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NHINX vs. NLSIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NHINX vs. NLSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman High Income Bond Fund (NHINX) and Neuberger Berman Long Short Fund (NLSIX). The values are adjusted to include any dividend payments, if applicable.

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NHINX vs. NLSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NHINX
Neuberger Berman High Income Bond Fund
-1.82%8.39%7.94%9.92%-13.02%4.42%6.27%13.90%-2.63%5.09%
NLSIX
Neuberger Berman Long Short Fund
-3.63%7.20%7.47%13.10%-6.85%9.01%15.27%17.11%-6.92%13.39%

Returns By Period

In the year-to-date period, NHINX achieves a -1.82% return, which is significantly higher than NLSIX's -3.63% return. Over the past 10 years, NHINX has underperformed NLSIX with an annualized return of 4.64%, while NLSIX has yielded a comparatively higher 6.37% annualized return.


NHINX

1D
0.13%
1M
-2.59%
YTD
-1.82%
6M
-0.51%
1Y
5.52%
3Y*
7.11%
5Y*
2.60%
10Y*
4.64%

NLSIX

1D
0.00%
1M
-2.86%
YTD
-3.63%
6M
-3.20%
1Y
3.47%
3Y*
6.40%
5Y*
4.72%
10Y*
6.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NHINX vs. NLSIX - Expense Ratio Comparison

NHINX has a 0.85% expense ratio, which is lower than NLSIX's 1.28% expense ratio.


Return for Risk

NHINX vs. NLSIX — Risk / Return Rank

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

NHINX
NHINX Risk / Return Rank: 8383
Overall Rank
NHINX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
NHINX Sortino Ratio Rank: 8787
Sortino Ratio Rank
NHINX Omega Ratio Rank: 8787
Omega Ratio Rank
NHINX Calmar Ratio Rank: 7878
Calmar Ratio Rank
NHINX Martin Ratio Rank: 7878
Martin Ratio Rank

NLSIX
NLSIX Risk / Return Rank: 2222
Overall Rank
NLSIX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
NLSIX Sortino Ratio Rank: 2222
Sortino Ratio Rank
NLSIX Omega Ratio Rank: 2121
Omega Ratio Rank
NLSIX Calmar Ratio Rank: 2121
Calmar Ratio Rank
NLSIX Martin Ratio Rank: 2222
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.

NHINX vs. NLSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman High Income Bond Fund (NHINX) and Neuberger Berman Long Short Fund (NLSIX). 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.


NHINXNLSIXDifference

Sharpe ratio

Return per unit of total volatility

1.64

0.57

+1.07

Sortino ratio

Return per unit of downside risk

2.32

0.87

+1.45

Omega ratio

Gain probability vs. loss probability

1.37

1.12

+0.25

Calmar ratio

Return relative to maximum drawdown

1.83

0.63

+1.20

Martin ratio

Return relative to average drawdown

7.60

2.31

+5.29

NHINX vs. NLSIX - Sharpe Ratio Comparison

The current NHINX Sharpe Ratio is 1.64, which is higher than the NLSIX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of NHINX and NLSIX, 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


NHINXNLSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.64

0.57

+1.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.72

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.88

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

1.10

0.91

+0.20

Correlation

The correlation between NHINX and NLSIX is 0.43, 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. NLSIX - Dividend Comparison

NHINX's dividend yield for the trailing twelve months is around 6.03%, more than NLSIX's 0.05% yield.


TTM20252024202320222021202020192018201720162015
NHINX
Neuberger Berman High Income Bond Fund
6.03%6.43%6.80%5.38%4.37%4.67%4.73%5.22%5.63%5.00%5.33%6.38%
NLSIX
Neuberger Berman Long Short Fund
0.05%0.05%0.02%0.97%7.01%1.13%2.15%2.39%5.91%0.00%0.00%0.01%

Drawdowns

NHINX vs. NLSIX - Drawdown Comparison

The maximum NHINX drawdown since its inception was -29.47%, which is greater than NLSIX's maximum drawdown of -14.75%. Use the drawdown chart below to compare losses from any high point for NHINX and NLSIX.


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Drawdown Indicators


NHINXNLSIXDifference

Max Drawdown

Largest peak-to-trough decline

-29.47%

-14.75%

-14.72%

Max Drawdown (1Y)

Largest decline over 1 year

-3.03%

-4.39%

+1.36%

Max Drawdown (5Y)

Largest decline over 5 years

-16.38%

-10.79%

-5.59%

Max Drawdown (10Y)

Largest decline over 10 years

-22.85%

-14.75%

-8.10%

Current Drawdown

Current decline from peak

-2.59%

-4.39%

+1.80%

Average Drawdown

Average peak-to-trough decline

-3.77%

-2.03%

-1.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.73%

1.19%

-0.46%

Volatility

NHINX vs. NLSIX - Volatility Comparison

The current volatility for Neuberger Berman High Income Bond Fund (NHINX) is 1.31%, while Neuberger Berman Long Short Fund (NLSIX) has a volatility of 1.89%. This indicates that NHINX experiences smaller price fluctuations and is considered to be less risky than NLSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NHINXNLSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

1.89%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

2.33%

3.40%

-1.07%

Volatility (1Y)

Calculated over the trailing 1-year period

3.76%

6.34%

-2.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.19%

6.63%

-1.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.90%

7.29%

-1.39%