Neuberger Berman US Real Estate Securities Fund USD I2 Accumulating Class

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Neuberger Berman US Real Estate Securities Fund USD I2 Accumulating Class
  • FTSE EPRA Nareit United States TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev16.87 %
3-Yr Mean Return9.58 %
 
3-Yr Sharpe Ratio0.53
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE EPRA Nareit United States TR USD  MSCI World/Real Estate NR USD
3-Yr Beta0.800.97
3-Yr Alpha2.854.20
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)