Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBW (Neuberger Berman California IMF Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 11/06/2023, Common starting date is 10/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBW (Neuberger Berman California IMF Inc) | 10/23/2002 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -15.85 | 6.64 | 1.57 | 19.79 | -6.85 | -1.18 | -4.25 | 3.80 | 21.59 | -5.40 | 6.33 | 12.69 | 15.63 | 34.87 | -15.12 | -8.68 | 18.17 | 6.22 | 4.25 | 6.84 | -11.21 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -1.09 | 0.62 | 0.04 | 2.34 | -1.22 | -0.25 | -0.25 | 0.26 | 1.14 | -0.30 | 0.48 | 1.12 | 1.19 | 1.98 | -0.54 | -0.88 | 1.41 | 0.39 | 0.32 | 0.48 | -3.59 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 15.90 | 10.73 | 29.72 | 7.85 | 6.70 | 7.14 | 17.56 | 14.32 | 18.87 | 18.14 | 13.06 | 11.31 | 13.11 | 17.53 | 29.48 | 13.36 | 10.60 | 10.47 | 10.49 | 12.81 | 13.35 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 27.25 | 7.13 | 27.03 | 3.84 | 11.02 | 7.98 | 19.07 | 15.35 | 7.32 | 16.67 | 9.13 | 5.62 | 9.15 | 9.65 | 36.79 | 15.47 | 3.74 | 6.85 | 13.92 | 11.67 | 13.30 |
| Yield(%) | NA | 3.96 | 3.53 | 4.11 | 4.30 | 5.99 | 5.19 | … | … | 2.83 | 3.44 | 3.66 | 3.86 | 4.38 | 4.08 | 4.32 | 4.80 | 5.12 | 5.80 | 5.16 | 4.91 | 5.73 | 6.23 | 6.39 | 4.91 | 4.63 | 5.30 | 5.74 | 5.70 | 5.76 | 0.84 |
Data as of 11/06/2023, Common starting date is 10/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBW (Neuberger Berman California IMF Inc) |
-6.93%
Oct 2019 – Oct 2022 |
-2.56%
Oct 2017 – Oct 2022 |
-0.56%
Oct 2012 – Oct 2022 |
3.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBW (Neuberger Berman California IMF Inc) |
20.68%
Dec 2008 – Dec 2011 |
12.07%
Dec 2008 – Dec 2013 |
7.83%
Jun 2004 – Jun 2014 |
5.93%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart