NMUIX vs. NGUAX
Compare and contrast key facts about Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) and Neuberger Berman Guardian Fund (NGUAX).
NMUIX is managed by Neuberger Berman. It was launched on Jul 8, 1987. NGUAX is managed by Neuberger Berman. It was launched on Jun 1, 1950.
Performance
NMUIX vs. NGUAX - Performance Comparison
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NMUIX vs. NGUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMUIX Neuberger Berman Municipal Intermediate Bond Fund | -0.34% | 5.31% | 2.19% | 5.14% | -9.87% | 1.46% | 3.82% | 6.76% | 0.94% | 3.93% |
NGUAX Neuberger Berman Guardian Fund | -11.52% | 14.38% | 23.80% | 35.98% | -24.47% | 27.43% | 34.56% | 36.69% | -7.16% | 25.28% |
Returns By Period
In the year-to-date period, NMUIX achieves a -0.34% return, which is significantly higher than NGUAX's -11.52% return. Over the past 10 years, NMUIX has underperformed NGUAX with an annualized return of 1.68%, while NGUAX has yielded a comparatively higher 14.11% annualized return.
NMUIX
- 1D
- 0.09%
- 1M
- -2.31%
- YTD
- -0.34%
- 6M
- 0.83%
- 1Y
- 4.06%
- 3Y*
- 3.25%
- 5Y*
- 0.64%
- 10Y*
- 1.68%
NGUAX
- 1D
- -0.30%
- 1M
- -7.63%
- YTD
- -11.52%
- 6M
- -11.20%
- 1Y
- 10.27%
- 3Y*
- 14.62%
- 5Y*
- 9.51%
- 10Y*
- 14.11%
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NMUIX vs. NGUAX - Expense Ratio Comparison
NMUIX has a 0.45% expense ratio, which is lower than NGUAX's 0.82% expense ratio.
Return for Risk
NMUIX vs. NGUAX — Risk / Return Rank
NMUIX
NGUAX
NMUIX vs. NGUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) and Neuberger Berman Guardian Fund (NGUAX). 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.
| NMUIX | NGUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.53 | +0.84 |
Sortino ratioReturn per unit of downside risk | 1.87 | 0.92 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.13 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.50 | +0.87 |
Martin ratioReturn relative to average drawdown | 5.57 | 1.74 | +3.83 |
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
| NMUIX | NGUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.53 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.53 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.24 | 0.04 | +1.20 |
Correlation
The correlation between NMUIX and NGUAX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NMUIX vs. NGUAX - Dividend Comparison
NMUIX's dividend yield for the trailing twelve months is around 2.87%, less than NGUAX's 14.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMUIX Neuberger Berman Municipal Intermediate Bond Fund | 2.87% | 3.75% | 3.17% | 2.03% | 1.58% | 2.37% | 2.32% | 2.80% | 2.38% | 2.31% | 2.65% | 2.54% |
NGUAX Neuberger Berman Guardian Fund | 14.04% | 12.43% | 6.01% | 4.30% | 6.62% | 10.92% | 7.60% | 6.21% | 11.21% | 6.87% | 13.11% | 12.82% |
Drawdowns
NMUIX vs. NGUAX - Drawdown Comparison
The maximum NMUIX drawdown since its inception was -13.85%, smaller than the maximum NGUAX drawdown of -78.07%. Use the drawdown chart below to compare losses from any high point for NMUIX and NGUAX.
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Drawdown Indicators
| NMUIX | NGUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.85% | -78.07% | +64.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -14.16% | +10.70% |
Max Drawdown (5Y)Largest decline over 5 years | -13.85% | -28.43% | +14.58% |
Max Drawdown (10Y)Largest decline over 10 years | -13.85% | -31.99% | +18.14% |
Current DrawdownCurrent decline from peak | -2.31% | -14.16% | +11.85% |
Average DrawdownAverage peak-to-trough decline | -1.63% | -31.98% | +30.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 4.09% | -3.24% |
Volatility
NMUIX vs. NGUAX - Volatility Comparison
The current volatility for Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) is 0.95%, while Neuberger Berman Guardian Fund (NGUAX) has a volatility of 4.85%. This indicates that NMUIX experiences smaller price fluctuations and is considered to be less risky than NGUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMUIX | NGUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 4.85% | -3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 1.45% | 10.00% | -8.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.56% | 19.57% | -16.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.15% | 18.16% | -15.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.41% | 18.20% | -14.79% |