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NBO: Neuberger NY Interm Muni (CEF)
Basic Info 12.71 0.02(0.16%) May 14
| Asset Class: | Muni New York Intermediate |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 09/27/2002 |
| Last Dividend Date: | 04/29/2021 |
| 12-Mo. Yield | 3.85% |
| Expenses | - |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.4 | 4.4 | 20.4 | 7.2 | 1.2 | 3.7 | 4.4 | 4.1 | 2.9 | 16.4 | -4.6 | 1.3 | -7.3 | 8.0 | 9.8 | -8.4 | 2.9 | 21.2 | 8.6 | 32.7 | -12.0 | -6.1 | 11.1 | 9.2 | 2.2 | 6.8 | -10.8 |
| SR | NA | 1.33 | 2.26 | 0.35 | 0.03 | 0.23 | NA | 0.23 | 0.09 | 1.78 | -1.04 | 0.12 | -0.6 | 0.56 | 0.95 | -0.56 | 0.21 | 1.83 | 0.73 | 2.18 | -0.48 | -0.72 | 0.72 | 0.69 | 0.1 | 0.45 | -2.64 |
| DD(%) | NA | 5.0 | 5.0 | 30.3 | 30.3 | 30.3 | NA | 34.2 | 30.3 | 4.3 | 6.9 | 4.8 | 16.1 | 6.6 | 5.2 | 20.6 | 9.7 | 8.4 | 13.6 | 9.3 | 31.9 | 12.4 | 5.3 | 6.4 | 17.9 | 11.8 | 13.2 |
| SD(%) | NA | 9.4 | 9.0 | 18.1 | 14.9 | 14.2 | NA | 14.5 | 29.3 | 8.4 | 5.7 | 5.9 | 12.6 | 14.2 | 10.3 | 15.1 | 13.7 | 11.5 | 11.6 | 15.0 | 26.8 | 12.6 | 10.8 | 10.2 | 12.2 | 13.7 | 13.9 |
| TR | NA | 0.06 | 0.15 | 0.06 | 0.0 | 0.03 | NA | 0.03 | 0.02 | 0.13 | -0.07 | 0.01 | -0.06 | 0.06 | 0.12 | -0.07 | 0.02 | 0.55 | 0.29 | 0.99 | -0.11 | -0.1 | 0.11 | 0.09 | 0.01 | 0.08 | 1.68 |
| Alpha(%) | NA | 0.04 | 0.05 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.01 | 0.03 | -0.02 | -0.01 | -0.03 | 0.02 | 0.02 | -0.02 | -0.01 | 0.06 | 0.03 | 0.1 | -0.04 | -0.04 | 0.03 | 0.03 | -0.01 | 0.02 | -0.18 |
| Beta(%) | NA | 2.11 | 1.33 | 1.12 | 1.13 | 1.11 | NA | 0.98 | 1.1 | 1.19 | 0.83 | 1.01 | 1.33 | 1.42 | 0.83 | 1.17 | 1.25 | 0.38 | 0.29 | 0.33 | 1.16 | 0.87 | 0.69 | 0.76 | 1.38 | 0.79 | -0.22 |
| RS | NA | 0.16 | 0.05 | 0.07 | 0.08 | 0.06 | NA | 0.04 | 0.07 | 0.06 | 0.06 | 0.13 | 0.07 | 0.03 | 0.02 | 0.05 | 0.03 | 0.01 | 0.0 | 0.0 | 0.05 | 0.02 | 0.02 | 0.03 | 0.16 | 0.03 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2002
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See Muni New York Intermediate Asset Class Trend Rankings |
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