Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUPIX (Neuberger Berman US Equity Index PutWrit) | NA | -50.31% | -18.67% | -8.05% | NA | NA | NA | … | … |
Data as of 01/29/2024, Common starting date is 09/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUPIX (Neuberger Berman US Equity Index PutWrit) | 09/19/2016 | 01/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -50.31 | -18.67 | -8.05 | NA | NA | NA | … | … | -55.81 | 15.37 | -11.02 | 18.40 | 8.44 | 16.13 | -5.86 | 11.33 | 3.78 |
| Sharpe Ratio | NA | -0.38 | -0.25 | -0.15 | NA | NA | NA | … | … | -0.19 | 1.67 | -0.89 | 2.18 | 0.38 | 2.03 | -0.66 | 3.05 | 2.85 |
| Standard Deviation(%) | NA | 144.08 | 83.63 | 65.50 | NA | NA | NA | … | … | 532.05 | 6.73 | 14.03 | 8.42 | 21.68 | 7.27 | 10.83 | 3.52 | 4.78 |
| Draw Down(%) | NA | 56.44 | 56.44 | 56.44 | NA | NA | NA | … | … | 56.44 | 4.58 | 16.66 | 3.29 | 25.13 | 4.40 | 13.62 | 1.25 | 2.06 |
| Yield(%) | 0.00 | 5.70 | 9.23 | 7.75 | 4.84 | 3.23 | 2.42 | … | … | 0.00 | 5.86 | 3.46 | 19.41 | 1.11 | 6.02 | 1.25 | 6.17 | 0.39 |
Data as of 01/29/2024, 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 |
|---|---|---|---|---|
| NUPIX (Neuberger Berman US Equity Index PutWrit) |
-0.33%
Mar 2017 – Mar 2020 |
3.66%
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 |
|---|---|---|---|---|
| NUPIX (Neuberger Berman US Equity Index PutWrit) |
14.24%
Dec 2018 – Dec 2021 |
9.56%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart