Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUPAX (Neuberger Berman US Equity Index PutWrit) | NA | 17.15% | 7.87% | 6.91% | NA | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 09/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUPAX (Neuberger Berman US Equity Index PutWrit) | 09/19/2016 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.15 | 7.87 | 6.91 | NA | NA | NA | … | … | 12.99 | -11.40 | 17.90 | 8.00 | 15.76 | -6.24 | 10.98 | 3.71 |
| Sharpe Ratio | NA | 1.79 | 0.62 | 0.42 | NA | NA | NA | … | … | 1.96 | -0.92 | 2.12 | 0.36 | 1.97 | -0.70 | 2.97 | 2.75 |
| Standard Deviation(%) | NA | 7.36 | 10.21 | 13.27 | NA | NA | NA | … | … | 6.27 | 13.95 | 8.41 | 21.73 | 7.27 | 10.83 | 3.50 | 4.84 |
| Draw Down(%) | NA | 3.46 | 16.88 | 25.18 | NA | NA | NA | … | … | 3.46 | 16.88 | 3.37 | 25.18 | 4.50 | 13.76 | 1.25 | 2.06 |
| Yield(%) | 0.00 | 4.39 | 8.85 | 6.87 | 4.36 | 2.91 | 2.18 | … | … | 3.11 | 3.15 | 19.36 | 0.73 | 5.67 | 0.95 | 5.83 | 0.32 |
Data as of 10/19/2023, Common starting date is 09/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUPAX (Neuberger Berman US Equity Index PutWrit) |
-0.69%
Mar 2017 – Mar 2020 |
3.28%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUPAX (Neuberger Berman US Equity Index PutWrit) |
13.81%
Dec 2018 – Dec 2021 |
9.16%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart