PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BERY vs. NBO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


BERYNBO

Fundamentals


BERYNBO
Market Cap$6.84B$43.06M
EPS$4.60-$0.32
PEG Ratio1.190.00
Revenue (TTM)$12.46B$3.97M
Gross Profit (TTM)$2.31B$4.11M

Correlation

0.06
-1.001.00

The correlation between BERY and NBO is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BERY vs. NBO - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%OctoberNovemberDecember2024FebruaryMarch
308.22%
-13.39%
BERY
NBO

Compare stocks, funds, or ETFs


Berry Global Group, Inc.

Neuberger Berman New York Municipal Fund, Inc.

Risk-Adjusted Performance

BERY vs. NBO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Global Group, Inc. (BERY) and Neuberger Berman New York Municipal Fund, Inc. (NBO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BERY
Berry Global Group, Inc.
0.30
NBO
Neuberger Berman New York Municipal Fund, Inc.
-1.07

BERY vs. NBO - Sharpe Ratio Comparison

The current BERY Sharpe Ratio is 0.30, which is higher than the NBO Sharpe Ratio of -1.07. The chart below compares the 12-month rolling Sharpe Ratio of BERY and NBO.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00OctoberNovemberDecember2024FebruaryMarch
0.30
-1.07
BERY
NBO

Dividends

BERY vs. NBO - Dividend Comparison

BERY's dividend yield for the trailing twelve months is around 1.74%, while NBO has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BERY
Berry Global Group, Inc.
1.74%1.52%0.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NBO
Neuberger Berman New York Municipal Fund, Inc.
2.00%2.75%5.00%3.66%3.83%3.79%4.36%4.35%4.82%4.96%5.69%5.90%

Drawdowns

BERY vs. NBO - Drawdown Comparison


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%OctoberNovemberDecember2024FebruaryMarch
-16.07%
-31.76%
BERY
NBO

Volatility

BERY vs. NBO - Volatility Comparison

Berry Global Group, Inc. (BERY) has a higher volatility of 5.61% compared to Neuberger Berman New York Municipal Fund, Inc. (NBO) at 0.00%. This indicates that BERY's price experiences larger fluctuations and is considered to be riskier than NBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%OctoberNovemberDecember2024FebruaryMarch
5.61%
0
BERY
NBO