NCRLX vs. SCHR
Compare and contrast key facts about Neuberger Berman Core Bond Fund (NCRLX) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR).
NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995. SCHR is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (3-10 Y). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NCRLX or SCHR.
Correlation
The correlation between NCRLX and SCHR is 0.84, 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.
Performance
NCRLX vs. SCHR - Performance Comparison
Key characteristics
NCRLX:
0.96
SCHR:
1.26
NCRLX:
1.41
SCHR:
1.90
NCRLX:
1.17
SCHR:
1.23
NCRLX:
0.37
SCHR:
0.69
NCRLX:
2.42
SCHR:
2.95
NCRLX:
2.09%
SCHR:
1.96%
NCRLX:
5.29%
SCHR:
4.59%
NCRLX:
-19.44%
SCHR:
-14.93%
NCRLX:
-7.62%
SCHR:
-2.24%
Returns By Period
In the year-to-date period, NCRLX achieves a 1.31% return, which is significantly higher than SCHR's 1.20% return. Over the past 10 years, NCRLX has underperformed SCHR with an annualized return of 1.40%, while SCHR has yielded a comparatively higher 2.28% annualized return.
NCRLX
1.31%
1.66%
-0.54%
5.05%
-0.33%
1.40%
SCHR
1.20%
1.32%
-0.59%
5.81%
0.83%
2.28%
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NCRLX vs. SCHR - Expense Ratio Comparison
NCRLX has a 0.39% expense ratio, which is higher than SCHR's 0.05% expense ratio.
Risk-Adjusted Performance
NCRLX vs. SCHR — Risk-Adjusted Performance Rank
NCRLX
SCHR
NCRLX vs. SCHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Core Bond Fund (NCRLX) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR). 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
NCRLX vs. SCHR - Dividend Comparison
NCRLX's dividend yield for the trailing twelve months is around 4.70%, less than SCHR's 5.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NCRLX Neuberger Berman Core Bond Fund | 4.70% | 4.76% | 4.27% | 3.52% | 2.48% | 3.09% | 3.37% | 3.01% | 2.58% | 2.80% | 2.82% | 2.68% |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | 5.34% | 5.64% | 4.24% | 3.00% | 1.24% | 2.27% | 3.07% | 3.42% | 2.61% | 2.29% | 2.49% | 2.27% |
Drawdowns
NCRLX vs. SCHR - Drawdown Comparison
The maximum NCRLX drawdown since its inception was -19.44%, which is greater than SCHR's maximum drawdown of -14.93%. Use the drawdown chart below to compare losses from any high point for NCRLX and SCHR. For additional features, visit the drawdowns tool.
Volatility
NCRLX vs. SCHR - Volatility Comparison
Neuberger Berman Core Bond Fund (NCRLX) has a higher volatility of 1.41% compared to Schwab Intermediate-Term U.S. Treasury ETF (SCHR) at 1.13%. This indicates that NCRLX's price experiences larger fluctuations and is considered to be riskier than SCHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.