PortfoliosLab logoPortfoliosLab logo
NMUIX vs. NPRTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NMUIX vs. NPRTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) and Neuberger Berman Large Cap Value Fund (NPRTX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

NMUIX vs. NPRTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
NPRTX
Neuberger Berman Large Cap Value Fund
4.11%20.69%10.92%-1.76%-1.25%28.12%14.44%23.96%-1.23%13.45%

Returns By Period

In the year-to-date period, NMUIX achieves a -0.34% return, which is significantly lower than NPRTX's 4.11% return. Over the past 10 years, NMUIX has underperformed NPRTX with an annualized return of 1.68%, while NPRTX has yielded a comparatively higher 13.02% 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%

NPRTX

1D
-0.32%
1M
-6.05%
YTD
4.11%
6M
10.53%
1Y
20.91%
3Y*
11.31%
5Y*
7.90%
10Y*
13.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


NMUIX vs. NPRTX - Expense Ratio Comparison

NMUIX has a 0.45% expense ratio, which is lower than NPRTX's 0.79% expense ratio.


Return for Risk

NMUIX vs. NPRTX — Risk / Return Rank

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

NMUIX
NMUIX Risk / Return Rank: 7171
Overall Rank
NMUIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
NMUIX Sortino Ratio Rank: 7575
Sortino Ratio Rank
NMUIX Omega Ratio Rank: 9090
Omega Ratio Rank
NMUIX Calmar Ratio Rank: 5858
Calmar Ratio Rank
NMUIX Martin Ratio Rank: 5757
Martin Ratio Rank

NPRTX
NPRTX Risk / Return Rank: 8282
Overall Rank
NPRTX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
NPRTX Sortino Ratio Rank: 8282
Sortino Ratio Rank
NPRTX Omega Ratio Rank: 8181
Omega Ratio Rank
NPRTX Calmar Ratio Rank: 7979
Calmar Ratio Rank
NPRTX Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NMUIX vs. NPRTX - 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 Large Cap Value Fund (NPRTX). 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.


NMUIXNPRTXDifference

Sharpe ratio

Return per unit of total volatility

1.38

1.52

-0.14

Sortino ratio

Return per unit of downside risk

1.87

2.06

-0.19

Omega ratio

Gain probability vs. loss probability

1.40

1.31

+0.09

Calmar ratio

Return relative to maximum drawdown

1.37

1.89

-0.52

Martin ratio

Return relative to average drawdown

5.57

8.52

-2.95

NMUIX vs. NPRTX - Sharpe Ratio Comparison

The current NMUIX Sharpe Ratio is 1.38, which is comparable to the NPRTX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of NMUIX and NPRTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


NMUIXNPRTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.52

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.56

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.74

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

1.24

0.43

+0.80

Correlation

The correlation between NMUIX and NPRTX is -0.02. 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. NPRTX - Dividend Comparison

NMUIX's dividend yield for the trailing twelve months is around 2.87%, less than NPRTX's 6.17% yield.


TTM20252024202320222021202020192018201720162015
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%
NPRTX
Neuberger Berman Large Cap Value Fund
6.17%6.42%2.19%2.45%1.56%5.04%1.60%3.87%14.44%8.55%3.58%9.80%

Drawdowns

NMUIX vs. NPRTX - Drawdown Comparison

The maximum NMUIX drawdown since its inception was -13.85%, smaller than the maximum NPRTX drawdown of -66.25%. Use the drawdown chart below to compare losses from any high point for NMUIX and NPRTX.


Loading graphics...

Drawdown Indicators


NMUIXNPRTXDifference

Max Drawdown

Largest peak-to-trough decline

-13.85%

-66.25%

+52.40%

Max Drawdown (1Y)

Largest decline over 1 year

-3.46%

-10.98%

+7.52%

Max Drawdown (5Y)

Largest decline over 5 years

-13.85%

-19.82%

+5.97%

Max Drawdown (10Y)

Largest decline over 10 years

-13.85%

-39.01%

+25.16%

Current Drawdown

Current decline from peak

-2.31%

-6.41%

+4.10%

Average Drawdown

Average peak-to-trough decline

-1.63%

-9.29%

+7.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.85%

2.44%

-1.59%

Volatility

NMUIX vs. NPRTX - Volatility Comparison

The current volatility for Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) is 0.95%, while Neuberger Berman Large Cap Value Fund (NPRTX) has a volatility of 3.83%. This indicates that NMUIX experiences smaller price fluctuations and is considered to be less risky than NPRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


NMUIXNPRTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.95%

3.83%

-2.88%

Volatility (6M)

Calculated over the trailing 6-month period

1.45%

8.69%

-7.24%

Volatility (1Y)

Calculated over the trailing 1-year period

3.56%

14.84%

-11.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.15%

14.11%

-10.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.41%

17.63%

-14.22%