Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NANAX (Neuberger Berman Multi-Asset Income Fund) NA -12.36% -1.75% -0.06% NA NA NA
Data as of 04/30/2020, Common starting date is 03/30/2015
More Performance Analytics Comparison
Name Start Date End Date
NANAX (Neuberger Berman Multi-Asset Income Fund) 03/30/2015 04/30/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 -12.36 -1.75 -0.06 NA NA NA -17.14 11.83 -6.74 11.19 9.84 -7.46
Sharpe Ratio NA -1.15 -0.42 -0.16 NA NA NA -1.98 1.76 -1.13 2.88 1.26 -1.28
Standard Deviation(%) NA 13.86 9.35 8.57 NA NA NA 22.30 5.91 7.17 3.68 7.60 7.57
Draw Down(%) NA 26.86 26.86 26.86 NA NA NA 26.36 4.03 11.45 1.49 5.78 10.19
Yield(%) 0.00 3.43 3.51 3.49 1.76 1.17 0.88 0.72 3.77 3.67 3.49 3.76 2.92
Data as of 04/30/2020, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NANAX (Neuberger Berman Multi-Asset Income Fund) -2.50%
Mar 2017 – Mar 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NANAX (Neuberger Berman Multi-Asset Income Fund) 7.20%
Feb 2016 – Feb 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return