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NSTLX: NEUBERGER BERMAN STRATEGIC INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.02 0.05(0.50%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 08/04/2003 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.64% |
| Expenses | 0.50% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -0.3 | 5.5 | 7.0 | 2.5 | 3.8 | 3.9 | 4.8 | 5.3 | 9.5 | 6.0 | 10.1 | -10.6 | 1.0 | 7.8 | 10.5 | -2.3 | 5.8 | 6.5 | -1.9 | 4.5 | 0.8 | 12.0 | 5.7 | 10.5 | 12.4 | 1.9 | 2.4 | 10.1 | 5.5 | 10.4 | 4.7 |
| Sharpe Ratio | NA | -0.35 | 1.19 | 0.97 | 0.03 | 0.45 | NA | NA | 0.88 | 1.87 | 0.55 | 1.03 | -1.77 | 0.31 | 0.77 | 3.77 | -1.55 | 1.93 | 1.77 | -0.66 | 1.9 | 0.25 | 5.08 | 1.42 | 2.52 | 1.59 | 0.14 | -0.17 | 2.15 | 0.9 | 2.35 | 3.37 |
| Draw Down(%) | NA | 3.3 | 3.3 | 4.8 | 17.1 | 19.0 | NA | NA | 19.0 | 2.4 | 2.6 | 5.1 | 15.2 | 3.1 | 19.0 | 0.8 | 3.2 | 1.5 | 3.0 | 5.0 | 2.7 | 5.3 | 1.1 | 3.8 | 3.0 | 7.2 | 9.3 | 4.0 | 1.8 | 2.6 | 5.2 | 1.2 |
| Standard Deviation(%) | NA | 4.3 | 3.6 | 4.6 | 5.1 | 5.0 | NA | NA | 4.6 | 3.5 | 4.3 | 6.3 | 6.8 | 3.1 | 9.7 | 2.4 | 2.4 | 2.7 | 3.5 | 2.9 | 2.3 | 3.0 | 2.4 | 4.0 | 4.1 | 7.8 | 6.7 | 4.1 | 3.1 | 3.7 | 4.0 | 3.3 |
| Treynor Ratio | NA | -0.02 | 0.05 | 0.06 | 0.0 | 0.03 | NA | NA | 0.07 | 0.1 | 0.03 | 0.09 | -0.19 | 0.05 | 0.1 | 0.28 | -0.08 | 0.08 | 0.16 | -0.1 | 0.22 | 0.01 | 0.21 | 0.09 | 0.14 | 0.2 | 0.01 | -0.06 | 0.16 | 0.07 | 0.18 | 0.55 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.02 | 0.02 | -0.01 | 0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.02 | 0.03 | -0.01 | 0.0 | 0.02 | 0.01 | 0.03 | 0.04 |
| Beta | NA | 0.94 | 0.79 | 0.78 | 0.68 | 0.65 | NA | NA | 0.58 | 0.66 | 0.74 | 0.76 | 0.64 | 0.18 | 0.78 | 0.32 | 0.45 | 0.62 | 0.39 | 0.19 | 0.2 | 0.7 | 0.59 | 0.6 | 0.73 | 0.61 | 0.73 | 0.12 | 0.42 | 0.49 | 0.52 | 0.2 |
| RSquared | NA | 0.83 | 0.76 | 0.83 | 0.62 | 0.41 | NA | NA | 0.32 | 0.74 | 0.85 | 0.78 | 0.52 | 0.05 | 0.16 | 0.22 | 0.29 | 0.47 | 0.15 | 0.07 | 0.06 | 0.62 | 0.48 | 0.43 | 0.51 | 0.13 | 0.47 | 0.01 | 0.2 | 0.19 | 0.3 | 0.1 |
| Yield(%) | N/A | 1.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 5.4 | 5.6 | 4.5 | 4.2 | 3.9 | 4.3 | 4.1 | 3.7 | 3.7 | 3.6 | 4.3 | 3.7 | 6.2 | 5.5 | 6.7 | 2.3 | 3.1 | 9.0 | 8.2 | 12.0 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | -67.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | -0.9 | 5.4 | 3.5 | 10.7 | -1.5 | -2.2 | 14.6 | 3.0 | -3.5 | -17.6 | 13.6 | -36.6 | 11.6 | -13.8 | 215.8 | -26.8 | -67.5 | 11.0 | -35.7 | 152.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2003
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