 0.78 | 3.26 | 0.93 | -0.13 | 1.1 | 1.06 | -0.93 | 0.31 | 0.92 | 0.59 | 1.32 | 2.23 | -1.06 | -0.22 | -0.31 | 0.3 | -0.04 | 0.78 | 1.24 | 2.85 | -0.15 | NA |
| Draw Down(%) | NA | 20.9 | 23.9 | 23.9 | 35.7 | 35.7 | NA | NA | 53.8 | 9.4 | 8.3 | 27.8 | 14.7 | 32.0 | 7.2 | 22.4 | 2.3 | 10.4 | 13.5 | 8.4 | 5.2 | 10.7 | 22.4 | 13.2 | 24.1 | 48.1 | 9.9 | 10.0 | 7.5 | 7.8 | 10.4 | 36.6 | 23.3 | 15.4 | 19.7 | 38.9 | 13.4 | 12.0 | 5.0 | 8.6 | 0.0 |
| Standard Deviation(%) | NA | 31.4 | 22.1 | 21.2 | 20.7 | 19.4 | NA | NA | 19.2 | 15.6 | 15.0 | 27.1 | 18.4 | 33.0 | 12.3 | 17.0 | 7.0 | 12.8 | 14.9 | 11.6 | 11.9 | 13.6 | 24.5 | 17.6 | 28.0 | 42.1 | 13.9 | 10.9 | 10.3 | 11.3 | 15.4 | 25.4 | 19.7 | 20.2 | 17.7 | 24.8 | 18.2 | 11.4 | 9.3 | 9.9 | 0.0 |
| Treynor Ratio | NA | -0.27 | -0.03 | 0.07 | 0.13 | 0.12 | NA | NA | 0.09 | 0.15 | 0.46 | -0.39 | 0.31 | 0.29 | 0.63 | -0.11 | 0.35 | 0.11 | -0.06 | 0.12 | 0.42 | 0.15 | -0.03 | 0.22 | 0.27 | -0.36 | 0.05 | 0.13 | 0.08 | 0.22 | 0.46 | -0.36 | -0.1 | -0.14 | 0.08 | -0.01 | 0.18 | 0.24 | 0.47 | -0.02 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | 0.0 | 0.02 | 0.0 | NA | NA | 0.01 | -0.01 | 0.01 | 0.02 | 0.06 | -0.06 | 0.04 | -0.03 | 0.01 | 0.04 | -0.05 | 0.0 | 0.02 | -0.01 | -0.01 | 0.03 | -0.03 | 0.02 | -0.01 | 0.04 | 0.0 | 0.04 | 0.05 | 0.01 | 0.05 | 0.02 | -0.01 | -0.08 | 0.0 | 0.02 | 0.04 | 0.0 | NA |
| Beta | NA | 0.83 | 0.76 | 0.73 | 0.66 | 0.72 | NA | NA | 0.75 | 0.68 | 0.7 | 0.66 | 0.47 | 0.85 | 0.56 | 0.79 | 0.71 | 0.81 | 0.86 | 0.78 | 0.93 | 0.86 | 0.9 | 0.89 | 1.1 | 1.09 | 0.79 | 0.77 | 0.77 | 0.69 | 0.74 | 0.76 | 0.45 | 0.45 | 0.67 | 0.84 | 0.79 | 0.59 | 0.57 | 0.79 | NA |
| RSquared | NA | 0.99 | 0.9 | 0.84 | 0.73 | 0.79 | NA | NA | 0.77 | 0.81 | 0.76 | 0.82 | 0.38 | 0.87 | 0.68 | 0.94 | 0.77 | 0.87 | 0.87 | 0.84 | 0.88 | 0.85 | 0.95 | 0.94 | 0.94 | 0.93 | 0.89 | 0.84 | 0.78 | 0.78 | 0.86 | 0.9 | 0.63 | 0.59 | 0.65 | 0.66 | 0.77 | 0.54 | 0.4 | 0.73 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 3.4 | 2.6 | 7.8 | 9.8 | 8.0 | N/A | 0.0 | 5.6 | 4.7 | 0.0 | 0.2 | 7.7 | 15.3 | 12.5 | 19.2 | 15.1 | 19.3 | 16.4 | 5.5 | 0.8 | 0.4 | 0.6 | 7.7 | 12.6 | 7.5 | 0.6 | 0.2 | 0.2 | 0.6 | 0.8 | 15.0 | 20.1 | 8.9 | 8.7 | 2.7 | 1.1 | 1.1 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -99.9 | 98.5 | -69.7 | 5.8 | 20.0 | N/A | N/A | -99.9 | -16.2 | 21043.3 | -81.2 | -97.2 | -29.5 | 37.5 | -39.8 | -0.1 | -29.3 | 37.9 | 218.0 | 576.3 | 144.7 | -24.0 | -95.3 | -43.2 | 75.0 | 1249.4 | 192.6 | 35.0 | -72.6 | -18.9 | -95.7 | -36.1 | 111.0 | 13.1 | 260.5 | 216.7 | 0.0 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1993
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See LARGE GROWTH Asset Class Trend Rankings |
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