Performance analysis of NRO (Neuberger Berman Real Estate Securities Income Fund)
Annual Return
Over the past 3 years, NRO has had an average annual return of +13.79%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, NRO has had an average annual return of +0.88%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, NRO has had an average annual return of +4.84%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 29, 2003, NRO has had an average annual return of +3.83%, underperforming the benchmark SPY, which returned +11.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.62% | +0.85% | +23.93% | +15.14% | -34.95% | +29.24% | -10.94% | +47.55% | -16.37% | +13.30% | +15.95% | +1.78% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +28.53% | -0.57% | +29.32% | -0.09% | +40.15% | +101.75% | -78.22% | -23.00% | +48.05% | +2.62% | +9.86% | +0.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.97% | +4.73% | -7.12% | +8.15% | -1.26% | -2.19% | +0.62% | ||||||
| 2025 | +1.55% | +0.06% | -1.45% | -2.34% | +2.55% | +0.36% | +0.97% | +2.54% | -0.28% | +0.36% | -2.43% | -0.89% | +0.85% |
| 2024 | +6.66% | -1.46% | +2.51% | -5.67% | +3.22% | +6.50% | +10.05% | +8.28% | +5.12% | -4.12% | +0.58% | -8.17% | +23.93% |
| 2023 | +16.37% | -6.13% | -7.41% | -1.90% | -4.66% | +8.93% | +4.33% | -2.52% | -6.95% | -6.09% | +14.78% | +9.53% | +15.14% |
| 2022 | -7.02% | -4.90% | +9.21% | -6.21% | +1.36% | -13.44% | +10.05% | -6.40% | -16.51% | +0.37% | +6.30% | -10.79% | -34.95% |
| 2021 | -4.94% | +3.63% | +7.29% | +5.74% | +3.62% | +2.65% | +3.61% | +0.61% | -6.76% | +5.24% | -1.18% | +7.55% | +29.24% |
| 2020 | +3.06% | -12.38% | -39.02% | +15.96% | +2.22% | +5.73% | +7.52% | +2.81% | -4.61% | +0.76% | +14.38% | +6.20% | -10.94% |
| 2019 | +14.52% | +3.84% | +3.31% | +0.40% | +0.80% | +4.65% | +6.85% | +1.30% | +4.21% | -0.89% | +2.16% | -0.72% | +47.55% |
| 2018 | -12.10% | -1.54% | +2.44% | +0.12% | +5.41% | +4.97% | +1.46% | +1.07% | -3.80% | -4.16% | -0.85% | -9.17% | -16.37% |
| 2017 | -0.75% | +3.99% | -1.80% | +1.87% | -1.47% | +3.52% | +2.33% | +1.95% | +2.08% | -0.64% | -0.81% | +2.50% | +13.30% |
Drawdown analysis of NRO (Neuberger Berman Real Estate Securities Income Fund)
The maximum drawdown for the NRO was -92.78%, occurring on Mar 9, 2009. Recovery took 2582 trading sessions.
The current NRO drawdown is -10.79%.
Since Oct 29, 2003 NRO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.78% | Jun 4, 2007 | 444 | Mar 9, 2009 | 2582 | Jun 11, 2019 | 3026 |
| -62.59% | Feb 14, 2020 | 25 | Mar 23, 2020 | 364 | Aug 31, 2021 | 389 |
| -42.27% | Dec 31, 2021 | 458 | Oct 27, 2023 | 213 | Sep 4, 2024 | 671 |
| -24.77% | Sep 24, 2024 | 134 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -23.10% | Mar 17, 2004 | 37 | May 10, 2004 | 103 | Oct 6, 2004 | 140 |
| -11.90% | Aug 3, 2005 | 50 | Oct 13, 2005 | 59 | Jan 9, 2006 | 109 |
| -11.78% | Feb 7, 2007 | 17 | Mar 5, 2007 | 46 | May 9, 2007 | 63 |
| -11.11% | Dec 31, 2004 | 56 | Mar 23, 2005 | 52 | Jun 7, 2005 | 108 |
| -9.17% | Mar 17, 2006 | 47 | May 24, 2006 | 32 | Jul 11, 2006 | 79 |
| -8.18% | Sep 3, 2021 | 16 | Sep 28, 2021 | 62 | Dec 27, 2021 | 78 |
| -5.47% | Nov 17, 2003 | 20 | Dec 16, 2003 | 52 | Mar 3, 2004 | 72 |
| -5.27% | Jul 30, 2019 | 4 | Aug 5, 2019 | 10 | Aug 19, 2019 | 14 |
| -5.14% | Nov 4, 2004 | 2 | Nov 8, 2004 | 6 | Nov 16, 2004 | 8 |
| -4.85% | Oct 23, 2019 | 14 | Nov 12, 2019 | 22 | Dec 13, 2019 | 36 |
| -4.18% | Oct 27, 2006 | 8 | Nov 8, 2006 | 8 | Nov 20, 2006 | 16 |
| -4.04% | May 14, 2007 | 4 | May 18, 2007 | 7 | May 30, 2007 | 11 |
| -3.83% | Jun 20, 2019 | 4 | Jun 26, 2019 | 7 | Jul 8, 2019 | 11 |
| -3.60% | Nov 16, 2004 | 4 | Nov 22, 2004 | 5 | Nov 30, 2004 | 9 |
| -3.28% | Dec 4, 2006 | 11 | Dec 19, 2006 | 7 | Dec 29, 2006 | 18 |
| -2.93% | Sep 16, 2024 | 4 | Sep 20, 2024 | 2 | Sep 24, 2024 | 6 |
| -2.81% | Dec 13, 2019 | 2 | Dec 17, 2019 | 19 | Jan 15, 2020 | 21 |
| -2.68% | Jun 20, 2005 | 5 | Jun 27, 2005 | 5 | Jul 5, 2005 | 10 |
| -2.55% | Jul 12, 2006 | 3 | Jul 17, 2006 | 2 | Jul 19, 2006 | 5 |
| -2.42% | Jul 12, 2005 | 2 | Jul 14, 2005 | 10 | Jul 28, 2005 | 12 |
| -2.30% | Sep 12, 2019 | 4 | Sep 18, 2019 | 2 | Sep 20, 2019 | 6 |