NHINX vs. NEFZX
Compare and contrast key facts about Neuberger Berman High Income Bond Fund (NHINX) and Loomis Sayles Strategic Income Fund (NEFZX).
NHINX is managed by Neuberger Berman. It was launched on Jan 31, 1992. NEFZX is managed by Natixis. It was launched on Apr 30, 1995.
Performance
NHINX vs. NEFZX - Performance Comparison
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NHINX vs. NEFZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NHINX Neuberger Berman High Income Bond Fund | -1.17% | 8.39% | 7.94% | 9.92% | -13.02% | 4.42% | 6.27% | 13.90% | -2.63% | 5.09% |
NEFZX Loomis Sayles Strategic Income Fund | -1.60% | 8.92% | 7.05% | 8.02% | -12.82% | 3.85% | 1.15% | 10.84% | -3.00% | 7.22% |
Returns By Period
In the year-to-date period, NHINX achieves a -1.17% return, which is significantly higher than NEFZX's -1.60% return. Over the past 10 years, NHINX has outperformed NEFZX with an annualized return of 4.71%, while NEFZX has yielded a comparatively lower 3.38% annualized return.
NHINX
- 1D
- 0.66%
- 1M
- -1.82%
- YTD
- -1.17%
- 6M
- 0.15%
- 1Y
- 6.08%
- 3Y*
- 7.34%
- 5Y*
- 2.68%
- 10Y*
- 4.71%
NEFZX
- 1D
- 0.66%
- 1M
- -3.00%
- YTD
- -1.60%
- 6M
- -0.82%
- 1Y
- 4.89%
- 3Y*
- 6.45%
- 5Y*
- 2.31%
- 10Y*
- 3.38%
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NHINX vs. NEFZX - Expense Ratio Comparison
NHINX has a 0.85% expense ratio, which is lower than NEFZX's 0.95% expense ratio.
Return for Risk
NHINX vs. NEFZX — Risk / Return Rank
NHINX
NEFZX
NHINX vs. NEFZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman High Income Bond Fund (NHINX) and Loomis Sayles Strategic Income Fund (NEFZX). 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.
| NHINX | NEFZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.22 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.36 | 1.63 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.25 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.45 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.63 | 6.52 | +2.11 |
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
| NHINX | NEFZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.22 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.44 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.66 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 1.12 | -0.01 |
Correlation
The correlation between NHINX and NEFZX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NHINX vs. NEFZX - Dividend Comparison
NHINX's dividend yield for the trailing twelve months is around 5.99%, more than NEFZX's 3.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHINX Neuberger Berman High Income Bond Fund | 5.99% | 6.43% | 6.80% | 5.38% | 4.37% | 4.67% | 4.73% | 5.22% | 5.63% | 5.00% | 5.33% | 6.38% |
NEFZX Loomis Sayles Strategic Income Fund | 3.76% | 3.83% | 5.60% | 5.37% | 6.34% | 2.64% | 4.20% | 3.51% | 4.28% | 4.06% | 4.76% | 10.22% |
Drawdowns
NHINX vs. NEFZX - Drawdown Comparison
The maximum NHINX drawdown since its inception was -29.47%, smaller than the maximum NEFZX drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for NHINX and NEFZX.
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Drawdown Indicators
| NHINX | NEFZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.47% | -32.07% | +2.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.03% | -4.17% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -16.38% | -17.19% | +0.81% |
Max Drawdown (10Y)Largest decline over 10 years | -22.85% | -17.21% | -5.64% |
Current DrawdownCurrent decline from peak | -1.94% | -3.30% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -3.37% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 0.93% | -0.19% |
Volatility
NHINX vs. NEFZX - Volatility Comparison
The current volatility for Neuberger Berman High Income Bond Fund (NHINX) is 1.53%, while Loomis Sayles Strategic Income Fund (NEFZX) has a volatility of 2.05%. This indicates that NHINX experiences smaller price fluctuations and is considered to be less risky than NEFZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NHINX | NEFZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 2.05% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.93% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.81% | 5.10% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.19% | 5.51% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.90% | 5.26% | +0.64% |