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NHS: Neuberger Berman High Yield Strategies (CEF)
Basic Info 7.9 0(0.0%) April 19
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (67%) |
Start Date: | 07/29/2003 |
Last Dividend Date: | 04/12/2024 |
12-Mo. Yield | 14.39% |
Expenses | - |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/29/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 8.3 | 0.6 | -3.9 | 3.1 | 4.1 | 10.0 | 7.1 | 7.2 | 3.7 | -23.0 | 15.8 | 4.6 | 39.1 | -11.4 | 8.7 | 26.4 | -10.6 | 0.6 | 3.3 | 10.1 | 10.8 | 24.6 | 114.0 | -37.6 | -11.4 | 6.7 | 4.9 | 15.2 | 10.5 |
Sharpe Ratio | NA | 2.7 | -0.15 | -0.37 | 0.07 | 0.18 | NA | NA | 0.3 | -0.04 | -1.05 | 1.35 | 0.12 | 4.68 | -1.35 | 0.98 | 1.85 | -0.95 | 0.06 | 0.32 | 0.85 | 0.49 | 1.28 | 4.05 | -0.71 | -0.77 | 0.3 | 0.23 | 0.98 | 1.75 |
Draw Down(%) | NA | 3.1 | 18.2 | 37.4 | 43.0 | 43.0 | NA | NA | 64.6 | 18.2 | 34.5 | 7.8 | 43.0 | 4.0 | 16.3 | 6.2 | 9.7 | 21.8 | 13.1 | 11.6 | 13.3 | 21.5 | 15.1 | 24.8 | 61.5 | 24.3 | 12.2 | 11.9 | 14.7 | 5.6 |
Standard Deviation(%) | NA | 9.0 | 13.8 | 17.7 | 21.1 | 16.7 | NA | NA | 20.3 | 16.4 | 23.3 | 11.7 | 34.7 | 8.0 | 9.5 | 8.3 | 14.2 | 11.2 | 9.1 | 10.2 | 11.9 | 21.9 | 19.2 | 28.1 | 53.9 | 18.8 | 11.6 | 11.8 | 14.5 | 14.6 |
Treynor Ratio | NA | 0.52 | -0.02 | -0.04 | 0.01 | 0.02 | NA | NA | 0.03 | 0.0 | -0.14 | 0.12 | 0.02 | 0.3 | -0.13 | 0.07 | 0.18 | -0.08 | 0.0 | 0.03 | 0.14 | 0.06 | 0.21 | 0.76 | -0.13 | -0.08 | 0.08 | 0.03 | 0.11 | 0.58 |
Alpha | NA | 0.1 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | -0.03 | 0.04 | -0.01 | 0.06 | -0.04 | 0.0 | 0.03 | -0.04 | -0.02 | 0.0 | 0.0 | 0.0 | 0.04 | 0.12 | 0.15 | -0.05 | 0.01 | 0.01 | 0.02 | 0.06 |
Beta | NA | 0.47 | 1.04 | 1.54 | 1.91 | 1.76 | NA | NA | 1.82 | 1.29 | 1.76 | 1.36 | 2.28 | 1.26 | 0.96 | 1.15 | 1.49 | 1.28 | 1.46 | 1.09 | 0.72 | 1.88 | 1.2 | 1.49 | 2.9 | 1.92 | 0.45 | 1.03 | 1.24 | 0.44 |
RSquared | NA | 0.04 | 0.13 | 0.25 | 0.37 | 0.34 | NA | NA | 0.21 | 0.2 | 0.32 | 0.08 | 0.52 | 0.28 | 0.14 | 0.16 | 0.28 | 0.21 | 0.31 | 0.12 | 0.04 | 0.21 | 0.08 | 0.11 | 0.22 | 0.17 | 0.01 | 0.07 | 0.08 | 0.01 |
Yield(%) | N/A | 4.6 | 11.8 | 8.5 | 9.2 | 7.3 | 13.8 | 7.8 | N/A | 12.7 | 8.6 | 9.3 | 8.8 | 10.3 | 7.2 | 7.5 | 9.5 | 8.1 | 8.2 | 7.7 | 8.0 | 9.2 | 10.8 | 17.9 | 11.2 | 11.3 | 8.6 | 9.7 | 10.6 | 4.1 |
Dividend Growth(%) | N/A | -66.7 | 0.0 | 8.0 | 15.9 | -25.7 | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 8.0 | 19.0 | -3.4 | -9.4 | -3.0 | -8.3 | 0.0 | -1.8 | -12.7 | -2.3 | 7.5 | -9.1 | -24.1 | 28.9 | -14.6 | -6.0 | 171.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/2003
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