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NHIAX: NEUBERGER BERMAN HIGH INCOME BOND FUND CLASS A (MUTUAL FUND)
Basic Info 7.69 0.01(0.13%) July 08
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 05/28/2009 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 5.93% |
| Expenses | 0.61% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/28/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 3.6 | 8.3 | 8.4 | 4.8 | 3.8 | 5.0 | 6.2 | 7.1 | 11.1 | -12.0 | 4.1 | 5.9 | 13.5 | -2.9 | 4.1 | 13.3 | -5.2 | 1.0 | 7.2 | 14.2 | 2.7 | 13.5 | 22.5 |
| Sharpe Ratio | NA | 1.2 | 1.49 | 0.99 | 0.51 | 0.4 | NA | 0.93 | 0.15 | 1.22 | -1.63 | 1.46 | 0.44 | 3.64 | -1.17 | 1.15 | 2.28 | -1.05 | 0.23 | 1.79 | 3.61 | 0.4 | 2.38 | 8.07 |
| Draw Down(%) | NA | 3.9 | 3.9 | 8.5 | 15.8 | 22.9 | NA | 22.9 | 1.9 | 4.8 | 15.8 | 2.4 | 22.9 | 1.6 | 5.9 | 2.5 | 4.3 | 10.3 | 6.7 | 6.4 | 3.8 | 10.8 | 6.3 | 2.3 |
| Standard Deviation(%) | NA | 4.3 | 3.8 | 5.3 | 5.3 | 6.1 | NA | 5.7 | 3.3 | 5.7 | 8.2 | 2.8 | 12.7 | 3.3 | 3.6 | 3.0 | 5.7 | 4.9 | 4.2 | 4.0 | 3.9 | 6.8 | 5.6 | 5.0 |
| Treynor Ratio | NA | 0.05 | 0.06 | 0.05 | 0.03 | 0.02 | NA | 0.05 | 0.01 | 0.07 | -0.13 | 0.04 | 0.05 | 0.14 | -0.05 | 0.04 | 0.12 | -0.05 | 0.01 | 0.07 | 0.13 | 0.02 | 0.13 | 0.44 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | -0.02 | 0.0 | 0.03 |
| Beta | NA | 1.02 | 1.0 | 0.97 | 1.01 | 1.07 | NA | 1.07 | 0.9 | 0.95 | 1.05 | 0.97 | 1.17 | 0.88 | 0.9 | 0.87 | 1.07 | 1.13 | 1.1 | 1.09 | 1.08 | 1.19 | 1.06 | 0.91 |
| RSquared | NA | 0.82 | 0.79 | 0.88 | 0.87 | 0.89 | NA | 0.86 | 0.76 | 0.89 | 0.93 | 0.67 | 0.95 | 0.79 | 0.82 | 0.69 | 0.88 | 0.83 | 0.82 | 0.78 | 0.73 | 0.86 | 0.69 | 0.62 |
| Yield(%) | N/A | 2.6 | 5.9 | 6.3 | 5.3 | 4.8 | 5.7 | N/A | 6.6 | 6.5 | 4.6 | 4.4 | 4.5 | 5.3 | 4.9 | 5.1 | 5.1 | 5.1 | 5.7 | 8.0 | 7.4 | 7.3 | 8.3 | 4.7 |
| Dividend Growth(%) | N/A | -60.0 | -10.1 | 19.1 | 1.5 | N/A | N/A | N/A | 5.5 | 17.3 | 5.8 | -2.6 | -8.2 | -0.2 | -2.9 | 8.3 | -10.0 | -16.1 | -29.1 | 15.5 | -3.9 | -7.2 | 109.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2009
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See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
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- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) 0.15% (95%)
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- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) 0.15% (92%)
- PHAYX (Putnam High Yield Advantage Y) 0.17% (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) 0.16% (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.14% (94%)
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) 0.22% (93%)
- JNK (SPDR Bloomberg High Yield Bond ETF) 0.16% (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.10% (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) 0.08% (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.17% (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) 0.20% (100%)
- DSU (BlackRock Debt Strategies Closed Fund) 0.19% (99%)
- BLW (BlackRock Limited Duration Income Trust) 0.28% (99%)
- DHY (Credit Suisse High Yield Bond Fund) 0.47% (99%)
- CIK (Credit Suisse Asset Management IF) 0.0% (99%)
- DHF (BNY Mellon High Yield Strategies Fund) 0.39% (98%)
- EAD (Allspring Income Opportunities Fund) 0.14% (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) 0.0% (98%)
- MCI (Barings Corporate Investors) 0.33% (97%)
- MPV (Barings Participation Investors (the Trust)) 0.56% (97%)
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