Nasdaq - Delayed Quote USD

Neuberger Berman Equity Income I (NBHIX)

14.28
-0.19
(-1.31%)
At close: 8:04:48 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.41%
5y Average Return 12.74%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (May 21, 2025) 21.69%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 21.69%
Worst 3Y Total Return 4.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBHIX
Category
YTD
5.15%
4.44%
1-Month
-0.50%
-4.04%
3-Month
0.71%
4.09%
1-Year
13.63%
14.37%
3-Year
6.52%
6.04%
5-Year
12.10%
9.20%
10-Year
7.74%
8.57%
Last Bull Market
14.64%
22.97%
Last Bear Market
-11.63%
-11.27%

Annual Total Return (%) History

Year
NBHIX
Category
2025
--
--
2024
13.42%
--
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
2025 5.68% -- -- --
2024 7.51% -0.41% 8.02% -1.94%
2023 -1.52% 2.00% -4.25% 7.99%
2022 3.50% -11.63% -5.15% 10.49%
2021 6.70% 5.39% -2.56% 11.06%
2020 -22.00% 11.84% 6.67% 10.63%
2019 10.89% 3.03% 1.99% 4.27%
2018 -0.72% 2.84% 1.38% -8.66%
2017 2.89% 1.78% 3.46% 4.51%
2016 4.66% 3.60% 2.28% 3.93%

2015 1.02% -1.57% -7.42% 5.23%
2014 4.87% 5.09% -1.65% 3.24%
2013 6.91% -2.12% 0.55% 4.88%
2012 4.40% 0.06% 5.79% 0.32%
2011 4.82% 2.00% -8.94% 8.07%
2010 4.15% -2.93% 9.77% 7.34%
2009 -7.68% 13.43% 13.25% 8.28%
2008 -0.33% 4.79% -7.44% -19.57%
2007 2.73% 3.44% 1.80% -2.16%

Rank in Category (By Total Return)

YTD 2
1-Month 3
3-Month 4
1-Year 6
3-Year 72
5-Year 74

Load Adjusted Returns

1-Year 13.63%
3-Year 6.52%
5-Year 12.10%
10-Year 7.74%

Performance & Risk

YTD Return 7.41%
5y Average Return 12.74%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Neuberger Berman
Net Assets 912M
YTD Return 5.15%
Yield 2.05%
Morningstar Rating
Inception Date Jun 09, 2008

Fund Summary

The fund invests in income-oriented equity securities that the portfolio managers believe will be able to grow their dividends over time. The portfolio managers strives to deliver a total return with lower volatility relative to the Russell 1000® Value index. The fund may invest in real estate investment trusts (“REITs”) and other real estate companies, convertible securities (including convertible preferred stock, which receives preference in the payment of dividends) and common stocks.

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