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Neuberger Berman Equity Income I (NBHIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
14.51-0.07 (-0.48%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.11%
5-Year Average Return8.53%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)28.42%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return28.42%
Worst 3-Yr Total Return5.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNBHIXCategory
YTD14.13%4.44%
1-Month-1.32%-4.04%
3-Month2.60%4.09%
1-Year26.25%14.37%
3-Year6.05%6.04%
5-Year8.05%9.20%
10-Year7.63%8.57%
Last Bull Market18.93%22.97%
Last Bear Market-11.63%-11.27%

Annual Total Return (%) History

Year
NBHIXCategory
2024
N/AN/A
2023
3.87%11.63%
2022
-4.15%-5.90%
2021
21.69%26.22%
2020
2.94%2.91%
2019
21.50%25.04%
2018
-5.45%-8.53%
2017
13.23%15.94%
2016
15.26%14.81%
2015
-3.14%-4.05%
2014
11.91%10.21%
2013
10.36%31.21%
2012
10.85%14.57%
2011
5.20%-0.75%
2010
19.12%13.66%
2009
28.42%24.13%
2008
-22.24%-37.09%
2007
5.83%1.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.51%-0.41%8.02%N/A
2023-1.52%2.00%-4.25%7.99%
20223.50%-11.63%-5.15%10.49%
20216.70%5.39%-2.56%11.06%
2020-22.00%11.84%6.67%10.63%
201910.89%3.03%1.99%4.27%
2018-0.72%2.84%1.38%-8.66%
20172.89%1.78%3.46%4.51%
20164.66%3.60%2.28%3.93%
20151.02%-1.57%-7.42%5.23%
20144.87%5.09%-1.65%3.24%
20136.91%-2.12%0.55%4.88%
20124.40%0.06%5.79%0.32%
20114.82%2.00%-8.94%8.07%
20104.15%-2.93%9.77%7.34%
2009-7.68%13.43%13.25%8.28%
2008-0.33%4.79%-7.44%-19.57%
20072.73%3.44%1.80%-2.16%

Rank In Category (By Total Return)

YTD63
1-Month72
3-Month52
1-Year80
3-Year79
5-Year89

Load Adjusted Returns

1-Year26.25%
3-Year6.05%
5-Year8.05%
10-Year7.63%