Ratings & Risk for Neuberger Berman Socially Resp Tr (NBSTX)

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

  • Morningstar Ratings

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

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 19.88 -0.40 -0.36
    5-Year 16.58 0.18 -0.05
    10-Year 16.14 0.30 0.04
    15-Year 15.89 0.70 0.30
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.14 0.92 -0.48
    3-Year 93.47 0.98 0.32
    5-Year 91.34 0.99 0.49
    10-Year 88.82 0.94 3.11

    S&P 500 TR

    Trailing data as of 10/31/2009