NCRLX vs. FTRBX
Compare and contrast key facts about Neuberger Berman Core Bond Fund (NCRLX) and Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX).
NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995. FTRBX is managed by Federated. It was launched on Oct 1, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NCRLX or FTRBX.
Correlation
The correlation between NCRLX and FTRBX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
NCRLX vs. FTRBX - Performance Comparison
Loading data...
Key characteristics
NCRLX:
0.92
FTRBX:
0.97
NCRLX:
1.37
FTRBX:
1.57
NCRLX:
1.16
FTRBX:
1.18
NCRLX:
0.39
FTRBX:
0.45
NCRLX:
2.34
FTRBX:
2.66
NCRLX:
2.08%
FTRBX:
2.03%
NCRLX:
5.36%
FTRBX:
5.19%
NCRLX:
-19.44%
FTRBX:
-18.05%
NCRLX:
-7.44%
FTRBX:
-6.79%
Returns By Period
The year-to-date returns for both investments are quite close, with NCRLX having a 1.50% return and FTRBX slightly higher at 1.51%. Over the past 10 years, NCRLX has underperformed FTRBX with an annualized return of 1.51%, while FTRBX has yielded a comparatively higher 1.84% annualized return.
NCRLX
1.50%
0.69%
0.77%
5.12%
-0.33%
1.51%
FTRBX
1.51%
0.64%
0.81%
5.40%
-0.09%
1.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NCRLX vs. FTRBX - Expense Ratio Comparison
Both NCRLX and FTRBX have an expense ratio of 0.39%.
Risk-Adjusted Performance
NCRLX vs. FTRBX — Risk-Adjusted Performance Rank
NCRLX
FTRBX
NCRLX vs. FTRBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Core Bond Fund (NCRLX) and Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX). 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.
Loading data...
Dividends
NCRLX vs. FTRBX - Dividend Comparison
NCRLX's dividend yield for the trailing twelve months is around 4.34%, more than FTRBX's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NCRLX Neuberger Berman Core Bond Fund | 4.34% | 4.76% | 4.27% | 3.52% | 2.48% | 3.09% | 3.37% | 3.01% | 2.58% | 2.80% | 2.82% | 2.68% |
FTRBX Federated Hermes Total Return Bond Fund Institutional Shares | 4.11% | 4.47% | 3.84% | 3.24% | 2.87% | 2.78% | 3.39% | 3.49% | 3.21% | 3.47% | 3.52% | 3.75% |
Drawdowns
NCRLX vs. FTRBX - Drawdown Comparison
The maximum NCRLX drawdown since its inception was -19.44%, which is greater than FTRBX's maximum drawdown of -18.05%. Use the drawdown chart below to compare losses from any high point for NCRLX and FTRBX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
NCRLX vs. FTRBX - Volatility Comparison
Neuberger Berman Core Bond Fund (NCRLX) and Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) have volatilities of 1.58% and 1.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...