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Neuberger Berman Short Duration Bond Fund (NSBIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US64128K8190

CUSIP

64128K819

Inception Date

Jun 9, 1986

Min. Investment

$2,000

Asset Class

Bond

Expense Ratio

NSBIX has an expense ratio of 0.57%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

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Performance

Performance Chart


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S&P 500

Returns By Period


NSBIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of NSBIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.88%-0.13%0.59%-0.23%0.42%0.00%0.00%1.54%
20231.65%-0.76%0.98%0.56%-0.30%0.00%0.70%0.29%-0.14%0.01%1.60%1.44%6.17%
2022-0.99%-0.69%-1.20%-1.08%-0.18%-1.55%1.24%-0.53%-1.76%0.09%1.22%0.35%-5.01%
20210.34%0.10%0.23%0.41%0.24%0.01%0.01%-0.01%0.13%-0.30%-0.28%0.06%0.93%
20200.66%0.38%-6.89%2.46%2.52%1.42%0.88%0.52%-0.02%-0.04%1.14%0.74%3.51%
20190.59%0.07%0.58%0.34%0.45%0.45%0.06%0.62%0.13%0.26%0.13%0.26%4.01%
2018-0.26%-0.25%0.03%0.03%0.30%0.04%0.04%0.43%-0.08%0.05%0.18%0.59%1.11%
20170.10%0.10%0.10%0.23%0.11%-0.03%0.23%0.12%-0.13%0.01%-0.24%0.13%0.74%
20160.47%0.09%0.34%0.09%-0.15%0.48%0.10%-0.14%-0.04%-0.03%-0.41%-0.03%0.79%
20150.34%-0.04%0.21%-0.04%0.09%-0.15%-0.02%-0.03%0.22%-0.06%-0.06%-0.18%0.28%
20140.25%0.12%-0.14%0.11%0.23%-0.04%-0.04%0.09%-0.16%0.09%0.09%-0.15%0.45%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, NSBIX is among the top 14% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NSBIX is 8686
Overall Rank
The Sharpe Ratio Rank of NSBIX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of NSBIX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of NSBIX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of NSBIX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of NSBIX is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Neuberger Berman Short Duration Bond Fund (NSBIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There isn't enough data available to calculate the Sharpe ratio for Neuberger Berman Short Duration Bond Fund. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Neuberger Berman Short Duration Bond Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.402014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.00$0.35$0.25$0.23$0.23$0.21$0.15$0.11$0.09$0.08$0.10

Dividend yield

0.00%4.95%3.50%3.03%2.87%2.63%2.00%1.39%1.18%1.05%1.22%

Monthly Dividends

The table displays the monthly dividend distributions for Neuberger Berman Short Duration Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.03$0.03$0.03$0.03$0.00$0.00$0.00$0.13
2023$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.35
2022$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.02$0.25
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.23
2020$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.23
2019$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.21
2018$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.02$0.15
2017$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.11
2016$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.09
2015$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.08
2014$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Neuberger Berman Short Duration Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Neuberger Berman Short Duration Bond Fund was 22.52%, occurring on Nov 20, 2008. Recovery took 1545 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.52%Jan 24, 2008210Nov 20, 20081545Jan 14, 20151755
-10.45%Mar 6, 202013Mar 24, 2020110Aug 28, 2020123
-7.72%Oct 4, 2021265Oct 20, 2022297Dec 27, 2023562
-4.85%Feb 14, 20032Feb 18, 20038Feb 28, 200310
-3.56%Nov 9, 19998Nov 18, 199912Dec 6, 199920
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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