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
NSBTX (NEUBERGER BERMAN SHORT DURATION BOND FUND TRUST CLASS) NA 4.77% 0.60% 1.57% 1.28% 1.98% 0.88%
Data as of 07/30/2024, Common starting date is 08/30/1993
More Performance Analytics Comparison
Name Start Date End Date
NSBTX (NEUBERGER BERMAN SHORT DURATION BOND FUND TRUST CLASS) 08/30/1993 07/30/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Annualized Return (%) 0.00 4.77 0.60 1.57 1.28 1.98 0.88 1.49 6.12 -5.09 0.69 3.44 3.97 1.10 0.62 0.53 0.28 0.45 0.50 4.14 0.67 5.86 9.97 -18.63 0.57 2.64 0.92 0.79 2.40 5.10 7.90 6.72 1.48 4.52 6.67 4.43 10.57 -0.39 0.76
Sharpe Ratio NA 0.59 -0.71 -0.01 0.07 NA NA -0.60 0.87 -2.26 0.47 0.72 1.78 -0.23 -0.04 0.27 0.22 0.51 0.43 4.20 0.45 2.78 2.09 -2.78 -1.14 -0.49 -0.90 -0.12 0.24 1.88 1.89 0.97 -0.35 0.46 1.27 0.26 2.43 -1.25 0.03
Standard Deviation(%) NA 2.32 2.58 2.89 2.20 NA NA 2.07 2.86 2.89 1.41 4.44 1.40 1.23 1.06 1.19 1.14 0.84 1.08 0.98 1.41 2.07 4.73 7.03 2.28 1.59 1.49 1.62 6.94 2.10 2.93 2.56 5.44 2.28 2.34 2.92 2.71 2.78 2.11
Draw Down(%) NA 0.74 7.72 10.43 10.43 NA NA 0.74 1.41 7.22 0.86 10.43 0.40 0.56 0.55 1.09 0.55 0.50 0.93 0.26 1.48 1.04 4.78 22.60 1.26 0.69 0.83 1.24 4.75 1.19 1.71 1.20 3.52 0.95 0.84 2.27 0.83 3.39 1.19
Yield(%) 0.00 4.33 3.52 3.24 2.26 2.41 1.95 1.77 4.89 3.12 2.87 2.79 2.57 1.89 1.29 1.07 0.94 1.11 1.41 1.98 2.63 3.26 2.11 1.95 0.56 2.94 3.04 3.52 3.46 4.44 5.50 6.36 6.01 5.88 6.28 6.00 6.22 5.47 1.77
Data as of 07/30/2024, Common starting date is 08/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSBTX (NEUBERGER BERMAN SHORT DURATION BOND FUND TRUST CLASS) -6.16%
Nov 2005 – Nov 2008
-3.42%
Nov 2003 – Nov 2008
0.13%
Nov 2006 – Nov 2016
0.26%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSBTX (NEUBERGER BERMAN SHORT DURATION BOND FUND TRUST CLASS) 7.25%
Jan 1995 – Jan 1998
5.86%
Aug 1996 – Aug 2001
5.09%
Mar 1994 – Mar 2004
3.03%
Sep 1993 – Sep 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return