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NSHLX: NEUBERGER BERMAN SHORT DURATION BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/22/2010 |
| Last Dividend Date: | 05/31/2024 |
| 12-Mo. Yield | 35.74% |
| Expenses | 0.35% |
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Performance Analytics (As of 07/30/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 925.4 | 150.8 | 87.0 | 37.6 | 26.2 | 735.3 | 46.5 | 18.9 | 22.8 | 25.8 | 4.3 | 1.3 | 0.9 | 0.7 | 0.5 | 0.8 | 0.9 | 4.3 | 1.1 | 2.1 |
| Sharpe Ratio | NA | 4.72 | 1.31 | 0.97 | 0.59 | 0.49 | 15.13 | 3.87 | 2.21 | 3.47 | 3.25 | 1.9 | 0.01 | 0.27 | 0.46 | 0.4 | 0.74 | 0.77 | 3.86 | 0.68 | 2.07 |
| Draw Down(%) | NA | 0.7 | 2.2 | 10.5 | 10.5 | 10.5 | 0.7 | 1.3 | 2.2 | 0.6 | 10.5 | 0.5 | 0.6 | 0.5 | 1.0 | 0.3 | 0.4 | 0.8 | 0.4 | 1.4 | 1.0 |
| Standard Deviation(%) | NA | 195.4 | 113.3 | 87.7 | 62.1 | 52.3 | 257.5 | 11.0 | 8.0 | 6.6 | 7.8 | 1.5 | 1.1 | 1.2 | 1.2 | 1.1 | 1.0 | 1.1 | 1.1 | 1.5 | 1.9 |
| Treynor Ratio | NA | -1.33 | -2.61 | -15.35 | 7.16 | 2.31 | -2.5 | 0.28 | 0.18 | 0.11 | 0.14 | 0.04 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.09 | 0.02 | 0.06 |
| Alpha | NA | 2.61 | 0.9 | 0.57 | 0.29 | 0.2 | 4.33 | 0.13 | 0.09 | 0.09 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | -6.91 | -0.57 | -0.06 | 0.05 | 0.11 | -15.61 | 1.51 | 0.95 | 1.99 | 1.82 | 0.65 | 0.54 | 0.54 | 0.46 | 0.42 | 0.47 | 0.45 | 0.49 | 0.57 | 0.64 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.24 | 0.19 | 0.19 | 0.45 | 0.56 | 0.43 | 0.36 | 0.42 | 0.44 | 0.38 | 0.32 | 0.29 | 0.34 | 0.47 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 16.6 | 36.6 | 24.0 | 22.3 | 21.8 | 2.9 | 2.2 | 1.6 | 1.3 | 1.2 | 1.4 | 1.7 | 2.3 | 2.9 | 1.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -54.4 | 40.2 | 5.5 | 2.8 | 657.6 | 31.1 | 38.3 | 24.8 | 3.1 | -14.3 | -18.8 | -22.9 | -23.8 | 71.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/2010
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