Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFIAX (NEUBERGER BERMAN FLOATING RATE INCOME FUND CLASS A) | 0.85% | 4.76% | 7.93% | 5.51% | 4.61% | 4.11% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFIAX (NEUBERGER BERMAN FLOATING RATE INCOME FUND CLASS A) | 01/05/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.76 | 7.93 | 5.51 | 4.61 | 4.11 | NA | … | … | 0.85 | 5.85 | 8.90 | 12.50 | -1.90 | 4.27 | 3.62 | 8.30 | -1.15 | 2.12 | 7.09 | -0.35 | 0.47 | 4.22 | 8.85 | 2.11 | 6.35 |
| Sharpe Ratio | NA | 1.29 | 2.00 | 1.12 | 0.74 | NA | NA | … | … | -0.06 | 1.18 | 2.12 | 3.06 | -0.96 | 3.41 | 0.31 | 2.91 | -1.43 | 1.07 | 3.64 | -0.21 | 0.25 | 2.91 | 4.63 | 0.56 | 2.64 |
| Standard Deviation(%) | NA | 2.20 | 2.52 | 2.69 | 4.05 | NA | NA | … | … | 2.16 | 2.51 | 2.49 | 2.91 | 3.46 | 1.25 | 10.72 | 2.35 | 1.78 | 1.37 | 1.89 | 1.77 | 1.81 | 1.44 | 1.92 | 3.71 | 2.39 |
| Draw Down(%) | NA | 1.07 | 2.19 | 6.53 | 22.18 | NA | NA | … | … | 1.07 | 2.19 | 0.74 | 1.62 | 6.53 | 0.61 | 22.18 | 1.03 | 4.36 | 1.03 | 2.28 | 3.62 | 2.37 | 1.42 | 1.81 | 6.29 | 2.86 |
| Yield(%) | 0.00 | 6.01 | 7.47 | 6.24 | 5.02 | 4.51 | 3.79 | … | … | 2.00 | 6.78 | 8.10 | 8.56 | 4.99 | 3.38 | 3.67 | 4.88 | 4.09 | 3.39 | 3.33 | 3.63 | 3.40 | 3.67 | 4.93 | 4.93 | 3.82 |
Data as of 06/03/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFIAX (NEUBERGER BERMAN FLOATING RATE INCOME FUND CLASS A) |
-2.22%
Mar 2017 – Mar 2020 |
-0.37%
Mar 2015 – Mar 2020 |
2.05%
Mar 2010 – Mar 2020 |
4.08%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFIAX (NEUBERGER BERMAN FLOATING RATE INCOME FUND CLASS A) |
9.59%
Sep 2022 – Sep 2025 |
8.67%
Mar 2020 – Mar 2025 |
4.95%
Feb 2016 – Feb 2026 |
4.47%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart