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NEMIX vs. NML
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NEMIX vs. NML - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Emerging Markets Equity Fund (NEMIX) and Neuberger Berman MLP (NML). The values are adjusted to include any dividend payments, if applicable.

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NEMIX vs. NML - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NEMIX
Neuberger Berman Emerging Markets Equity Fund
0.94%35.31%12.87%4.68%-23.86%-3.32%13.31%18.98%-17.32%41.62%
NML
Neuberger Berman MLP
25.95%4.36%40.55%14.61%32.75%61.76%-45.84%10.60%-23.02%7.07%

Returns By Period

In the year-to-date period, NEMIX achieves a 0.94% return, which is significantly lower than NML's 25.95% return. Over the past 10 years, NEMIX has underperformed NML with an annualized return of 7.16%, while NML has yielded a comparatively higher 12.90% annualized return.


NEMIX

1D
-0.82%
1M
-10.77%
YTD
0.94%
6M
4.39%
1Y
32.20%
3Y*
16.09%
5Y*
2.73%
10Y*
7.16%

NML

1D
-0.19%
1M
3.44%
YTD
25.95%
6M
25.36%
1Y
26.49%
3Y*
27.91%
5Y*
28.84%
10Y*
12.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NEMIX vs. NML - Expense Ratio Comparison

NEMIX has a 1.23% expense ratio, which is lower than NML's 2.72% expense ratio.


Return for Risk

NEMIX vs. NML — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NEMIX
NEMIX Risk / Return Rank: 9090
Overall Rank
NEMIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
NEMIX Sortino Ratio Rank: 9191
Sortino Ratio Rank
NEMIX Omega Ratio Rank: 8989
Omega Ratio Rank
NEMIX Calmar Ratio Rank: 9191
Calmar Ratio Rank
NEMIX Martin Ratio Rank: 8686
Martin Ratio Rank

NML
NML Risk / Return Rank: 6767
Overall Rank
NML Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
NML Sortino Ratio Rank: 6464
Sortino Ratio Rank
NML Omega Ratio Rank: 6767
Omega Ratio Rank
NML Calmar Ratio Rank: 7373
Calmar Ratio Rank
NML Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NEMIX vs. NML - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Emerging Markets Equity Fund (NEMIX) and Neuberger Berman MLP (NML). 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.


NEMIXNMLDifference

Sharpe ratio

Return per unit of total volatility

2.05

1.22

+0.83

Sortino ratio

Return per unit of downside risk

2.67

1.60

+1.07

Omega ratio

Gain probability vs. loss probability

1.39

1.25

+0.14

Calmar ratio

Return relative to maximum drawdown

2.58

1.66

+0.92

Martin ratio

Return relative to average drawdown

9.01

5.64

+3.37

NEMIX vs. NML - Sharpe Ratio Comparison

The current NEMIX Sharpe Ratio is 2.05, which is higher than the NML Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of NEMIX and NML, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NEMIXNMLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

1.22

+0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

1.21

-1.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.37

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.08

+0.29

Correlation

The correlation between NEMIX and NML is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

NEMIX vs. NML - Dividend Comparison

NEMIX's dividend yield for the trailing twelve months is around 0.02%, less than NML's 6.67% yield.


TTM20252024202320222021202020192018201720162015
NEMIX
Neuberger Berman Emerging Markets Equity Fund
0.02%0.02%0.14%1.34%0.44%1.06%0.36%1.80%1.00%0.63%0.52%0.69%
NML
Neuberger Berman MLP
6.67%8.24%7.94%10.19%4.26%3.54%8.33%9.76%9.87%7.04%8.63%15.44%

Drawdowns

NEMIX vs. NML - Drawdown Comparison

The maximum NEMIX drawdown since its inception was -41.28%, smaller than the maximum NML drawdown of -90.48%. Use the drawdown chart below to compare losses from any high point for NEMIX and NML.


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Drawdown Indicators


NEMIXNMLDifference

Max Drawdown

Largest peak-to-trough decline

-41.28%

-90.48%

+49.20%

Max Drawdown (1Y)

Largest decline over 1 year

-11.66%

-15.72%

+4.06%

Max Drawdown (5Y)

Largest decline over 5 years

-38.67%

-21.40%

-17.27%

Max Drawdown (10Y)

Largest decline over 10 years

-41.28%

-84.84%

+43.56%

Current Drawdown

Current decline from peak

-11.66%

-0.66%

-11.00%

Average Drawdown

Average peak-to-trough decline

-14.25%

-37.54%

+23.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

4.62%

-1.28%

Volatility

NEMIX vs. NML - Volatility Comparison

Neuberger Berman Emerging Markets Equity Fund (NEMIX) has a higher volatility of 5.85% compared to Neuberger Berman MLP (NML) at 4.14%. This indicates that NEMIX's price experiences larger fluctuations and is considered to be riskier than NML based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NEMIXNMLDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.85%

4.14%

+1.71%

Volatility (6M)

Calculated over the trailing 6-month period

11.03%

12.52%

-1.49%

Volatility (1Y)

Calculated over the trailing 1-year period

15.60%

21.79%

-6.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.74%

23.88%

-8.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.72%

35.35%

-18.63%