Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NANCX (Neuberger Berman Multi-Asset Income Fund) NA -12.98% -2.50% -0.82% NA NA NA
Data as of 04/30/2020, Common starting date is 03/30/2015
More Performance Analytics Comparison
Name Start Date End Date
NANCX (Neuberger Berman Multi-Asset Income Fund) 03/30/2015 04/30/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 -12.98 -2.50 -0.82 NA NA NA -15.64 11.97 -7.45 10.36 9.02 -7.99
Sharpe Ratio NA -1.03 -0.40 -0.19 NA NA NA -1.83 2.01 -1.23 2.72 1.17 -1.38
Standard Deviation(%) NA 13.58 9.18 8.45 NA NA NA 22.31 5.26 7.12 3.60 7.56 7.55
Draw Down(%) NA 25.68 25.68 25.68 NA NA NA 25.68 3.51 12.07 1.49 5.78 10.74
Yield(%) 0.00 2.69 2.77 2.76 1.39 0.93 0.69 0.55 2.98 2.93 2.71 2.96 2.37
Data as of 04/30/2020, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NANCX (Neuberger Berman Multi-Asset Income Fund) -3.27%
Mar 2017 – Mar 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NANCX (Neuberger Berman Multi-Asset Income Fund) 6.32%
Feb 2016 – Feb 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return