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NSBTX: NEUBERGER BERMAN SHORT DURATION BOND FUND TRUST CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/30/1993 |
| Last Dividend Date: | 04/30/2024 |
| 12-Mo. Yield | 4.33% |
| Expenses | 0.35% |
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Performance Analytics (As of 07/30/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/30/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.2 | 0.6 | 1.6 | 1.3 | 2.0 | 0.9 | 2.2 | 1.5 | 6.1 | -5.1 | 0.7 | 3.4 | 4.0 | 1.1 | 0.6 | 0.5 | 0.3 | 0.4 | 0.5 | 4.1 | 0.7 | 5.9 | 10.0 | -18.6 | 0.6 | 2.6 | 0.9 | 0.8 | 2.4 | 5.1 | 7.9 | 6.7 | 1.5 | 4.5 | 6.7 | 4.4 | 10.6 | -0.4 | 0.8 |
| Sharpe Ratio | NA | 0.59 | -0.77 | -0.04 | 0.06 | NA | NA | 0.17 | -0.52 | 0.66 | -2.25 | 0.48 | 0.72 | 1.83 | -0.17 | -0.01 | 0.27 | 0.22 | 0.51 | 0.43 | 4.2 | 0.45 | 2.79 | 2.09 | -2.77 | -1.07 | -0.39 | -0.84 | -0.09 | 0.25 | 1.9 | 1.93 | 1.03 | -0.32 | 0.53 | 1.34 | 0.32 | 2.49 | -1.2 | 0.09 |
| Draw Down(%) | NA | 0.7 | 7.7 | 10.4 | 10.4 | NA | NA | 22.6 | 0.7 | 1.4 | 7.2 | 0.9 | 10.4 | 0.4 | 0.6 | 0.6 | 1.1 | 0.5 | 0.5 | 0.9 | 0.3 | 1.5 | 1.0 | 4.8 | 22.6 | 1.3 | 0.7 | 0.8 | 1.2 | 4.7 | 1.2 | 1.7 | 1.2 | 3.5 | 1.0 | 0.8 | 2.3 | 0.8 | 3.4 | 1.2 |
| Standard Deviation(%) | NA | 2.3 | 2.6 | 2.9 | 2.2 | NA | NA | 3.0 | 2.1 | 2.9 | 2.9 | 1.4 | 4.4 | 1.4 | 1.2 | 1.1 | 1.2 | 1.1 | 0.8 | 1.1 | 1.0 | 1.4 | 2.1 | 4.7 | 7.0 | 2.3 | 1.6 | 1.5 | 1.6 | 6.9 | 2.1 | 2.9 | 2.6 | 5.4 | 2.3 | 2.3 | 2.9 | 2.7 | 2.8 | 2.1 |
| Treynor Ratio | NA | 0.02 | -0.03 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | 0.03 | -0.1 | 0.01 | 0.03 | 0.05 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.11 | 0.01 | 0.08 | 0.19 | -0.29 | -0.05 | -0.01 | -0.02 | 0.0 | 0.03 | 0.06 | 0.07 | 0.03 | -0.02 | 0.02 | 0.04 | 0.01 | 0.08 | -0.04 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.07 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.62 | 0.66 | 0.77 | 0.7 | NA | NA | 0.72 | 0.56 | 0.7 | 0.66 | 0.54 | 1.23 | 0.56 | 0.55 | 0.47 | 0.43 | 0.45 | 0.29 | 0.43 | 0.39 | 0.52 | 0.74 | 0.53 | 0.68 | 0.54 | 0.64 | 0.72 | 0.64 | 0.56 | 0.65 | 0.81 | 0.87 | 0.97 | 0.66 | 0.87 | 0.92 | 0.89 | 0.87 | 0.73 |
| RSquared | NA | 0.61 | 0.69 | 0.6 | 0.55 | NA | NA | 0.34 | 0.5 | 0.77 | 0.7 | 0.28 | 0.64 | 0.48 | 0.37 | 0.32 | 0.35 | 0.44 | 0.22 | 0.29 | 0.24 | 0.33 | 0.49 | 0.1 | 0.15 | 0.34 | 0.53 | 0.58 | 0.67 | 0.03 | 0.71 | 0.79 | 0.76 | 0.2 | 0.65 | 0.83 | 0.88 | 0.83 | 0.79 | 0.41 |
| Yield(%) | N/A | 4.3 | 3.5 | 3.2 | 2.3 | 2.4 | 2.0 | N/A | 1.8 | 4.9 | 3.1 | 2.9 | 2.8 | 2.6 | 1.9 | 1.3 | 1.1 | 0.9 | 1.1 | 1.4 | 2.0 | 2.6 | 3.3 | 2.1 | 2.0 | 0.6 | 2.9 | 3.0 | 3.5 | 3.5 | 4.4 | 5.5 | 6.4 | 6.0 | 5.9 | 6.3 | 6.0 | 6.2 | 5.5 | 1.8 |
| Dividend Growth(%) | N/A | 7.1 | 36.3 | 137.0 | -5.0 | -56.5 | N/A | N/A | -63.6 | 44.0 | 6.5 | 3.2 | 10.1 | 34.7 | 45.7 | 20.0 | 12.7 | -15.5 | -22.2 | -27.0 | -26.4 | -17.3 | 66.4 | -14.1 | 246.9 | -80.9 | -5.2 | -15.9 | 0.6 | -21.6 | -17.9 | -13.0 | 0.9 | 0.5 | -5.9 | 2.6 | 0.5 | 7.2 | 205.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/1993
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