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NSTAX: NEUBERGER BERMAN STRATEGIC INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 10.03 0.05(0.50%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.25% |
| Expenses | 0.50% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -0.4 | 5.1 | 6.6 | 2.1 | 3.5 | 3.6 | 4.1 | 9.1 | 5.6 | 9.6 | -10.9 | 0.6 | 7.4 | 10.1 | -2.7 | 6.5 | 6.0 | -2.3 | 4.0 | 0.4 | 11.6 | 5.2 | 9.2 | 10.1 | -0.9 |
| Sharpe Ratio | NA | -0.83 | 0.71 | 0.75 | -0.09 | 0.37 | NA | 0.66 | 1.78 | 0.47 | 0.97 | -1.82 | 0.19 | 0.73 | 3.68 | -1.77 | 2.21 | 1.68 | -0.82 | 1.86 | 0.11 | 5.04 | 1.34 | 2.26 | 1.25 | -0.27 |
| Draw Down(%) | NA | 3.3 | 3.3 | 4.9 | 17.4 | 19.0 | NA | 19.0 | 2.5 | 2.8 | 5.4 | 15.4 | 3.2 | 19.0 | 0.8 | 3.7 | 1.5 | 3.1 | 5.2 | 2.8 | 5.3 | 1.1 | 3.9 | 3.1 | 7.3 | 10.9 |
| Standard Deviation(%) | NA | 4.2 | 3.5 | 4.5 | 5.1 | 5.0 | NA | 4.8 | 3.5 | 4.3 | 6.2 | 6.8 | 3.1 | 9.7 | 2.3 | 2.3 | 2.6 | 3.5 | 2.8 | 2.2 | 2.9 | 2.3 | 3.9 | 4.0 | 8.0 | 7.2 |
| Treynor Ratio | NA | -0.04 | 0.03 | 0.04 | -0.01 | 0.03 | NA | 0.05 | 0.09 | 0.03 | 0.08 | -0.19 | 0.03 | 0.09 | 0.27 | -0.09 | 0.09 | 0.16 | -0.12 | 0.27 | 0.0 | 0.2 | 0.09 | 0.13 | 0.17 | -0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.02 | 0.02 | -0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.02 | 0.03 | -0.02 |
| Beta | NA | 0.91 | 0.79 | 0.77 | 0.67 | 0.64 | NA | 0.62 | 0.67 | 0.73 | 0.74 | 0.64 | 0.16 | 0.77 | 0.31 | 0.43 | 0.65 | 0.37 | 0.2 | 0.15 | 0.67 | 0.58 | 0.61 | 0.71 | 0.59 | 0.83 |
| RSquared | NA | 0.82 | 0.78 | 0.83 | 0.62 | 0.41 | NA | 0.35 | 0.77 | 0.84 | 0.78 | 0.53 | 0.04 | 0.16 | 0.23 | 0.29 | 0.52 | 0.15 | 0.08 | 0.04 | 0.6 | 0.49 | 0.45 | 0.5 | 0.12 | 0.53 |
| Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 5.0 | 5.2 | 4.2 | 3.8 | 3.6 | 3.8 | 3.7 | 3.3 | 3.2 | 3.2 | 3.9 | 3.3 | 5.8 | 5.1 | 5.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -67.9 | N/A | N/A | N/A | N/A | N/A | N/A | 7.2 | -0.4 | 6.3 | 4.8 | 11.4 | -1.2 | -2.5 | 15.9 | 3.8 | -3.7 | -18.9 | 15.3 | -39.3 | 12.0 | -0.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2007
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