NPRTX vs. NMUIX
Compare and contrast key facts about Neuberger Berman Large Cap Value Fund (NPRTX) and Neuberger Berman Municipal Intermediate Bond Fund (NMUIX).
NPRTX is managed by Neuberger Berman. It was launched on Jan 20, 1975. NMUIX is managed by Neuberger Berman. It was launched on Jul 8, 1987.
Performance
NPRTX vs. NMUIX - Performance Comparison
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NPRTX vs. NMUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, NPRTX achieves a 4.11% return, which is significantly higher than NMUIX's -0.34% return. Over the past 10 years, NPRTX has outperformed NMUIX with an annualized return of 13.02%, while NMUIX has yielded a comparatively lower 1.68% annualized return.
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%
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%
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NPRTX vs. NMUIX - Expense Ratio Comparison
NPRTX has a 0.79% expense ratio, which is higher than NMUIX's 0.45% expense ratio.
Return for Risk
NPRTX vs. NMUIX — Risk / Return Rank
NPRTX
NMUIX
NPRTX vs. NMUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Large Cap Value Fund (NPRTX) and Neuberger Berman Municipal Intermediate Bond Fund (NMUIX). 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.
| NPRTX | NMUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.38 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.87 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.40 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.37 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.52 | 5.57 | +2.95 |
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
| NPRTX | NMUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.38 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.20 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.49 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.24 | -0.80 |
Correlation
The correlation between NPRTX and NMUIX 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
NPRTX vs. NMUIX - Dividend Comparison
NPRTX's dividend yield for the trailing twelve months is around 6.17%, more than NMUIX's 2.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
NPRTX vs. NMUIX - Drawdown Comparison
The maximum NPRTX drawdown since its inception was -66.25%, which is greater than NMUIX's maximum drawdown of -13.85%. Use the drawdown chart below to compare losses from any high point for NPRTX and NMUIX.
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Drawdown Indicators
| NPRTX | NMUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.25% | -13.85% | -52.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.98% | -3.46% | -7.52% |
Max Drawdown (5Y)Largest decline over 5 years | -19.82% | -13.85% | -5.97% |
Max Drawdown (10Y)Largest decline over 10 years | -39.01% | -13.85% | -25.16% |
Current DrawdownCurrent decline from peak | -6.41% | -2.31% | -4.10% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -1.63% | -7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 0.85% | +1.59% |
Volatility
NPRTX vs. NMUIX - Volatility Comparison
Neuberger Berman Large Cap Value Fund (NPRTX) has a higher volatility of 3.83% compared to Neuberger Berman Municipal Intermediate Bond Fund (NMUIX) at 0.95%. This indicates that NPRTX's price experiences larger fluctuations and is considered to be riskier than NMUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NPRTX | NMUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 0.95% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 1.45% | +7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.84% | 3.56% | +11.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 3.15% | +10.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 3.41% | +14.22% |