NCRLX vs. SCHR

In the year-to-date period, NCRLX achieves a 1.50% return, which is significantly lower than SCHR's 3.18% return. Over the past 10 years, NCRLX has outperformed SCHR with an annualized return of 1.51%, while SCHR has yielded a comparatively lower 1.33% annualized return.

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NCRLX has a 0.39% expense ratio, which is higher than SCHR's 0.05% expense ratio.

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.

The current NCRLX Sharpe Ratio is 0.92, which is lower than the SCHR Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of NCRLX and SCHR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NCRLX's dividend yield for the trailing twelve months is around 4.34%, more than SCHR's 3.79% yield.

The maximum NCRLX drawdown since its inception was -19.44%, which is greater than SCHR's maximum drawdown of -16.11%. Use the drawdown chart below to compare losses from any high point for NCRLX and SCHR. For additional features, visit the drawdowns tool.

Neuberger Berman Core Bond Fund (NCRLX) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR) have volatilities of 1.58% and 1.58%, 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.