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NHILX: NEUBERGER BERMAN HIGH INCOME BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 7.51 0.03(0.40%) May 03
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (31%) |
Start Date: | 05/28/2009 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 6.64% |
Expenses | 0.61% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 0.9 | 9.2 | 0.6 | 3.2 | 3.2 | 5.5 | 11.5 | -11.7 | 4.5 | 6.4 | 13.9 | -2.4 | 4.4 | 13.7 | -4.8 | 1.5 | 7.6 | 14.6 | 3.1 | 8.2 | 17.8 |
Sharpe Ratio | NA | -0.76 | 1.09 | -0.28 | 0.2 | 0.34 | 0.85 | 1.26 | -1.6 | 1.54 | 0.48 | 3.56 | -0.98 | 1.25 | 2.37 | -0.97 | 0.35 | 1.9 | 3.69 | 0.45 | 1.51 | 7.06 |
Draw Down(%) | NA | 1.9 | 3.4 | 15.7 | 22.8 | 22.8 | 22.8 | 4.7 | 15.7 | 2.4 | 22.8 | 1.5 | 5.7 | 2.5 | 4.3 | 10.1 | 6.7 | 6.3 | 3.8 | 10.6 | 6.3 | 2.3 |
Standard Deviation(%) | NA | 3.7 | 4.9 | 6.1 | 7.5 | 6.2 | 5.8 | 5.9 | 8.2 | 2.9 | 12.7 | 3.5 | 3.7 | 3.1 | 5.7 | 4.9 | 4.2 | 4.0 | 4.0 | 6.9 | 5.4 | 4.5 |
Treynor Ratio | NA | -0.03 | 0.06 | -0.02 | 0.01 | 0.02 | 0.05 | 0.08 | -0.12 | 0.04 | 0.05 | 0.13 | -0.04 | 0.04 | 0.13 | -0.04 | 0.01 | 0.07 | 0.14 | 0.03 | 0.09 | 0.44 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | 0.02 |
Beta | NA | 0.91 | 0.94 | 1.02 | 1.09 | 1.08 | 1.06 | 0.97 | 1.05 | 1.0 | 1.17 | 0.93 | 0.92 | 0.86 | 1.06 | 1.14 | 1.12 | 1.11 | 1.06 | 1.2 | 0.9 | 0.71 |
RSquared | NA | 0.81 | 0.85 | 0.9 | 0.92 | 0.89 | 0.85 | 0.88 | 0.93 | 0.67 | 0.95 | 0.79 | 0.83 | 0.66 | 0.88 | 0.83 | 0.83 | 0.81 | 0.7 | 0.87 | 0.56 | 0.47 |
Yield(%) | N/A | 1.6 | 6.0 | 4.9 | 5.2 | 4.9 | N/A | 6.6 | 4.9 | 4.8 | 5.1 | 6.0 | 5.5 | 5.5 | 5.5 | 5.4 | 5.8 | 8.6 | 7.9 | 7.8 | 3.5 | 0.1 |
Dividend Growth(%) | N/A | -75.0 | -4.3 | -7.9 | -8.7 | N/A | N/A | 11.6 | 2.4 | -4.5 | -8.3 | 0.0 | 0.0 | 9.1 | -8.3 | -11.1 | -34.1 | 15.5 | -2.7 | 135.5 | 3000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2009
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