Correlation
The correlation between NERIX and TOTL is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
NERIX vs. TOTL
Compare and contrast key facts about Neuberger Berman Emerging Markets Debt Fund (NERIX) and SPDR DoubleLine Total Return Tactical ETF (TOTL).
NERIX is managed by Neuberger Berman. It was launched on Sep 26, 2013. TOTL is an actively managed fund by State Street. It was launched on Feb 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NERIX or TOTL.
Performance
NERIX vs. TOTL - Performance Comparison
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Key characteristics
NERIX:
1.85
TOTL:
1.36
NERIX:
2.63
TOTL:
1.95
NERIX:
1.32
TOTL:
1.24
NERIX:
0.92
TOTL:
0.72
NERIX:
4.54
TOTL:
3.20
NERIX:
1.94%
TOTL:
2.05%
NERIX:
5.05%
TOTL:
4.89%
NERIX:
-26.34%
TOTL:
-16.48%
NERIX:
-0.72%
TOTL:
-2.72%
Returns By Period
In the year-to-date period, NERIX achieves a 5.59% return, which is significantly higher than TOTL's 2.59% return. Over the past 10 years, NERIX has outperformed TOTL with an annualized return of 2.52%, while TOTL has yielded a comparatively lower 1.46% annualized return.
NERIX
5.59%
0.87%
4.15%
9.30%
5.85%
2.26%
2.52%
TOTL
2.59%
-0.87%
1.09%
6.60%
2.35%
-0.13%
1.46%
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NERIX vs. TOTL - Expense Ratio Comparison
NERIX has a 0.81% expense ratio, which is higher than TOTL's 0.55% expense ratio.
Risk-Adjusted Performance
NERIX vs. TOTL — Risk-Adjusted Performance Rank
NERIX
TOTL
NERIX vs. TOTL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Emerging Markets Debt Fund (NERIX) and SPDR DoubleLine Total Return Tactical ETF (TOTL). 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.
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Dividends
NERIX vs. TOTL - Dividend Comparison
NERIX's dividend yield for the trailing twelve months is around 6.46%, more than TOTL's 5.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NERIX Neuberger Berman Emerging Markets Debt Fund | 6.46% | 6.51% | 5.68% | 5.18% | 4.27% | 4.05% | 4.99% | 5.59% | 5.18% | 5.87% | 5.92% | 5.57% |
TOTL SPDR DoubleLine Total Return Tactical ETF | 5.31% | 5.35% | 4.85% | 4.68% | 3.07% | 2.91% | 3.31% | 3.41% | 3.00% | 3.25% | 2.67% | 0.00% |
Drawdowns
NERIX vs. TOTL - Drawdown Comparison
The maximum NERIX drawdown since its inception was -26.34%, which is greater than TOTL's maximum drawdown of -16.48%. Use the drawdown chart below to compare losses from any high point for NERIX and TOTL.
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Volatility
NERIX vs. TOTL - Volatility Comparison
The current volatility for Neuberger Berman Emerging Markets Debt Fund (NERIX) is 0.87%, while SPDR DoubleLine Total Return Tactical ETF (TOTL) has a volatility of 1.26%. This indicates that NERIX experiences smaller price fluctuations and is considered to be less risky than TOTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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