NMUIX vs. GILHX
Compare and contrast key facts about Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) and Guggenheim Limited Duration Fund (GILHX).
NMUIX is managed by Neuberger Berman. It was launched on Jul 8, 1987. GILHX is managed by Guggenheim. It was launched on Dec 16, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMUIX or GILHX.
Key characteristics
| NMUIX | GILHX | |
|---|---|---|
| YTD Return | 1.72% | 5.27% |
| 1Y Return | 6.61% | 8.39% |
| 3Y Return (Ann) | -1.03% | 2.44% |
| 5Y Return (Ann) | 0.51% | 2.84% |
| 10Y Return (Ann) | 1.42% | 2.74% |
| Sharpe Ratio | 2.29 | 3.62 |
| Sortino Ratio | 3.53 | 6.73 |
| Omega Ratio | 1.53 | 1.91 |
| Calmar Ratio | 0.68 | 7.09 |
| Martin Ratio | 8.68 | 26.74 |
| Ulcer Index | 0.77% | 0.30% |
| Daily Std Dev | 2.92% | 2.24% |
| Max Drawdown | -13.92% | -7.82% |
| Current Drawdown | -3.88% | -0.44% |
Correlation
The correlation between NMUIX and GILHX is 0.42, 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.
Performance
NMUIX vs. GILHX - Performance Comparison
In the year-to-date period, NMUIX achieves a 1.72% return, which is significantly lower than GILHX's 5.27% return. Over the past 10 years, NMUIX has underperformed GILHX with an annualized return of 1.42%, while GILHX has yielded a comparatively higher 2.74% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NMUIX vs. GILHX - Expense Ratio Comparison
NMUIX has a 0.45% expense ratio, which is lower than GILHX's 0.49% expense ratio.
Risk-Adjusted Performance
NMUIX vs. GILHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) and Guggenheim Limited Duration Fund (GILHX). 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.
Dividends
NMUIX vs. GILHX - Dividend Comparison
NMUIX's dividend yield for the trailing twelve months is around 2.68%, less than GILHX's 4.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMUIX Neuberger Berman Municipal Intermediate Bond Fund | 2.68% | 2.45% | 2.11% | 1.78% | 1.95% | 2.44% | 2.39% | 1.98% | 1.98% | 2.21% | 2.25% | 2.28% |
GILHX Guggenheim Limited Duration Fund | 4.54% | 4.31% | 2.67% | 1.69% | 1.97% | 2.51% | 2.41% | 2.55% | 3.05% | 3.54% | 1.93% | 0.00% |
Drawdowns
NMUIX vs. GILHX - Drawdown Comparison
The maximum NMUIX drawdown since its inception was -13.92%, which is greater than GILHX's maximum drawdown of -7.82%. Use the drawdown chart below to compare losses from any high point for NMUIX and GILHX. For additional features, visit the drawdowns tool.
Volatility
NMUIX vs. GILHX - Volatility Comparison
Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) has a higher volatility of 1.45% compared to Guggenheim Limited Duration Fund (GILHX) at 0.49%. This indicates that NMUIX's price experiences larger fluctuations and is considered to be riskier than GILHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.