Neuberger Berman Genesis Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 11.61 | 5.2 | 6.87 | 3.61 | 8.63 | -1.46 | -3.39 | 0.44 | 0 |
| 1998 | -4.52 | 6.03 | 3.46 | 1.04 | -4.13 | -2.44 | -7.58 | -14.98 | 6.37 | 7.93 | 1.14 | 2.84 | -7.1 |
| 1999 | -5.91 | -4.52 | 0.88 | 5.99 | 2.46 | 4.88 | 0.38 | -3.95 | -3.56 | -1.97 | 5.19 | 4.86 | 3.8 |
| 2000 | -3.42 | 5.9 | 7.72 | -0.34 | 1.8 | 2.58 | -1.92 | 6.95 | -0.19 | 1.64 | -1.74 | 10.24 | 32.2 |
| 2001 | 2.59 | -1.23 | -2.25 | 7.08 | 1.01 | 1.89 | -1.97 | -1.24 | -8.31 | 4.11 | 4.89 | 5.63 | 11.8 |
| 2002 | 1.22 | 1.09 | 5.29 | 2.7 | -0.95 | -6.75 | -8.15 | 2.98 | -3.43 | 3.06 | 3.33 | -2.65 | -3.2 |
| 2003 | -3.02 | -1 | 0.57 | 4.94 | 7.39 | 0.72 | 4.46 | 3.96 | -2.33 | 6.44 | 4.05 | 2.02 | 31.3 |
| 2004 | 1.52 | 3.13 | 0.4 | -0.09 | 0.09 | 4.42 | -4.65 | -0.4 | 3.8 | 1.06 | 5.55 | 2.57 | 18.4 |
| 2005 | -1.6 | 4.23 | 0.16 | -3.39 | 4.63 | 3.16 | 5.15 | 1.07 | 2.6 | -3.77 | 2.74 | 0.43 | 16 |
| 2006 | 7.68 | -4.55 | 3.53 | 0.86 | -4.33 | -0.75 | -0.73 | 1.39 | -1.86 | 2.52 | 4.68 | -1.03 | 6.9 |
| 2007 | 1.79 | 0.46 | 2.59 | 2.73 | 4.94 | 0.28 | -2.93 | 2.05 | 3.5 | 6.06 | -3.8 | 2.04 | 21 |
| 2008 | -5.66 | 2.1 | -0.47 | 6.27 | 4.6 | -2.64 | -4.15 | 2.17 | -10.19 | -19.57 | -9.04 | 0.21 | -33.1 |
| 2009 | -7.01 | -8.66 | 5.59 | 9.97 | 4.76 | 0.91 | 6.46 | 1.19 | 5.16 | -2.24 | 3.35 | 5.5 | 25.9 |
| 2010 | -3.73 | 4.14 | 4.77 | 3.71 | -6.36 | -4.21 | 4.35 | -5.42 | 10.09 | 2.15 | 3.8 | 7.52 | 21 |
| 2011 | 1.16 | 4.58 | 3.22 | 3.08 | -1.74 | -1.38 | -2.36 | -3.33 | -10.06 | 13.34 | 0.97 | -1.49 | 4.4 |
| 2012 | 3.6 | 1.6 | 1.36 | -0.24 | -5.05 | 2.22 | -1.17 | 2.38 | 2.57 | 0.24 | 1.37 | 0.51 | 9.5 |
| 2013 | 5.73 | 1.48 | 3.62 | -1.18 | 3.14 | -0.54 | 6.76 | -2.08 | 6.22 | 3.74 | 2.43 | 2.8 | 36.7 |
| 2014 | -4.59 | 2.55 | 0.84 | -2.92 | 0.38 | 4.49 | -5.56 | 3.04 | -3.64 | 4.48 | 0.59 | 0.3 | -0.7 |
| 2015 | -3.26 | 6.4 | 1.23 | -2.12 | 1.78 | 0.63 | 0.76 | -5.54 | -2.26 | 5.67 | 2.22 | -5.11 | -0.4 |
| 2016 | -6.32 | 1.8 | 6.44 | 0.45 | 3.08 | 0.39 | 2.41 | 2.31 | -0.58 | -3.1 | 8.16 | 2.1 | 17.6 |
| 2017 | 1.03 | 2.4 | -0.52 | 1.44 | -0.69 | 1.25 | 0.34 | -2.09 | 5.78 | -60 | 3.46 | 155.69 | 15.5 |
| 2018 | 3.26 | -3.91 | 1.36 | -0.64 | 3.07 | 1.28 | 2.53 | 5.72 | -1.44 | -9.3 | 3.53 | -11.34 | -7.2 |
| 2019 | 8.92 | 5.29 | 0.22 | 6.18 | -7.07 | 7.77 | 2.08 | -2.39 | 0.05 | 1.34 | 2.88 | -4.08 | 21.8 |
| 2020 | 1.66 | 6.68 | 1.11 | 9.88 | 12.27 | -13.95 | -7.55 | -0.77 | -7.08 | 2.41 | 10.83 | 6.23 | 19.6 |
| 2021 | -9.82 | 5.83 | 11.53 | 2.69 | -1.34 | 0.29 | 3.13 | 1.87 | -4.29 | 6.33 | -2.66 | -6.18 | 5.6 |
| 2022 | -10.51 | 0.08 | -0.71 | -9.05 | 1.01 | -5.1 | 10.22 | -3.92 | -7.85 | 8.07 | 5.42 | -16.02 | -27.6 |
| 2023 | 8.43 | -0.97 | -0.44 | -2.54 | -1.91 | 9.46 | 2.41 | -2.7 | -5.23 | -6.65 | 7.22 | 5.65 | 11.7 |
| 2024 | -2.67 | 10.1 |