Neuberger Berman Genesis Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.4 | 0.69 | -1.28 | 5.28 | 0 |
| 1994 | 0.66 | 0.09 | -4.42 | 0.59 | -1.08 | -0.4 | 1.19 | 3.82 | -0.94 | -0.67 | -3.65 | 3.39 | -1.7 |
| 1995 | -1.06 | 4.09 | 0.56 | 2.79 | 3.44 | 2.54 | 4.95 | 2.85 | 1.26 | -3.9 | 3.01 | 1.58 | 24.1 |
| 1996 | -0.23 | 4.67 | 3.27 | 4.97 | 3.22 | -0.33 | -5.2 | 5.41 | 2.74 | 2.21 | 4.96 | 1.28 | 29.9 |
| 1997 | 3.07 | -2.75 | -1.86 | 1.1 | 11.7 | 5.15 | 6.6 | 3.82 | 8.58 | -1.37 | -3.31 | 0.75 | 34.9 |
| 1998 | -4.5 | 6.03 | 3.42 | 1.12 | -4.08 | -2.44 | -7.63 | -15.04 | 6.48 | 7.93 | 1.21 | 2.84 | -7 |
| 1999 | -5.95 | -4.55 | 0.93 | 6.02 | 2.51 | 4.89 | 0.38 | -3.94 | -3.55 | -1.89 | 5.16 | 4.94 | 4 |
| 2000 | -3.42 | 5.91 | 7.71 | -0.3 | 1.86 | 2.59 | -1.9 | 6.96 | -0.2 | 1.74 | -1.75 | 10.25 | 32.5 |
| 2001 | 2.58 | -1.2 | -2.18 | 7.09 | 1.06 | 1.92 | -1.95 | -1.22 | -8.3 | 4.12 | 4.88 | 5.71 | 12.1 |
| 2002 | 1.2 | 1.15 | 5.27 | 2.77 | -0.96 | -6.73 | -8.09 | 3 | -3.44 | 3.12 | 3.31 | -2.63 | -3 |
| 2003 | -2.99 | -0.95 | 0.55 | 4.93 | 7.4 | 0.75 | 4.47 | 4 | -2.33 | 6.5 | 4.04 | 2.06 | 31.7 |
| 2004 | 1.54 | 3.11 | 0.44 | -0.1 | 0.13 | 4.49 | -4.64 | -0.39 | 3.8 | 1.07 | 5.6 | 2.59 | 18.7 |
| 2005 | -1.57 | 4.26 | 0.16 | -3.37 | 4.67 | 3.18 | 5.16 | 1.08 | 2.65 | -3.76 | 2.79 | 0.43 | 16.3 |
| 2006 | 7.72 | -4.55 | 3.57 | 0.87 | -4.31 | -0.72 | -0.69 | 1.4 | -1.84 | 2.53 | 4.7 | -0.99 | 7.2 |
| 2007 | 1.78 | 0.51 | 2.58 | 2.78 | 4.93 | 0.3 | -2.88 | 2.03 | 3.54 | 6.08 | -3.78 | 2.08 | 21.4 |
| 2008 | -5.64 | 2.13 | -0.46 | 6.3 | 4.62 | -2.62 | -4.14 | 2.22 | -10.19 | -19.53 | -9.05 | 0.24 | -32.9 |
| 2009 | -6.98 | -8.61 | 5.64 | 9.96 | 4.79 | 0.93 | 6.47 | 1.24 | 5.11 | -2.17 | 3.33 | 5.54 | 26.3 |
| 2010 | -3.69 | 4.18 | 4.75 | 3.76 | -6.35 | -4.19 | 4.37 | -5.39 | 10.13 | 2.18 | 3.8 | 7.56 | 21.4 |
| 2011 | 1.15 | 4.63 | 3.21 | 3.13 | -1.73 | -1.33 | -2.36 | -3.31 | -10.03 | 13.37 | 0.98 | -1.48 | 4.6 |
| 2012 | 3.63 | 1.62 | 1.36 | -0.21 | -5.03 | 2.24 | -1.12 | 2.39 | 2.58 | 0.29 | 1.39 | 0.54 | 9.8 |
| 2013 | 5.76 | 1.49 | 3.66 | -1.13 | 3.14 | -0.52 | 6.8 | -2.06 | 6.23 | 3.78 | 2.46 | 2.74 | 37 |
| 2014 | -4.57 | 2.56 | 0.85 | -2.89 | 0.39 | 4.54 | -5.56 | 3.07 | -3.62 | 4.53 | 0.6 | 0.4 | -0.4 |
| 2015 | -3.22 | 6.38 | 1.28 | -2.1 | 1.79 | 0.67 | 0.81 | -5.52 | -2.24 | 5.69 | 2.25 | -4.94 | 0 |
| 2016 | -6.29 | 1.83 | 6.45 | 0.46 | 3.14 | 0.41 | 2.43 | 2.32 | -0.54 | -3.07 | 8.19 | 2.17 | 18 |
| 2017 | 1.03 | 2.43 | -0.52 | 1.46 | -0.64 | 1.27 | 0.37 | -2.07 | 5.82 | 7.67 | 3.5 | -5 | 15.7 |
| 2018 | 3.3 | -3.9 | 1.38 | -0.62 | 3.1 | 1.3 | 2.54 | 5.75 | -1.41 | -9.3 | 3.56 | -11.32 | -7 |
| 2019 | 8.94 | 5.32 | 0.24 | 6.2 | -7.05 | 7.78 | 2.11 | -2.35 | 0.05 | 1.37 | 2.9 | -4.03 | 22.2 |
| 2020 | 1.67 | 6.71 | 1.12 | 9.92 | 12.29 | -13.94 | -7.53 | -0.77 | -7.02 | 2.42 | 10.85 | -4.51 | 20 |
| 2021 | 0.48 | 5.86 | 11.43 | 2.71 | -1.31 | 0.32 | 3.14 | 1.9 | -4.26 | 6.35 | -2.64 | -6.06 | 6 |
| 2022 | -10.49 | 0.09 | -0.69 | -9.03 | 1.04 | -5.1 | 10.25 | -3.89 | -7.84 | 8.1 | 5.43 | -15.86 | -27.3 |
| 2023 | 8.45 | -0.94 | -0.43 | -2.52 | -1.88 | 9.47 | 2.45 | -2.7 | -5.2 | -6.62 | 7.24 | 5.71 | 12.1 |
| 2024 | -2.63 | 11 |