NBIIX vs. COST
Compare and contrast key facts about Neuberger Berman International Equity Fund (NBIIX) and Costco Wholesale Corporation (COST).
NBIIX is managed by Neuberger Berman. It was launched on Jun 16, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBIIX or COST.
Key characteristics
| NBIIX | COST | |
|---|---|---|
| YTD Return | 11.91% | 35.82% |
| 1Y Return | 23.62% | 62.77% |
| 3Y Return (Ann) | 0.51% | 26.64% |
| 5Y Return (Ann) | 7.69% | 27.79% |
| 10Y Return (Ann) | 5.91% | 24.23% |
| Sharpe Ratio | 1.81 | 3.23 |
| Daily Std Dev | 12.91% | 19.60% |
| Max Drawdown | -57.47% | -70.95% |
| Current Drawdown | -3.07% | -2.56% |
Correlation
The correlation between NBIIX and COST is 0.39, 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
NBIIX vs. COST - Performance Comparison
In the year-to-date period, NBIIX achieves a 11.91% return, which is significantly lower than COST's 35.82% return. Over the past 10 years, NBIIX has underperformed COST with an annualized return of 5.91%, while COST has yielded a comparatively higher 24.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NBIIX vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman International Equity Fund (NBIIX) and Costco Wholesale Corporation (COST). 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.
Dividends
NBIIX vs. COST - Dividend Comparison
NBIIX's dividend yield for the trailing twelve months is around 2.27%, more than COST's 2.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBIIX Neuberger Berman International Equity Fund | 2.27% | 2.54% | 5.40% | 11.99% | 4.84% | 2.72% | 1.43% | 0.95% | 1.44% | 1.28% | 1.85% | 1.79% |
COST Costco Wholesale Corporation | 2.17% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
NBIIX vs. COST - Drawdown Comparison
The maximum NBIIX drawdown since its inception was -57.47%, smaller than the maximum COST drawdown of -70.95%. Use the drawdown chart below to compare losses from any high point for NBIIX and COST. For additional features, visit the drawdowns tool.
Volatility
NBIIX vs. COST - Volatility Comparison
The current volatility for Neuberger Berman International Equity Fund (NBIIX) is 3.97%, while Costco Wholesale Corporation (COST) has a volatility of 5.42%. This indicates that NBIIX experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.