Performance analysis of NML (Neuberger Berman Energy Infrastructure and Income Fund)
Annual Return
Over the past 3 years, NML has had an average annual return of +26.26%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, NML has had an average annual return of +23.58%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, NML has had an average annual return of +10.25%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Mar 26, 2013, NML has had an average annual return of +2.44%, underperforming the benchmark SPY, which returned +14.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22% | +4.36% | +40.58% | +14.55% | +32.79% | +61.76% | -46.05% | +10.62% | -23.00% | +7.10% | +28.63% | -49.43% |
| 2014 | 2013 | ||||||||||
| -1.61% | -0.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.21% | +9.50% | +3.43% | +0.43% | -5.96% | +2.55% | +22% | ||||||
| 2025 | +3.95% | -1.24% | +1.21% | -8.46% | +4.98% | +6.20% | -2.01% | +0.34% | +0.56% | -5.17% | +6.70% | -1.62% | +4.36% |
| 2024 | -1.93% | +4.53% | +7.22% | +0.13% | +6.53% | +4.16% | +1.11% | +1.61% | +1.97% | +1.68% | +14.76% | -5.84% | +40.58% |
| 2023 | +9.76% | -0.86% | -7.02% | +1.64% | -4.86% | +11.26% | +4.54% | +0.25% | -2.16% | -6.02% | +8.75% | +0.42% | +14.55% |
| 2022 | +6.62% | +5.87% | +9.86% | -0.32% | +8.17% | -12.76% | +15.23% | +3.95% | -14.01% | +13.64% | +4.38% | -6.84% | +32.79% |
| 2021 | +6.89% | +9.36% | +7.79% | +7.73% | +6.78% | +4.44% | -4.07% | +0.55% | +3.27% | +9.25% | -6.25% | +4.73% | +61.76% |
| 2020 | -2.37% | -13.20% | -65.74% | +52.05% | +9.60% | -5.43% | -6.65% | -1.05% | -11.05% | +2.62% | +35.63% | +3.11% | -46.05% |
| 2019 | +15.38% | -1.28% | +6.73% | -0.33% | -5.56% | +2.37% | -1.03% | -5.89% | +5.29% | -8.42% | -2.53% | +7.85% | +10.62% |
| 2018 | +5.60% | -11.77% | -4.95% | +4.86% | +7.01% | -2.39% | +3.83% | -1.40% | -1.41% | -12.32% | +0.22% | -10.49% | -23.00% |
| 2017 | +8.71% | +1.71% | -0.81% | -1.04% | -4.27% | +1.97% | +3.50% | -3.57% | +0.69% | -7.04% | -3.22% | +11.81% | +7.10% |
Drawdown analysis of NML (Neuberger Berman Energy Infrastructure and Income Fund)
The maximum drawdown for the NML was -90.47%, occurring on Mar 18, 2020. Recovery took 1470 trading sessions.
The current NML drawdown is -5.10%.
Since Mar 26, 2013 NML has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.47% | Oct 3, 2014 | 1372 | Mar 18, 2020 | 1470 | Jan 23, 2026 | 2842 |
| -16.89% | Apr 23, 2013 | 162 | Dec 11, 2013 | 138 | Jul 1, 2014 | 300 |
| -7.47% | May 18, 2026 | 8 | May 29, 2026 | Ongoing | Ongoing | Ongoing |
| -7.18% | Mar 27, 2026 | 14 | Apr 17, 2026 | 20 | May 15, 2026 | 34 |
| -4.84% | Jul 22, 2014 | 7 | Jul 31, 2014 | 7 | Aug 11, 2014 | 14 |
| -4.82% | Sep 2, 2014 | 15 | Sep 23, 2014 | 5 | Sep 30, 2014 | 20 |
| -3.38% | Mar 2, 2026 | 6 | Mar 10, 2026 | 11 | Mar 25, 2026 | 17 |
| -2.98% | Jan 30, 2026 | 1 | Feb 2, 2026 | 5 | Feb 9, 2026 | 6 |
| -2.44% | Aug 11, 2014 | 2 | Aug 13, 2014 | 2 | Aug 15, 2014 | 4 |
| -1.83% | Aug 15, 2014 | 1 | Aug 18, 2014 | 1 | Aug 19, 2014 | 2 |
| -1.82% | Jul 1, 2014 | 3 | Jul 7, 2014 | 2 | Jul 9, 2014 | 5 |
| -1.43% | Feb 13, 2026 | 3 | Feb 19, 2026 | 4 | Feb 25, 2026 | 7 |
| -1.40% | Mar 28, 2013 | 5 | Apr 5, 2013 | 3 | Apr 10, 2013 | 8 |
| -1.34% | Sep 30, 2014 | 1 | Oct 1, 2014 | 2 | Oct 3, 2014 | 3 |
| -0.95% | Apr 11, 2013 | 1 | Apr 12, 2013 | 1 | Apr 15, 2013 | 2 |
| -0.78% | Aug 28, 2014 | 1 | Aug 29, 2014 | 1 | Sep 2, 2014 | 2 |
| -0.47% | Jul 9, 2014 | 3 | Jul 14, 2014 | 2 | Jul 16, 2014 | 5 |
| -0.41% | Feb 11, 2026 | 1 | Feb 12, 2026 | 1 | Feb 13, 2026 | 2 |
| -0.28% | Apr 15, 2013 | 1 | Apr 16, 2013 | 2 | Apr 18, 2013 | 3 |
| -0.23% | Apr 19, 2013 | 1 | Apr 22, 2013 | 1 | Apr 23, 2013 | 2 |
| -0.14% | Aug 19, 2014 | 1 | Aug 20, 2014 | 1 | Aug 21, 2014 | 2 |
| -0.05% | Jul 16, 2014 | 1 | Jul 17, 2014 | 1 | Jul 18, 2014 | 2 |