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NLSIX: NEUBERGER BERMAN LONG SHORT FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 17.71 0.03(0.17%) April 24
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (32%) |
Start Date: | 12/30/2011 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 6.27% |
Expenses | 1.69% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/30/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 1.5 | 9.6 | 3.9 | 7.4 | 5.5 | 6.6 | 13.1 | -6.8 | 9.0 | 15.3 | 17.1 | -6.8 | 13.4 | 3.7 | -3.9 | 2.5 | 14.5 | 12.4 | 0.0 |
Sharpe Ratio | NA | -0.13 | 1.19 | 0.23 | 0.68 | 0.59 | 0.79 | 1.93 | -0.85 | 1.3 | 1.13 | 3.03 | -1.03 | 3.53 | 0.59 | -0.57 | 0.45 | 2.79 | 2.05 | NA |
Draw Down(%) | NA | 1.5 | 2.7 | 10.8 | 14.7 | 14.7 | 14.7 | 2.7 | 10.3 | 3.6 | 14.7 | 2.5 | 12.9 | 1.6 | 6.0 | 7.9 | 5.4 | 3.6 | 3.6 | 0.0 |
Standard Deviation(%) | NA | 4.8 | 4.4 | 7.1 | 8.5 | 7.4 | 7.2 | 4.7 | 9.8 | 6.9 | 13.2 | 5.2 | 7.9 | 3.6 | 5.9 | 7.0 | 5.6 | 5.2 | 6.1 | 0.0 |
Treynor Ratio | NA | -0.02 | 0.18 | 0.05 | 0.16 | 0.12 | 0.15 | 0.33 | -0.22 | 0.22 | 0.41 | 0.44 | -0.19 | 0.31 | 0.09 | -0.09 | 0.06 | 0.35 | 0.31 | 1.0 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | 0.02 | -0.02 | 0.02 | 0.0 | -0.02 | -0.01 | 0.01 | 0.02 | NA |
Beta | NA | 0.33 | 0.28 | 0.35 | 0.36 | 0.38 | 0.38 | 0.27 | 0.37 | 0.41 | 0.36 | 0.35 | 0.43 | 0.42 | 0.39 | 0.42 | 0.45 | 0.41 | 0.41 | NA |
RSquared | NA | 0.65 | 0.59 | 0.74 | 0.82 | 0.81 | 0.8 | 0.59 | 0.86 | 0.62 | 0.9 | 0.73 | 0.87 | 0.59 | 0.77 | 0.86 | 0.82 | 0.78 | 0.72 | 0.0 |
Yield(%) | N/A | 0.0 | 1.1 | 2.8 | 3.1 | 2.4 | N/A | 1.2 | 6.1 | 1.2 | 2.4 | 2.7 | 5.2 | 0.0 | 0.0 | 0.0 | 0.6 | 0.5 | 0.9 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -83.5 | 0.0 | 162.7 | N/A | N/A | -83.5 | 445.0 | -44.4 | 2.9 | -53.9 | N/A | N/A | N/A | -100.0 | 16.7 | -33.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2011
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