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.
Performance
NCRLX vs. SCHR - Performance Comparison
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NCRLX vs. SCHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NCRLX Neuberger Berman Core Bond Fund | -0.49% | 7.24% | 1.90% | 5.69% | -14.36% | -1.07% | 9.50% | 9.43% | -1.06% | 3.95% |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | -0.04% | 7.33% | 1.42% | 4.27% | -10.58% | -2.62% | 7.72% | 6.18% | 1.46% | 1.59% |
Returns By Period
In the year-to-date period, NCRLX achieves a -0.49% return, which is significantly lower than SCHR's -0.04% return. Over the past 10 years, NCRLX has outperformed SCHR with an annualized return of 1.86%, while SCHR has yielded a comparatively lower 1.32% annualized 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%
SCHR
- 1D
- 0.20%
- 1M
- -1.64%
- YTD
- -0.04%
- 6M
- 1.03%
- 1Y
- 4.13%
- 3Y*
- 3.30%
- 5Y*
- 0.32%
- 10Y*
- 1.32%
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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.
Return for Risk
NCRLX vs. SCHR — Risk / Return Rank
NCRLX
SCHR
NCRLX vs. SCHR - Risk-Adjusted Trends 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.
| NCRLX | SCHR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.08 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.64 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.81 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.20 | 5.65 | -0.46 |
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 | SCHR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.08 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.06 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.30 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.45 | +0.04 |
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.
Dividends
NCRLX vs. SCHR - Dividend Comparison
NCRLX's dividend yield for the trailing twelve months is around 4.35%, more than SCHR's 3.86% 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% |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | 3.86% | 3.85% | 3.77% | 3.16% | 2.02% | 1.00% | 1.62% | 2.31% | 2.11% | 1.65% | 1.45% | 1.56% |
Drawdowns
NCRLX vs. SCHR - Drawdown Comparison
The maximum NCRLX drawdown since its inception was -19.21%, 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.
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Drawdown Indicators
| NCRLX | SCHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.21% | -16.11% | -3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -2.39% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -15.07% | -4.14% |
Max Drawdown (10Y)Largest decline over 10 years | -19.21% | -16.11% | -3.10% |
Current DrawdownCurrent decline from peak | -2.80% | -1.98% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -3.66% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.77% | +0.18% |
Volatility
NCRLX vs. SCHR - Volatility Comparison
Neuberger Berman Core Bond Fund (NCRLX) has a higher volatility of 1.61% compared to Schwab Intermediate-Term U.S. Treasury ETF (SCHR) at 1.35%. 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.
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Volatility by Period
| NCRLX | SCHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.35% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.66% | 2.32% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 3.85% | +0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 5.36% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 4.47% | +0.51% |