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NHSAX: NEUBERGER BERMAN SHORT DURATION HIGH INCOME FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/01/2012 |
Last Dividend Date: | 04/30/2020 |
12-Mo. Yield | 2.65% |
Expenses | 1.13% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/01/2012 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -15.5 | -3.4 | -0.7 | 0.5 | -17.3 | 9.1 | -0.8 | 2.5 | 8.1 | -2.1 | 0.1 | 5.4 | 1.9 |
Sharpe Ratio | NA | -1.52 | -0.7 | -0.28 | 0.01 | -2.07 | 3.37 | -0.83 | 0.93 | 2.32 | -0.64 | 0.03 | 2.15 | 3.63 |
Draw Down(%) | NA | 23.8 | 23.8 | 23.8 | 23.8 | 23.8 | 0.9 | 3.6 | 1.4 | 2.6 | 6.5 | 4.6 | 4.0 | 1.1 |
Standard Deviation(%) | NA | 10.2 | 6.3 | 5.3 | 4.5 | 12.8 | 2.3 | 2.6 | 2.0 | 3.4 | 3.3 | 2.9 | 2.5 | 2.2 |
Treynor Ratio | NA | -0.21 | -0.06 | -0.02 | 0.0 | -0.35 | 0.13 | -0.03 | 0.03 | 0.13 | -0.03 | 0.0 | 0.08 | 0.14 |
Alpha | NA | -0.08 | -0.03 | -0.02 | -0.01 | -0.12 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 |
Beta | NA | 0.75 | 0.72 | 0.71 | 0.7 | 0.75 | 0.58 | 0.63 | 0.55 | 0.63 | 0.76 | 0.73 | 0.67 | 0.55 |
RSquared | NA | 0.6 | 0.6 | 0.64 | 0.65 | 0.6 | 0.72 | 0.77 | 0.63 | 0.85 | 0.81 | 0.79 | 0.75 | 0.49 |
Yield(%) | N/A | 2.7 | 3.5 | 3.6 | N/A | 0.9 | 4.0 | 3.7 | 3.7 | 3.6 | 3.7 | 3.5 | 3.9 | 1.1 |
Dividend Growth(%) | N/A | -36.9 | -3.2 | N/A | N/A | -75.7 | 2.8 | 0.0 | 9.1 | -8.3 | 0.0 | -7.7 | 254.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2012
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