NCRLX vs. NINLX
Compare and contrast key facts about Neuberger Berman Core Bond Fund (NCRLX) and Neuberger Berman Intrinsic Value Fund (NINLX).
NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995. NINLX is managed by Neuberger Berman. It was launched on May 10, 2010.
Performance
NCRLX vs. NINLX - Performance Comparison
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NCRLX vs. NINLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NCRLX Neuberger Berman Core Bond Fund | -0.38% | 7.24% | 1.90% | 5.69% | -14.36% | -1.07% | 9.50% | 9.43% | -1.06% | 3.95% |
NINLX Neuberger Berman Intrinsic Value Fund | 2.49% | 18.20% | 7.62% | 13.89% | -20.22% | 26.42% | 27.14% | 24.92% | -10.56% | 16.81% |
Returns By Period
In the year-to-date period, NCRLX achieves a -0.38% return, which is significantly lower than NINLX's 2.49% return. Over the past 10 years, NCRLX has underperformed NINLX with an annualized return of 1.87%, while NINLX has yielded a comparatively higher 10.79% annualized return.
NCRLX
- 1D
- 0.11%
- 1M
- -1.78%
- YTD
- -0.38%
- 6M
- 0.18%
- 1Y
- 3.82%
- 3Y*
- 3.62%
- 5Y*
- -0.04%
- 10Y*
- 1.87%
NINLX
- 1D
- 3.38%
- 1M
- -5.22%
- YTD
- 2.49%
- 6M
- 6.48%
- 1Y
- 33.80%
- 3Y*
- 12.16%
- 5Y*
- 5.00%
- 10Y*
- 10.79%
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NCRLX vs. NINLX - Expense Ratio Comparison
NCRLX has a 0.39% expense ratio, which is lower than NINLX's 1.01% expense ratio.
Return for Risk
NCRLX vs. NINLX — Risk / Return Rank
NCRLX
NINLX
NCRLX vs. NINLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Core Bond Fund (NCRLX) and Neuberger Berman Intrinsic Value Fund (NINLX). 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.
| NCRLX | NINLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.37 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.94 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.00 | -0.20 |
Martin ratioReturn relative to average drawdown | 5.39 | 8.15 | -2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NCRLX | NINLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.37 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.23 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.47 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.45 | +0.04 |
Correlation
The correlation between NCRLX and NINLX is -0.12. 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.
Dividends
NCRLX vs. NINLX - Dividend Comparison
NCRLX's dividend yield for the trailing twelve months is around 4.35%, more than NINLX's 4.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NCRLX Neuberger Berman Core Bond Fund | 4.35% | 4.68% | 4.76% | 3.90% | 2.63% | 2.47% | 4.76% | 3.37% | 3.00% | 2.80% | 3.37% | 3.15% |
NINLX Neuberger Berman Intrinsic Value Fund | 4.15% | 4.25% | 0.92% | 0.25% | 3.76% | 6.40% | 1.62% | 2.85% | 14.51% | 5.19% | 1.42% | 5.22% |
Drawdowns
NCRLX vs. NINLX - Drawdown Comparison
The maximum NCRLX drawdown since its inception was -19.21%, smaller than the maximum NINLX drawdown of -59.95%. Use the drawdown chart below to compare losses from any high point for NCRLX and NINLX.
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Drawdown Indicators
| NCRLX | NINLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.21% | -59.95% | +40.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -15.46% | +12.58% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -28.71% | +9.50% |
Max Drawdown (10Y)Largest decline over 10 years | -19.21% | -44.43% | +25.22% |
Current DrawdownCurrent decline from peak | -2.69% | -6.31% | +3.62% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -9.96% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 3.78% | -2.82% |
Volatility
NCRLX vs. NINLX - Volatility Comparison
The current volatility for Neuberger Berman Core Bond Fund (NCRLX) is 1.58%, while Neuberger Berman Intrinsic Value Fund (NINLX) has a volatility of 8.18%. This indicates that NCRLX experiences smaller price fluctuations and is considered to be less risky than NINLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NCRLX | NINLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 8.18% | -6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 16.01% | -13.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.42% | 25.22% | -20.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 21.79% | -15.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 23.04% | -18.06% |