Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUPCX (Neuberger Berman US Equity Index PutWrit) | NA | 16.68% | 7.15% | 6.16% | 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 |
|---|---|---|
| NUPCX (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 | 16.68 | 7.15 | 6.16 | NA | NA | NA | … | … | 12.65 | -12.20 | 17.07 | 7.23 | 14.84 | -6.90 | 10.11 | 3.48 |
| Sharpe Ratio | NA | 1.74 | 0.54 | 0.36 | NA | NA | NA | … | … | 1.91 | -0.97 | 2.01 | 0.32 | 1.86 | -0.75 | 2.75 | 2.57 |
| Standard Deviation(%) | NA | 7.30 | 10.24 | 13.29 | NA | NA | NA | … | … | 6.19 | 14.02 | 8.47 | 21.69 | 7.24 | 10.98 | 3.46 | 4.84 |
| Draw Down(%) | NA | 3.55 | 17.53 | 25.22 | NA | NA | NA | … | … | 3.55 | 17.53 | 3.37 | 25.22 | 4.46 | 13.95 | 1.26 | 2.06 |
| Yield(%) | 0.00 | 3.85 | 8.62 | 6.44 | 4.04 | 2.69 | 2.02 | … | … | 2.74 | 2.60 | 19.66 | 0.25 | 4.88 | 0.43 | 5.73 | 0.29 |
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 |
|---|---|---|---|---|
| NUPCX (Neuberger Berman US Equity Index PutWrit) |
-1.47%
Mar 2017 – Mar 2020 |
2.48%
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 |
|---|---|---|---|---|
| NUPCX (Neuberger Berman US Equity Index PutWrit) |
12.97%
Dec 2018 – Dec 2021 |
8.35%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart