NPRTX vs. USIFX
Compare and contrast key facts about Neuberger Berman Large Cap Value Fund (NPRTX) and USAA International Fund (USIFX).
NPRTX is managed by Neuberger Berman. It was launched on Jan 20, 1975. USIFX is managed by Victory Capital. It was launched on Jul 11, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NPRTX or USIFX.
Key characteristics
| NPRTX | USIFX | |
|---|---|---|
| YTD Return | 16.05% | 6.89% |
| 1Y Return | 23.12% | 17.63% |
| 3Y Return (Ann) | 3.90% | -1.48% |
| 5Y Return (Ann) | 11.53% | -0.19% |
| 10Y Return (Ann) | 10.22% | 1.18% |
| Sharpe Ratio | 2.12 | 1.38 |
| Sortino Ratio | 2.94 | 1.95 |
| Omega Ratio | 1.40 | 1.24 |
| Calmar Ratio | 1.54 | 0.71 |
| Martin Ratio | 14.53 | 7.65 |
| Ulcer Index | 1.58% | 2.34% |
| Daily Std Dev | 10.86% | 12.99% |
| Max Drawdown | -66.25% | -56.30% |
| Current Drawdown | -1.56% | -12.04% |
Correlation
The correlation between NPRTX and USIFX is 0.61, 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
NPRTX vs. USIFX - Performance Comparison
In the year-to-date period, NPRTX achieves a 16.05% return, which is significantly higher than USIFX's 6.89% return. Over the past 10 years, NPRTX has outperformed USIFX with an annualized return of 10.22%, while USIFX has yielded a comparatively lower 1.18% 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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NPRTX vs. USIFX - Expense Ratio Comparison
NPRTX has a 0.79% expense ratio, which is lower than USIFX's 1.02% expense ratio.
Risk-Adjusted Performance
NPRTX vs. USIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Large Cap Value Fund (NPRTX) and USAA International Fund (USIFX). 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
NPRTX vs. USIFX - Dividend Comparison
NPRTX's dividend yield for the trailing twelve months is around 2.11%, more than USIFX's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPRTX Neuberger Berman Large Cap Value Fund | 2.11% | 2.45% | 1.56% | 1.25% | 1.35% | 1.75% | 1.95% | 1.28% | 0.66% | 1.29% | 0.95% | 1.34% |
USIFX USAA International Fund | 1.75% | 1.87% | 1.52% | 1.85% | 1.91% | 2.83% | 1.68% | 1.89% | 1.55% | 1.37% | 1.79% | 0.77% |
Drawdowns
NPRTX vs. USIFX - Drawdown Comparison
The maximum NPRTX drawdown since its inception was -66.25%, which is greater than USIFX's maximum drawdown of -56.30%. Use the drawdown chart below to compare losses from any high point for NPRTX and USIFX. For additional features, visit the drawdowns tool.
Volatility
NPRTX vs. USIFX - Volatility Comparison
The current volatility for Neuberger Berman Large Cap Value Fund (NPRTX) is 3.20%, while USAA International Fund (USIFX) has a volatility of 3.94%. This indicates that NPRTX experiences smaller price fluctuations and is considered to be less risky than USIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.