Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMIIX (NEUBERGER BERMAN NEW YORK MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) | 0.11% | 4.63% | 3.12% | 0.37% | 1.46% | NA | NA | … | … |
Data as of 05/21/2026, Common starting date is 03/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMIIX (NEUBERGER BERMAN NEW YORK MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) | 03/13/2013 | 05/21/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 4.63 | 3.12 | 0.37 | 1.46 | NA | NA | … | … | 0.11 | 3.88 | 1.22 | 4.37 | -7.98 | 0.88 | 4.32 | 6.51 | 0.96 | 3.36 | -0.09 | 2.44 | 7.35 | -2.84 |
| Sharpe Ratio | NA | 1.02 | -0.07 | -0.71 | -0.06 | NA | NA | … | … | -0.99 | 0.28 | -0.93 | 0.22 | -2.67 | 0.64 | 0.62 | 3.02 | -0.27 | 1.46 | -0.14 | 1.31 | 3.94 | -1.18 |
| Standard Deviation(%) | NA | 1.91 | 3.06 | 3.02 | 3.20 | NA | NA | … | … | 2.24 | 3.53 | 2.58 | 3.34 | 3.54 | 1.33 | 6.58 | 1.67 | 1.58 | 1.86 | 2.12 | 1.84 | 1.86 | 3.00 |
| Draw Down(%) | NA | 2.19 | 4.64 | 11.94 | 11.94 | NA | NA | … | … | 2.19 | 3.88 | 1.90 | 5.55 | 11.67 | 1.78 | 9.81 | 1.52 | 2.02 | 1.85 | 4.72 | 2.17 | 1.60 | 6.15 |
| Yield(%) | 0.00 | 3.08 | 2.76 | 2.17 | 2.34 | 2.09 | 1.57 | … | … | 1.04 | 2.94 | 2.66 | 2.17 | 1.61 | 1.82 | 2.28 | 2.92 | 2.43 | 2.41 | 3.11 | 2.63 | 2.67 | 1.79 |
Data as of 05/21/2026, Common starting date is 03/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMIIX (NEUBERGER BERMAN NEW YORK MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) |
-2.89%
Oct 2020 – Oct 2023 |
-0.07%
Jul 2020 – Jul 2025 |
1.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMIIX (NEUBERGER BERMAN NEW YORK MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) |
5.19%
Aug 2013 – Aug 2016 |
3.34%
Nov 2016 – Nov 2021 |
2.13%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
