Ratings & Risk for Neuberger Berman Focus Tr (NBFCX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    		514
    5-Year Below Average Above Average
    		442
    10-Year Average High
    		300
    Overall Below Average Above 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 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 21.00 -0.54 -0.42
    5-Year 17.84 0.02 -0.16
    10-Year 25.97 0.34 0.05
    15-Year 24.65 0.80 0.24
    20-Year 22.35 0.88 0.29
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.18 0.97 -0.61
    3-Year 95.22 1.05 -0.82
    5-Year 91.52 1.07 -1.32
    10-Year 76.68 1.41 4.81

    S&P 500 TR

    Trailing data as of 10/31/2009