Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBMUX (Neuberger Berman Muni Secs Tr Inv) | NA | 1.62% | 2.66% | 2.52% | 3.52% | NA | NA | … | … |
Data as of 06/02/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBMUX (Neuberger Berman Muni Secs Tr Inv) | 06/21/1996 | 06/02/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 1.62 | 2.66 | 2.52 | 3.52 | NA | NA | … | … | 3.12 | -1.05 | 3.63 | 2.78 | 0.33 | 1.78 | 3.62 | 8.94 | 4.47 | 8.87 | -1.23 | 5.64 | 7.38 | 4.88 |
| Sharpe Ratio | NA | 0.27 | 0.21 | 0.17 | 0.50 | NA | NA | … | … | 2.09 | -0.46 | 0.28 | -0.24 | -0.88 | 0.25 | 0.84 | 2.55 | 0.84 | 2.37 | -1.95 | 0.92 | -17.85 | 1.99 |
| Standard Deviation(%) | NA | 4.37 | 3.23 | 2.88 | 2.91 | NA | NA | … | … | 3.63 | 4.24 | 2.16 | 2.20 | 2.09 | 3.35 | 3.48 | 3.07 | 2.61 | 2.03 | 2.28 | 2.52 | 2.67 | 3.01 |
| Draw Down(%) | NA | 7.97 | 8.50 | 8.50 | 8.50 | NA | NA | … | … | 2.77 | 8.50 | 1.75 | 1.41 | 2.11 | 5.78 | 5.29 | 3.50 | 3.79 | 2.26 | 3.59 | 1.73 | 2.39 | 1.58 |
| Yield(%) | 0.00 | 1.33 | 2.71 | 3.08 | 3.47 | 3.27 | 2.46 | … | … | 0.36 | 2.43 | 3.71 | 3.07 | 3.32 | 3.75 | 3.48 | 3.59 | 3.69 | 4.08 | 4.00 | 3.80 | 4.34 | 2.56 |
Data as of 06/02/2009, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBMUX (Neuberger Berman Muni Secs Tr Inv) |
0.62%
Jun 2003 – Jun 2006 |
1.25%
Oct 2003 – Oct 2008 |
2.95%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBMUX (Neuberger Berman Muni Secs Tr Inv) |
8.55%
May 2000 – May 2003 |
5.84%
Aug 1996 – Aug 2001 |
4.41%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart