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NRHIX: NEUBERGER BERMAN HIGH INCOME BOND FUND CLASS R6 (MUTUAL FUND)
Basic Info 7.71 0.01(0.13%) July 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 03/18/2013 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 5.84% |
| 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 | Since 03/18/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 3.4 | 8.3 | 8.7 | 5.2 | 4.4 | 4.3 | 8.1 | 11.7 | -11.6 | 4.8 | 6.4 | 14.1 | -2.4 | 5.7 | 13.8 | -4.7 | 1.6 | 4.8 |
| Sharpe Ratio | NA | 1.03 | 1.44 | 1.01 | 0.57 | 0.49 | 0.54 | 0.42 | 1.28 | -1.59 | 1.67 | 0.49 | 3.62 | -1.04 | 1.64 | 2.39 | -0.96 | 0.38 | 1.44 |
| Draw Down(%) | NA | 3.9 | 3.9 | 8.5 | 15.6 | 22.8 | 22.8 | 1.8 | 4.7 | 15.6 | 2.3 | 22.8 | 1.5 | 5.7 | 2.5 | 4.3 | 10.0 | 6.7 | 6.3 |
| Standard Deviation(%) | NA | 4.3 | 3.8 | 5.4 | 5.3 | 6.2 | 5.8 | 3.6 | 5.9 | 8.2 | 2.8 | 12.7 | 3.5 | 3.6 | 3.1 | 5.7 | 4.9 | 4.2 | 4.2 |
| Treynor Ratio | NA | 0.38 | 0.5 | 0.32 | 0.19 | 0.16 | 0.17 | 0.13 | 0.33 | -0.64 | 0.58 | 0.26 | 0.75 | -0.43 | 0.34 | 0.58 | -0.36 | 0.11 | 0.53 |
| Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.04 | 0.01 | 0.0 | 0.03 | -0.01 | 0.01 | 0.04 | -0.02 | 0.0 | 0.01 |
| Beta | NA | 0.11 | 0.11 | 0.17 | 0.16 | 0.19 | 0.18 | 0.11 | 0.23 | 0.2 | 0.08 | 0.24 | 0.17 | 0.09 | 0.15 | 0.23 | 0.13 | 0.14 | 0.12 |
| RSquared | NA | 0.44 | 0.34 | 0.31 | 0.3 | 0.33 | 0.3 | 0.17 | 0.28 | 0.39 | 0.16 | 0.44 | 0.37 | 0.16 | 0.12 | 0.31 | 0.16 | 0.16 | 0.1 |
| Yield(%) | N/A | 2.3 | 5.8 | 6.6 | 5.7 | 5.3 | N/A | 7.1 | 7.0 | 5.1 | 4.9 | 5.1 | 5.9 | 5.4 | 5.6 | 5.5 | 5.5 | 6.3 | 6.9 |
| Dividend Growth(%) | N/A | -67.7 | -17.4 | 11.9 | -1.2 | N/A | N/A | 5.5 | 15.1 | 3.7 | -2.3 | -7.6 | 0.6 | -3.5 | 10.2 | -10.5 | -15.7 | -10.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/2013
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