Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNBWX (Neuberger Berman California Intermediate Municipal Fund Inc) | NA | -5.26% | -6.22% | -0.99% | 0.68% | 1.48% | 0.52% | … | … |
Data as of 11/27/2023, Common starting date is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNBWX (Neuberger Berman California Intermediate Municipal Fund Inc) | 12/30/2002 | 11/27/2023 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | -5.26 | -6.22 | -0.99 | 0.68 | 1.48 | 0.52 | … | … | -7.39 | -18.27 | 2.66 | 3.94 | 9.85 | 0.16 | 4.94 | -5.04 | 0.23 | 14.94 | -4.25 | 2.58 | 5.49 | 0.69 | 13.93 | -12.71 | -2.22 | 0.34 | -1.00 | 1.90 | 1.24 | 0.41 |
| Sharpe Ratio | NA | -2.06 | -1.71 | -0.44 | -0.12 | NA | NA | … | … | -2.12 | -2.69 | 1.09 | 0.27 | 3.57 | -0.50 | 1.50 | -1.43 | 0.07 | 5.25 | -0.89 | 0.90 | 1.81 | 0.18 | 3.31 | -1.87 | -1.88 | -0.93 | -0.80 | 0.16 | 0.08 | NA |
| Standard Deviation(%) | NA | 5.82 | 5.54 | 7.56 | 5.75 | NA | NA | … | … | 5.90 | 7.34 | 2.41 | 13.64 | 2.37 | 2.31 | 2.89 | 3.67 | 3.08 | 2.84 | 4.80 | 2.81 | 3.02 | 3.28 | 4.18 | 7.25 | 2.79 | 3.16 | 3.94 | 6.15 | 6.93 | 0.00 |
| Draw Down(%) | NA | 12.56 | 25.54 | 25.54 | 25.54 | NA | NA | … | … | 12.56 | 23.46 | 2.97 | 20.68 | 2.02 | 3.30 | 3.01 | 10.19 | 4.97 | 2.04 | 10.33 | 2.79 | 2.19 | 6.02 | 3.22 | 19.10 | 4.55 | 4.00 | 5.07 | 10.70 | 11.51 | 0.00 |
| Yield(%) | 0.00 | 3.06 | 3.15 | 3.47 | 2.91 | 2.56 | 1.71 | … | … | 2.35 | 3.48 | 3.46 | 3.47 | 3.38 | 3.68 | 1.73 | 0.00 | 0.44 | 5.72 | 5.20 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/27/2023, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNBWX (Neuberger Berman California Intermediate Municipal Fund Inc) |
-5.69%
Oct 2019 – Oct 2022 |
-2.88%
Dec 2003 – Dec 2008 |
0.05%
Oct 2012 – Oct 2022 |
0.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNBWX (Neuberger Berman California Intermediate Municipal Fund Inc) |
7.37%
Aug 2013 – Aug 2016 |
4.27%
Jan 2011 – Jan 2016 |
3.40%
Jan 2011 – Jan 2021 |
2.30%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart