NINLX vs. NHS
NINLX (Neuberger Berman Intrinsic Value Fund) and NHS (Neuberger Berman High Yield Strategies Fund) are both mutual funds - NINLX is a Small Cap Blend Equities fund managed by Neuberger Berman, while NHS is a High Yield Bonds fund actively managed by Neuberger Berman. Over the past 10 years, NINLX returned 12.01%/yr vs 4.94%/yr for NHS. Their 0.37 correlation means their historical movements had little consistent relationship. NINLX charges 1.01%/yr vs 4.14%/yr for NHS.
Performance
NINLX vs. NHS - Performance Comparison
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Returns By Period
In the year-to-date period, NINLX achieves a 19.29% return, which is significantly higher than NHS's -10.96% return. Over the past 10 years, NINLX has outperformed NHS with an annualized return of 12.01%, while NHS has yielded a comparatively lower 4.94% annualized return.
NINLX
- 1D
- 1.96%
- 1M
- -3.44%
- 6M
- 11.58%
- YTD
- 19.29%
- 1Y
- 44.96%
- 3Y*
- 15.12%
- 5Y*
- 7.41%
- 10Y*
- 12.01%
- ALL TIME*
- 10.72%
NHS
- 1D
- -0.50%
- 1M
- -1.95%
- 6M
- -13.90%
- YTD
- -10.96%
- 1Y
- -4.46%
- 3Y*
- 6.46%
- 5Y*
- -1.45%
- 10Y*
- 4.94%
- ALL TIME*
- 6.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.10M | $992.56K | $1.32M | |
| $0.00 | $0.00 | $0.00 |
NINLX vs. NHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NINLX Neuberger Berman Intrinsic Value Fund | 19.29% | 18.20% | 7.62% | 13.89% | -20.22% | 26.42% | 27.14% | 24.92% | -10.56% | 16.81% |
NHS Neuberger Berman High Yield Strategies Fund | -10.96% | 14.81% | 11.04% | 6.12% | -22.99% | 15.78% | 4.57% | 39.03% | -11.45% | 8.64% |
Correlation
The correlation between NINLX and NHS is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 2003 | 0.37 |
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Return for Risk
NINLX vs. NHS — Risk / Return Rank
NINLX
NHS
NINLX vs. NHS - 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 Yield Strategies Fund (NHS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NINLX | NHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.29 | ||
| Sortino ratioReturn per unit of downside risk | +3.05 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.94 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 4.37 | -0.29 | +4.65 |
| Martin ratioReturn relative to average drawdown | 14.02 | -0.54 | +14.56 |
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Drawdowns
NINLX vs. NHS - Drawdown Comparison
The maximum NINLX drawdown since its inception was -59.95%, smaller than the maximum NHS drawdown of -64.67%. Use the drawdown chart below to compare losses from any high point for NINLX and NHS.
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Drawdown Indicators
| NINLX | NHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.95% | -64.67% | +4.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -17.01% | +7.62% |
Max Drawdown (3Y)Largest decline over 3 years | -26.46% | -17.01% | -9.45% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -37.43% | +8.72% |
Max Drawdown (10Y)Largest decline over 10 years | -44.43% | -42.97% | -1.46% |
Current DrawdownCurrent decline from peak | -6.23% | -16.34% | +10.11% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -8.90% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 9.05% | -6.13% |
Volatility
NINLX vs. NHS - Volatility Comparison
Neuberger Berman Intrinsic Value Fund (NINLX) has a higher volatility of 5.30% compared to Neuberger Berman High Yield Strategies Fund (NHS) at 2.54%. This indicates that NINLX's price experiences larger fluctuations and is considered to be riskier than NHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NINLX | NHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 2.54% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 15.57% | 9.64% | +5.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 12.91% | +8.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 16.09% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.09% | 16.69% | +6.40% |
NINLX vs. NHS - Expense Ratio Comparison
NINLX has a 1.01% expense ratio, which is lower than NHS's 4.14% expense ratio.
Dividends
NINLX vs. NHS - Dividend Comparison
NINLX's dividend yield for the trailing twelve months is around 3.57%, less than NHS's 18.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHS Neuberger Berman High Yield Strategies Fund | 18.04% | 14.60% | 14.50% | 13.94% | 12.75% | 8.74% | 9.29% | 7.99% | 8.37% | 7.59% | 8.23% | 9.81% |
NINLX Neuberger Berman Intrinsic Value Fund | 3.57% | 4.25% | 0.92% | 0.25% | 3.76% | 6.40% | 1.62% | 2.85% | 14.51% | 5.19% | 1.42% | 5.22% |
Frequently Asked Questions
NINLX and NHS have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NINLX has higher volatility (5.30%) compared to NHS (2.54%). In terms of maximum drawdown, NINLX dropped -59.95% vs NHS's -64.67%.
NINLX currently has the higher Sharpe Ratio (1.91 vs -0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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