Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LBSDX (Neuberger Berman Short Duration Bd Inv) | NA | -12.95% | -5.03% | -2.43% | 1.01% | 2.50% | 2.19% | 2.08% |
Data as of 06/02/2009, AR inception is 08/20/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBSDX (Neuberger Berman Short Duration Bd Inv) | 08/20/1987 | 06/02/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | -12.95 | -5.03 | -2.43 | 1.01 | 2.50 | 2.19 | 2.08 | 3.06 | -18.63 | 0.69 | 2.63 | 0.99 | 0.92 | 2.55 | 4.25 | 8.02 | 6.74 | 1.68 | 4.71 | 6.90 | 4.54 | 10.62 | -0.31 | 3.45 | -1.34 | 4.40 | 0.40 | 2.26 | -0.92 | -0.51 |
| Sharpe Ratio | NA | -1.82 | -1.43 | -1.13 | -0.29 | NA | NA | -0.97 | 1.36 | -2.77 | -1.02 | -0.39 | -0.82 | -0.01 | 1.09 | 1.50 | 1.97 | 1.08 | -0.28 | 0.57 | -19.73 | 0.35 | 2.51 | -1.17 | 0.61 | -1.61 | 0.45 | -2.58 | -1.84 | -3.53 | -2.72 |
| Standard Deviation(%) | NA | 7.36 | 4.92 | 3.96 | 3.63 | NA | NA | 2.95 | 5.47 | 7.03 | 2.30 | 1.74 | 1.44 | 1.66 | 1.71 | 2.09 | 2.94 | 2.50 | 5.52 | 2.43 | 2.44 | 2.96 | 2.70 | 2.80 | 2.24 | 2.30 | 1.45 | 1.88 | 1.88 | 1.57 | 2.03 |
| Draw Down(%) | NA | 18.88 | 22.53 | 22.53 | 22.53 | NA | NA | 22.53 | 4.82 | 22.53 | 1.42 | 0.76 | 0.77 | 1.25 | 1.00 | 1.14 | 1.73 | 1.11 | 3.56 | 0.91 | 0.80 | 2.30 | 0.80 | 3.28 | 1.10 | 2.49 | 0.89 | 2.01 | 1.40 | 2.70 | 1.72 |
| Yield(%) | 0.00 | 0.89 | 1.26 | 2.13 | 3.46 | 4.24 | 3.49 | 3.32 | 0.03 | 1.98 | 0.57 | 3.01 | 3.11 | 3.61 | 3.55 | 3.64 | 5.58 | 6.46 | 6.05 | 5.96 | 6.36 | 6.00 | 6.31 | 5.45 | 2.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/02/2009, AR inception is 08/20/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSDX (Neuberger Berman Short Duration Bd Inv) |
-6.14%
Nov 2005 - Nov 2008 |
-3.36%
Nov 2003 - Nov 2008 |
0.52%
Nov 1998 - Nov 2008 |
2.08%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSDX (Neuberger Berman Short Duration Bd Inv) |
7.38%
Jan 1995 - Jan 1998 |
6.00%
Aug 1996 - Aug 2001 |
5.12%
Mar 1994 - Mar 2004 |
3.97%
Mar 1989 - Mar 2004 |
Annualized Rolling Returns Comparison Chart