PortfoliosLab logo
NMANX vs. NOIEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NMANX and NOIEX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.8

Performance

NMANX vs. NOIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Mid Cap Growth Fund (NMANX) and Northern Income Equity Fund (NOIEX). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
158.55%
1,694.46%
NMANX
NOIEX

Key characteristics

Sharpe Ratio

NMANX:

-0.12

NOIEX:

0.56

Sortino Ratio

NMANX:

0.02

NOIEX:

0.90

Omega Ratio

NMANX:

1.00

NOIEX:

1.13

Calmar Ratio

NMANX:

-0.08

NOIEX:

0.57

Martin Ratio

NMANX:

-0.25

NOIEX:

2.47

Ulcer Index

NMANX:

11.93%

NOIEX:

4.17%

Daily Std Dev

NMANX:

26.26%

NOIEX:

18.35%

Max Drawdown

NMANX:

-82.03%

NOIEX:

-45.66%

Current Drawdown

NMANX:

-28.45%

NOIEX:

-9.87%

Returns By Period

In the year-to-date period, NMANX achieves a -6.40% return, which is significantly lower than NOIEX's -5.38% return. Over the past 10 years, NMANX has underperformed NOIEX with an annualized return of 1.68%, while NOIEX has yielded a comparatively higher 10.65% annualized return.


NMANX

YTD

-6.40%

1M

2.71%

6M

-12.37%

1Y

-3.22%

5Y*

3.47%

10Y*

1.68%

NOIEX

YTD

-5.38%

1M

-2.16%

6M

-4.71%

1Y

10.22%

5Y*

15.14%

10Y*

10.65%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NMANX vs. NOIEX - Expense Ratio Comparison

NMANX has a 0.83% expense ratio, which is higher than NOIEX's 0.49% expense ratio.


Expense ratio chart for NMANX: current value is 0.83%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
NMANX: 0.83%
Expense ratio chart for NOIEX: current value is 0.49%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
NOIEX: 0.49%

Risk-Adjusted Performance

NMANX vs. NOIEX — Risk-Adjusted Performance Rank

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

NMANX
The Risk-Adjusted Performance Rank of NMANX is 1818
Overall Rank
The Sharpe Ratio Rank of NMANX is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of NMANX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of NMANX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of NMANX is 1717
Calmar Ratio Rank
The Martin Ratio Rank of NMANX is 1818
Martin Ratio Rank

NOIEX
The Risk-Adjusted Performance Rank of NOIEX is 6464
Overall Rank
The Sharpe Ratio Rank of NOIEX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of NOIEX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of NOIEX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of NOIEX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of NOIEX is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NMANX vs. NOIEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund (NMANX) and Northern Income Equity Fund (NOIEX). 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.


The chart of Sharpe ratio for NMANX, currently valued at -0.12, compared to the broader market-1.000.001.002.003.00
NMANX: -0.12
NOIEX: 0.56
The chart of Sortino ratio for NMANX, currently valued at 0.02, compared to the broader market-2.000.002.004.006.008.00
NMANX: 0.02
NOIEX: 0.90
The chart of Omega ratio for NMANX, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.00
NMANX: 1.00
NOIEX: 1.13
The chart of Calmar ratio for NMANX, currently valued at -0.08, compared to the broader market0.002.004.006.008.0010.00
NMANX: -0.08
NOIEX: 0.57
The chart of Martin ratio for NMANX, currently valued at -0.25, compared to the broader market0.0010.0020.0030.0040.0050.00
NMANX: -0.25
NOIEX: 2.47

The current NMANX Sharpe Ratio is -0.12, which is lower than the NOIEX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of NMANX and NOIEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.12
0.56
NMANX
NOIEX

Dividends

NMANX vs. NOIEX - Dividend Comparison

NMANX has not paid dividends to shareholders, while NOIEX's dividend yield for the trailing twelve months is around 6.35%.


TTM20242023202220212020201920182017201620152014
NMANX
Neuberger Berman Mid Cap Growth Fund
0.00%0.00%3.19%4.87%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NOIEX
Northern Income Equity Fund
6.35%6.11%7.03%5.41%14.43%7.67%8.58%15.73%7.56%3.02%5.57%35.65%

Drawdowns

NMANX vs. NOIEX - Drawdown Comparison

The maximum NMANX drawdown since its inception was -82.03%, which is greater than NOIEX's maximum drawdown of -45.66%. Use the drawdown chart below to compare losses from any high point for NMANX and NOIEX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.45%
-9.87%
NMANX
NOIEX

Volatility

NMANX vs. NOIEX - Volatility Comparison

Neuberger Berman Mid Cap Growth Fund (NMANX) and Northern Income Equity Fund (NOIEX) have volatilities of 13.99% and 13.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.99%
13.71%
NMANX
NOIEX