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CPMPX vs. NHS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CPMPX vs. NHS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Changing Parameters Fund (CPMPX) and Neuberger Berman High Yield Strategies Fund (NHS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CPMPX achieves a 0.85% return, which is significantly higher than NHS's -10.96% return. Over the past 10 years, CPMPX has underperformed NHS with an annualized return of 4.05%, while NHS has yielded a comparatively higher 4.94% annualized return.


CPMPX

1D
0.09%
1M
-0.28%
6M
0.47%
YTD
0.85%
1Y
3.83%
3Y*
2.84%
5Y*
2.22%
10Y*
4.05%
ALL TIME*
3.40%

NHS

1D
-0.50%
1M
-1.95%
6M
-13.90%
YTD
-10.96%
1Y
-4.46%
3Y*
6.46%
5Y*
-1.45%
10Y*
4.94%
ALL TIME*
6.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$1.10M$992.56K$1.32M

CPMPX vs. NHS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CPMPX
Changing Parameters Fund
0.85%6.65%-3.47%8.13%-0.22%3.86%13.43%6.82%-1.19%5.29%
NHS
Neuberger Berman High Yield Strategies Fund
-10.96%14.81%11.04%6.12%-22.99%15.78%4.57%39.03%-11.45%8.64%

Correlation

The correlation between CPMPX and NHS is 0.38, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.38

Correlation (3Y)
Balances recent behavior with more history.

0.28

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.27

Correlation (10Y)
Provides a long-term view across more market conditions.

0.30

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2010

0.29

The correlation between CPMPX and NHS shifts across timeframes, from 0.27 (5 years) to 0.38 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

CPMPX vs. NHS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CPMPX
CPMPX Risk / Return Rank: 8080
Overall Rank
CPMPX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
CPMPX Sortino Ratio Rank: 8383
Sortino Ratio Rank
CPMPX Omega Ratio Rank: 8787
Omega Ratio Rank
CPMPX Calmar Ratio Rank: 8484
Calmar Ratio Rank
CPMPX Martin Ratio Rank: 6060
Martin Ratio Rank

NHS
NHS Risk / Return Rank: 22
Overall Rank
NHS Sharpe Ratio Rank: 22
Sharpe Ratio Rank
NHS Sortino Ratio Rank: 11
Sortino Ratio Rank
NHS Omega Ratio Rank: 22
Omega Ratio Rank
NHS Calmar Ratio Rank: 22
Calmar Ratio Rank
NHS Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CPMPX vs. NHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Changing Parameters Fund (CPMPX) and Neuberger Berman High Yield Strategies Fund (NHS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CPMPXNHSDifference
Sharpe ratioReturn per unit of total volatility

+2.41

Sortino ratioReturn per unit of downside risk

+3.39

Omega ratioGain probability vs. loss probability

1.45

0.94

+0.51

Calmar ratioReturn relative to maximum drawdown

2.87

-0.29

+3.16

Martin ratioReturn relative to average drawdown

7.80

-0.54

+8.34

CPMPX vs. NHS - Sharpe Ratio Comparison

The current CPMPX Sharpe Ratio is 2.03, which is higher than the NHS Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of CPMPX and NHS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CPMPX vs. NHS - Drawdown Comparison

The maximum CPMPX drawdown since its inception was -8.87%, smaller than the maximum NHS drawdown of -64.67%. Use the drawdown chart below to compare losses from any high point for CPMPX and NHS.


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Drawdown Indicators


CPMPXNHSDifference

Max Drawdown

Largest peak-to-trough decline

-8.87%

-64.67%

+55.80%

Max Drawdown (1Y)

Largest decline over 1 year

-1.31%

-17.01%

+15.70%

Max Drawdown (3Y)

Largest decline over 3 years

-8.13%

-17.01%

+8.88%

Max Drawdown (5Y)

Largest decline over 5 years

-8.13%

-37.43%

+29.30%

Max Drawdown (10Y)

Largest decline over 10 years

-8.13%

-42.97%

+34.84%

Current Drawdown

Current decline from peak

-1.09%

-16.34%

+15.25%

Average Drawdown

Average peak-to-trough decline

-1.86%

-8.90%

+7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

9.05%

-8.57%

Volatility

CPMPX vs. NHS - Volatility Comparison

The current volatility for Changing Parameters Fund (CPMPX) is 0.48%, while Neuberger Berman High Yield Strategies Fund (NHS) has a volatility of 2.54%. This indicates that CPMPX experiences smaller price fluctuations and is considered to be less risky than NHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPMPXNHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.48%

2.54%

-2.06%

Volatility (6M)

Calculated over the trailing 6-month period

1.32%

9.64%

-8.32%

Volatility (1Y)

Calculated over the trailing 1-year period

1.85%

12.91%

-11.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.84%

16.09%

-12.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.11%

16.69%

-13.58%

CPMPX vs. NHS - Expense Ratio Comparison

CPMPX has a 2.90% expense ratio, which is lower than NHS's 4.14% expense ratio.


Dividends

CPMPX vs. NHS - Dividend Comparison

CPMPX's dividend yield for the trailing twelve months is around 3.80%, less than NHS's 18.04% yield.


PositionTTM20252024202320222021202020192018201720162015
CPMPX
Changing Parameters Fund
3.80%3.83%0.00%4.26%5.03%4.24%6.94%2.85%1.71%3.32%2.25%1.51%
NHS
Neuberger Berman High Yield Strategies Fund
18.04%14.60%14.50%13.94%12.75%8.74%9.29%7.99%8.37%7.59%8.23%9.81%

Frequently Asked Questions


CPMPX and NHS have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NHS has higher volatility (2.54%) compared to CPMPX (0.48%). In terms of maximum drawdown, CPMPX dropped -8.87% vs NHS's -64.67%.

CPMPX currently has the higher Sharpe Ratio (2.03 vs -0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CPMPX and NHS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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