NSTLX vs. NBMIX
Compare and contrast key facts about Neuberger Berman Strategic Income Fund (NSTLX) and Neuberger Berman Small Cap Growth Fund (NBMIX).
NSTLX is managed by Neuberger Berman. It was launched on Jul 10, 2003. NBMIX is managed by Neuberger Berman. It was launched on Oct 20, 1998.
Performance
NSTLX vs. NBMIX - Performance Comparison
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NSTLX vs. NBMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSTLX Neuberger Berman Strategic Income Fund | -1.03% | 9.44% | 6.02% | 10.07% | -11.81% | 2.94% | 7.78% | 10.55% | -2.34% | 7.00% |
NBMIX Neuberger Berman Small Cap Growth Fund | -2.65% | 9.87% | 25.90% | 10.01% | -24.43% | 4.16% | 42.83% | 34.55% | 4.80% | 28.16% |
Returns By Period
In the year-to-date period, NSTLX achieves a -1.03% return, which is significantly higher than NBMIX's -2.65% return. Over the past 10 years, NSTLX has underperformed NBMIX with an annualized return of 4.10%, while NBMIX has yielded a comparatively higher 13.35% annualized return.
NSTLX
- 1D
- 0.40%
- 1M
- -2.24%
- YTD
- -1.03%
- 6M
- 0.23%
- 1Y
- 5.61%
- 3Y*
- 6.77%
- 5Y*
- 2.73%
- 10Y*
- 4.10%
NBMIX
- 1D
- 5.39%
- 1M
- -7.15%
- YTD
- -2.65%
- 6M
- -2.10%
- 1Y
- 22.18%
- 3Y*
- 12.60%
- 5Y*
- 2.33%
- 10Y*
- 13.35%
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NSTLX vs. NBMIX - Expense Ratio Comparison
NSTLX has a 0.59% expense ratio, which is lower than NBMIX's 1.28% expense ratio.
Return for Risk
NSTLX vs. NBMIX — Risk / Return Rank
NSTLX
NBMIX
NSTLX vs. NBMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Strategic Income Fund (NSTLX) and Neuberger Berman Small Cap Growth Fund (NBMIX). 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.
| NSTLX | NBMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 0.87 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.34 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.17 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.25 | +0.69 |
Martin ratioReturn relative to average drawdown | 8.25 | 4.66 | +3.59 |
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
| NSTLX | NBMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 0.87 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.10 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.55 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.37 | +0.49 |
Correlation
The correlation between NSTLX and NBMIX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NSTLX vs. NBMIX - Dividend Comparison
NSTLX's dividend yield for the trailing twelve months is around 5.11%, less than NBMIX's 6.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSTLX Neuberger Berman Strategic Income Fund | 5.11% | 5.46% | 5.31% | 5.38% | 3.92% | 6.29% | 3.81% | 4.02% | 4.33% | 3.64% | 3.54% | 4.09% |
NBMIX Neuberger Berman Small Cap Growth Fund | 6.92% | 6.74% | 0.46% | 0.00% | 0.00% | 18.71% | 1.06% | 3.98% | 23.77% | 1.44% | 0.00% | 5.92% |
Drawdowns
NSTLX vs. NBMIX - Drawdown Comparison
The maximum NSTLX drawdown since its inception was -19.00%, smaller than the maximum NBMIX drawdown of -78.77%. Use the drawdown chart below to compare losses from any high point for NSTLX and NBMIX.
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Drawdown Indicators
| NSTLX | NBMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.00% | -78.77% | +59.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.30% | -16.65% | +13.35% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -36.96% | +20.31% |
Max Drawdown (10Y)Largest decline over 10 years | -19.00% | -39.55% | +20.55% |
Current DrawdownCurrent decline from peak | -2.62% | -12.16% | +9.54% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -34.71% | +32.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 4.48% | -3.70% |
Volatility
NSTLX vs. NBMIX - Volatility Comparison
The current volatility for Neuberger Berman Strategic Income Fund (NSTLX) is 1.61%, while Neuberger Berman Small Cap Growth Fund (NBMIX) has a volatility of 10.84%. This indicates that NSTLX experiences smaller price fluctuations and is considered to be less risky than NBMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NSTLX | NBMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 10.84% | -9.23% |
Volatility (6M)Calculated over the trailing 6-month period | 2.36% | 19.60% | -17.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.63% | 25.99% | -22.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.00% | 24.70% | -19.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.96% | 24.25% | -19.29% |