NHINX vs. NPRTX
Compare and contrast key facts about Neuberger Berman High Income Bond Fund (NHINX) and Neuberger Berman Large Cap Value Fund (NPRTX).
NHINX is managed by Neuberger Berman. It was launched on Jan 31, 1992. NPRTX is managed by Neuberger Berman. It was launched on Jan 20, 1975.
Performance
NHINX vs. NPRTX - Performance Comparison
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NHINX vs. NPRTX - 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% |
NPRTX Neuberger Berman Large Cap Value Fund | 6.41% | 20.69% | 10.92% | -1.76% | -1.25% | 28.12% | 14.44% | 23.96% | -1.23% | 13.45% |
Returns By Period
In the year-to-date period, NHINX achieves a -1.17% return, which is significantly lower than NPRTX's 6.41% return. Over the past 10 years, NHINX has underperformed NPRTX with an annualized return of 4.71%, while NPRTX has yielded a comparatively higher 13.26% 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%
NPRTX
- 1D
- 2.21%
- 1M
- -4.13%
- YTD
- 6.41%
- 6M
- 12.77%
- 1Y
- 24.08%
- 3Y*
- 12.12%
- 5Y*
- 8.20%
- 10Y*
- 13.26%
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NHINX vs. NPRTX - Expense Ratio Comparison
NHINX has a 0.85% expense ratio, which is higher than NPRTX's 0.79% expense ratio.
Return for Risk
NHINX vs. NPRTX — Risk / Return Rank
NHINX
NPRTX
NHINX vs. NPRTX - 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 Large Cap Value Fund (NPRTX). 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 | NPRTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.59 | +0.07 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.16 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.33 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.15 | -0.05 |
Martin ratioReturn relative to average drawdown | 8.63 | 9.67 | -1.03 |
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 | NPRTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.59 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.58 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.75 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.44 | +0.67 |
Correlation
The correlation between NHINX and NPRTX is 0.27, 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
NHINX vs. NPRTX - Dividend Comparison
NHINX's dividend yield for the trailing twelve months is around 5.99%, which matches NPRTX's 6.04% 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% |
NPRTX Neuberger Berman Large Cap Value Fund | 6.04% | 6.42% | 2.19% | 2.45% | 1.56% | 5.04% | 1.60% | 3.87% | 14.44% | 8.55% | 3.58% | 9.80% |
Drawdowns
NHINX vs. NPRTX - Drawdown Comparison
The maximum NHINX drawdown since its inception was -29.47%, smaller than the maximum NPRTX drawdown of -66.25%. Use the drawdown chart below to compare losses from any high point for NHINX and NPRTX.
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Drawdown Indicators
| NHINX | NPRTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.47% | -66.25% | +36.78% |
Max Drawdown (1Y)Largest decline over 1 year | -3.03% | -10.98% | +7.95% |
Max Drawdown (5Y)Largest decline over 5 years | -16.38% | -19.82% | +3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -22.85% | -39.01% | +16.16% |
Current DrawdownCurrent decline from peak | -1.94% | -4.35% | +2.41% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -9.29% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 2.46% | -1.72% |
Volatility
NHINX vs. NPRTX - Volatility Comparison
The current volatility for Neuberger Berman High Income Bond Fund (NHINX) is 1.53%, while Neuberger Berman Large Cap Value Fund (NPRTX) has a volatility of 4.55%. This indicates that NHINX experiences smaller price fluctuations and is considered to be less risky than NPRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NHINX | NPRTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 4.55% | -3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 8.92% | -6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.81% | 14.96% | -11.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.19% | 14.14% | -8.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.90% | 17.64% | -11.74% |