NSTLX vs. JSDSX
NSTLX (Neuberger Berman Strategic Income Fund) and JSDSX (JPMorgan Short Duration Core Plus Fund) are both mutual funds - NSTLX is a Multisector Bonds fund managed by Neuberger Berman, while JSDSX is a Short-Term Bond fund managed by JPMorgan. Over the past 10 years, NSTLX returned 3.80%/yr vs 3.17%/yr for JSDSX. A 0.64 correlation means they provide meaningful diversification when combined. NSTLX charges 0.59%/yr vs 0.60%/yr for JSDSX.
Performance
NSTLX vs. JSDSX - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with NSTLX at 0.54% and JSDSX at 0.54%. Over the past 10 years, NSTLX has outperformed JSDSX with an annualized return of 3.80%, while JSDSX has yielded a comparatively lower 3.17% annualized return.
NSTLX
- 1D
- -0.10%
- 1M
- -0.02%
- 6M
- 0.44%
- YTD
- 0.54%
- 1Y
- 5.16%
- 3Y*
- 7.38%
- 5Y*
- 2.62%
- 10Y*
- 3.80%
JSDSX
- 1D
- 0.00%
- 1M
- 0.06%
- 6M
- 0.54%
- YTD
- 0.54%
- 1Y
- 3.72%
- 3Y*
- 5.55%
- 5Y*
- 2.29%
- 10Y*
- 3.17%
NSTLX vs. JSDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSTLX Neuberger Berman Strategic Income Fund | 0.54% | 9.44% | 6.02% | 10.07% | -11.81% | 2.94% | 7.78% | 10.55% | -2.34% | 7.00% |
JSDSX JPMorgan Short Duration Core Plus Fund | 0.54% | 6.57% | 5.26% | 6.12% | -5.95% | 0.21% | 5.13% | 6.03% | 0.87% | 4.09% |
Correlation
The correlation between NSTLX and JSDSX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Apr 5, 2013 | 0.64 |
The correlation between NSTLX and JSDSX shifts across timeframes, from 0.64 (all time) to 0.80 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
NSTLX vs. JSDSX — Risk / Return Rank
NSTLX
JSDSX
NSTLX vs. JSDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Strategic Income Fund (NSTLX) and JPMorgan Short Duration Core Plus Fund (JSDSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NSTLX | JSDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.41 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.30 | -0.79 |
| Martin ratioReturn relative to average drawdown | 5.24 | 7.13 | -1.89 |
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Drawdowns
NSTLX vs. JSDSX - Drawdown Comparison
The maximum NSTLX drawdown since its inception was -19.00%, which is greater than JSDSX's maximum drawdown of -8.93%. Use the drawdown chart below to compare losses from any high point for NSTLX and JSDSX.
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Drawdown Indicators
| NSTLX | JSDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.00% | -8.93% | -10.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.30% | -1.58% | -1.72% |
Max Drawdown (3Y)Largest decline over 3 years | -4.85% | -1.58% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -8.93% | -7.72% |
Max Drawdown (10Y)Largest decline over 10 years | -19.00% | -8.93% | -10.07% |
Current DrawdownCurrent decline from peak | -1.07% | -0.53% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -1.28% | -1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.51% | +0.44% |
Volatility
NSTLX vs. JSDSX - Volatility Comparison
Neuberger Berman Strategic Income Fund (NSTLX) has a higher volatility of 1.05% compared to JPMorgan Short Duration Core Plus Fund (JSDSX) at 0.67%. This indicates that NSTLX's price experiences larger fluctuations and is considered to be riskier than JSDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NSTLX | JSDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 0.67% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 3.01% | 1.39% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.60% | 1.83% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.08% | 2.65% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 2.34% | +2.64% |
NSTLX vs. JSDSX - Expense Ratio Comparison
NSTLX has a 0.59% expense ratio, which is lower than JSDSX's 0.60% expense ratio.
Dividends
NSTLX vs. JSDSX - Dividend Comparison
NSTLX's dividend yield for the trailing twelve months is around 5.60%, more than JSDSX's 4.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSDSX JPMorgan Short Duration Core Plus Fund | 4.01% | 3.88% | 3.91% | 3.33% | 2.51% | 1.86% | 2.39% | 2.66% | 2.68% | 3.93% | 4.72% | 4.81% |
NSTLX Neuberger Berman Strategic Income Fund | 5.60% | 5.46% | 5.31% | 5.38% | 3.92% | 6.29% | 3.81% | 4.02% | 4.33% | 3.64% | 3.54% | 4.09% |
Frequently Asked Questions
NSTLX and JSDSX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NSTLX has higher volatility (1.05%) compared to JSDSX (0.67%). In terms of maximum drawdown, NSTLX dropped -19.00% vs JSDSX's -8.93%.
JSDSX currently has the higher Sharpe Ratio (1.98 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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