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NBIIX vs. NLSIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NBIIX vs. NLSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman International Equity Fund (NBIIX) and Neuberger Berman Long Short Fund (NLSIX). The values are adjusted to include any dividend payments, if applicable.

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NBIIX vs. NLSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NBIIX
Neuberger Berman International Equity Fund
-6.74%13.56%5.34%14.28%-22.00%13.85%13.89%27.89%-16.45%27.16%
NLSIX
Neuberger Berman Long Short Fund
-3.63%7.20%7.47%13.10%-6.85%9.01%15.27%17.11%-6.92%13.39%

Returns By Period

In the year-to-date period, NBIIX achieves a -6.74% return, which is significantly lower than NLSIX's -3.63% return. Over the past 10 years, NBIIX has underperformed NLSIX with an annualized return of 5.79%, while NLSIX has yielded a comparatively higher 6.37% annualized return.


NBIIX

1D
0.15%
1M
-13.32%
YTD
-6.74%
6M
-10.33%
1Y
-0.00%
3Y*
6.02%
5Y*
2.16%
10Y*
5.79%

NLSIX

1D
0.00%
1M
-2.86%
YTD
-3.63%
6M
-3.20%
1Y
3.47%
3Y*
6.40%
5Y*
4.72%
10Y*
6.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NBIIX vs. NLSIX - Expense Ratio Comparison

NBIIX has a 0.87% expense ratio, which is lower than NLSIX's 1.28% expense ratio.


Return for Risk

NBIIX vs. NLSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NBIIX
NBIIX Risk / Return Rank: 44
Overall Rank
NBIIX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
NBIIX Sortino Ratio Rank: 44
Sortino Ratio Rank
NBIIX Omega Ratio Rank: 44
Omega Ratio Rank
NBIIX Calmar Ratio Rank: 44
Calmar Ratio Rank
NBIIX Martin Ratio Rank: 33
Martin Ratio Rank

NLSIX
NLSIX Risk / Return Rank: 2222
Overall Rank
NLSIX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
NLSIX Sortino Ratio Rank: 2222
Sortino Ratio Rank
NLSIX Omega Ratio Rank: 2121
Omega Ratio Rank
NLSIX Calmar Ratio Rank: 2121
Calmar Ratio Rank
NLSIX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NBIIX vs. NLSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman International Equity Fund (NBIIX) and Neuberger Berman Long Short Fund (NLSIX). 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.


NBIIXNLSIXDifference

Sharpe ratio

Return per unit of total volatility

-0.06

0.57

-0.63

Sortino ratio

Return per unit of downside risk

0.05

0.87

-0.82

Omega ratio

Gain probability vs. loss probability

1.01

1.12

-0.11

Calmar ratio

Return relative to maximum drawdown

-0.22

0.63

-0.85

Martin ratio

Return relative to average drawdown

-0.72

2.31

-3.03

NBIIX vs. NLSIX - Sharpe Ratio Comparison

The current NBIIX Sharpe Ratio is -0.06, which is lower than the NLSIX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of NBIIX and NLSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NBIIXNLSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.06

0.57

-0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.72

-0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.88

-0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.91

-0.63

Correlation

The correlation between NBIIX and NLSIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

NBIIX vs. NLSIX - Dividend Comparison

NBIIX has not paid dividends to shareholders, while NLSIX's dividend yield for the trailing twelve months is around 0.05%.


TTM20252024202320222021202020192018201720162015
NBIIX
Neuberger Berman International Equity Fund
0.00%0.00%4.56%2.54%5.40%11.99%4.84%2.72%1.43%0.95%1.44%1.28%
NLSIX
Neuberger Berman Long Short Fund
0.05%0.05%0.02%0.97%7.01%1.13%2.15%2.39%5.91%0.00%0.00%0.01%

Drawdowns

NBIIX vs. NLSIX - Drawdown Comparison

The maximum NBIIX drawdown since its inception was -61.08%, which is greater than NLSIX's maximum drawdown of -14.75%. Use the drawdown chart below to compare losses from any high point for NBIIX and NLSIX.


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Drawdown Indicators


NBIIXNLSIXDifference

Max Drawdown

Largest peak-to-trough decline

-61.08%

-14.75%

-46.33%

Max Drawdown (1Y)

Largest decline over 1 year

-14.36%

-4.39%

-9.97%

Max Drawdown (5Y)

Largest decline over 5 years

-35.20%

-10.79%

-24.41%

Max Drawdown (10Y)

Largest decline over 10 years

-35.20%

-14.75%

-20.45%

Current Drawdown

Current decline from peak

-14.10%

-4.39%

-9.71%

Average Drawdown

Average peak-to-trough decline

-13.19%

-2.03%

-11.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.35%

1.19%

+3.16%

Volatility

NBIIX vs. NLSIX - Volatility Comparison

Neuberger Berman International Equity Fund (NBIIX) has a higher volatility of 7.08% compared to Neuberger Berman Long Short Fund (NLSIX) at 1.89%. This indicates that NBIIX's price experiences larger fluctuations and is considered to be riskier than NLSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NBIIXNLSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.08%

1.89%

+5.19%

Volatility (6M)

Calculated over the trailing 6-month period

14.80%

3.40%

+11.40%

Volatility (1Y)

Calculated over the trailing 1-year period

19.92%

6.34%

+13.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.28%

6.63%

+10.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.13%

7.29%

+9.84%