NCRLX vs. QDIBX
Compare and contrast key facts about Neuberger Berman Core Bond Fund (NCRLX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX).
NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995. QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019.
Performance
NCRLX vs. QDIBX - Performance Comparison
Loading graphics...
NCRLX vs. QDIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
NCRLX Neuberger Berman Core Bond Fund | -0.49% | 7.24% | 1.90% | 5.69% | -14.36% | -1.07% | 9.50% | -0.01% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | -0.22% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
Returns By Period
In the year-to-date period, NCRLX achieves a -0.49% return, which is significantly lower than QDIBX's -0.22% return.
NCRLX
- 1D
- 0.57%
- 1M
- -2.33%
- YTD
- -0.49%
- 6M
- 0.29%
- 1Y
- 3.94%
- 3Y*
- 3.58%
- 5Y*
- 0.01%
- 10Y*
- 1.86%
QDIBX
- 1D
- 0.45%
- 1M
- -1.98%
- YTD
- -0.22%
- 6M
- 1.00%
- 1Y
- 4.31%
- 3Y*
- 4.20%
- 5Y*
- 0.43%
- 10Y*
- —
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. QDIBX - Expense Ratio Comparison
NCRLX has a 0.39% expense ratio, which is higher than QDIBX's 0.03% expense ratio.
Return for Risk
NCRLX vs. QDIBX — Risk / Return Rank
NCRLX
QDIBX
NCRLX vs. QDIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Core Bond Fund (NCRLX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX). 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 | QDIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.03 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.51 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.00 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.20 | 5.89 | -0.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NCRLX | QDIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.03 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.07 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.16 | +0.32 |
Correlation
The correlation between NCRLX and QDIBX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NCRLX vs. QDIBX - Dividend Comparison
NCRLX's dividend yield for the trailing twelve months is around 4.35%, more than QDIBX's 3.51% 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% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.51% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NCRLX vs. QDIBX - Drawdown Comparison
The maximum NCRLX drawdown since its inception was -19.21%, roughly equal to the maximum QDIBX drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for NCRLX and QDIBX.
Loading graphics...
Drawdown Indicators
| NCRLX | QDIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.21% | -19.63% | +0.42% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -2.58% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -19.63% | +0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -19.21% | — | — |
Current DrawdownCurrent decline from peak | -2.80% | -1.98% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -6.52% | +2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.87% | +0.08% |
Volatility
NCRLX vs. QDIBX - Volatility Comparison
Neuberger Berman Core Bond Fund (NCRLX) has a higher volatility of 1.61% compared to Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) at 1.51%. This indicates that NCRLX's price experiences larger fluctuations and is considered to be riskier than QDIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NCRLX | QDIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.51% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.66% | 2.54% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 4.32% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 6.58% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 6.32% | -1.34% |