NINLX vs. NHINX
Compare and contrast key facts about Neuberger Berman Intrinsic Value Fund (NINLX) and Neuberger Berman High Income Bond Fund (NHINX).
NINLX is managed by Neuberger Berman. It was launched on May 10, 2010. NHINX is managed by Neuberger Berman. It was launched on Jan 31, 1992.
Performance
NINLX vs. NHINX - Performance Comparison
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NINLX vs. NHINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NINLX Neuberger Berman Intrinsic Value Fund | 2.49% | 18.20% | 7.62% | 13.89% | -20.22% | 26.42% | 27.14% | 24.92% | -10.56% | 16.81% |
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% |
Returns By Period
In the year-to-date period, NINLX achieves a 2.49% return, which is significantly higher than NHINX's -1.17% return. Over the past 10 years, NINLX has outperformed NHINX with an annualized return of 10.79%, while NHINX has yielded a comparatively lower 4.71% annualized return.
NINLX
- 1D
- 3.38%
- 1M
- -5.22%
- YTD
- 2.49%
- 6M
- 6.48%
- 1Y
- 33.80%
- 3Y*
- 12.16%
- 5Y*
- 5.00%
- 10Y*
- 10.79%
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%
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NINLX vs. NHINX - Expense Ratio Comparison
NINLX has a 1.01% expense ratio, which is higher than NHINX's 0.85% expense ratio.
Return for Risk
NINLX vs. NHINX — Risk / Return Rank
NINLX
NHINX
NINLX vs. NHINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Intrinsic Value Fund (NINLX) and Neuberger Berman High Income Bond Fund (NHINX). 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.
| NINLX | NHINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.66 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.94 | 2.36 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.38 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 2.11 | -0.11 |
Martin ratioReturn relative to average drawdown | 8.15 | 8.63 | -0.48 |
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
| NINLX | NHINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.66 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.52 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.80 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.11 | -0.66 |
Correlation
The correlation between NINLX and NHINX is 0.33, 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
NINLX vs. NHINX - Dividend Comparison
NINLX's dividend yield for the trailing twelve months is around 4.15%, less than NHINX's 5.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NINLX Neuberger Berman Intrinsic Value Fund | 4.15% | 4.25% | 0.92% | 0.25% | 3.76% | 6.40% | 1.62% | 2.85% | 14.51% | 5.19% | 1.42% | 5.22% |
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% |
Drawdowns
NINLX vs. NHINX - Drawdown Comparison
The maximum NINLX drawdown since its inception was -59.95%, which is greater than NHINX's maximum drawdown of -29.47%. Use the drawdown chart below to compare losses from any high point for NINLX and NHINX.
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Drawdown Indicators
| NINLX | NHINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.95% | -29.47% | -30.48% |
Max Drawdown (1Y)Largest decline over 1 year | -15.46% | -3.03% | -12.43% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -16.38% | -12.33% |
Max Drawdown (10Y)Largest decline over 10 years | -44.43% | -22.85% | -21.58% |
Current DrawdownCurrent decline from peak | -6.31% | -1.94% | -4.37% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -3.77% | -6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 0.74% | +3.04% |
Volatility
NINLX vs. NHINX - Volatility Comparison
Neuberger Berman Intrinsic Value Fund (NINLX) has a higher volatility of 8.18% compared to Neuberger Berman High Income Bond Fund (NHINX) at 1.53%. This indicates that NINLX's price experiences larger fluctuations and is considered to be riskier than NHINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NINLX | NHINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 1.53% | +6.65% |
Volatility (6M)Calculated over the trailing 6-month period | 16.01% | 2.42% | +13.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.22% | 3.81% | +21.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.79% | 5.19% | +16.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.04% | 5.90% | +17.14% |