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NBPIX · Neuberger Berman Large Cap Value Fund Institutional Class
Over the last 15 years (2011-09 to 2026-09), $10,000 invested in NBPIX with dividends reinvested grew to $32,847, 8.20% a year, with a worst peak-to-trough fall of -33.99%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-09 to 2026-09 · dividends reinvested
How NBPIX held up in past market crashes
NBPIX has been through 4 of the market crashes since 2000 in our data. Its deepest price fall was 67.2% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 5.0 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | NBPIX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2008 financial crisis | -67.2% | -56.5% | Oct 2007 to Nov 2008 | 5.0 years |
| 2018 fourth-quarter selloff | -23.7% | -20.2% | Dec 2018 to Dec 2018 | 23 months |
| 2020 COVID crash | -38.2% | -34.1% | Feb 2020 to Mar 2020 | 8 months |
| 2022 bear market | -19.8% | -25.4% | Apr 2022 to Sep 2022 | 2.0 years |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About NBPIX
The Neuberger Berman Large Cap Value Fund Institutional Class is an active, value-oriented mutual fund focusing on large-capitalization U.S. equities. The fund’s primary purpose is to achieve long-term capital appreciation by identifying undervalued companies that offer robust fundamentals and a catalyst for price appreciation within a 12-18 month investment horizon. Portfolio managers employ rigorous bottom-up research to select stocks from industries with capital and capacity constraints, emphasizing sectors such as healthcare, consumer defensive, financial services, energy, and utilities. The fund typically maintains a diversified portfolio, with top holdings reflecting a strong bias toward established, dividend-paying companies that demonstrate resilient business models. With an experienced management team averaging 33 years of investment expertise, the strategy aims to deliver consistent relative performance, emphasizing risk management and a disciplined valuation process. Neuberger Berman Large Cap Value Fund Institutional Class holds appeal for institutional investors seeking cost-effective exposure to value-oriented large-cap U.S. equities, highlighting its role in providing access to mature, cash-generative businesses in the broader equity market.
Put NBPIX to the test
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Backtest NBPIX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would NBPIX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare NBPIX vs VTI →
Head-to-head against the total US market.
Replay $100/mo into NBPIX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.