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NSTLX vs. NHINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NSTLX vs. NHINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Strategic Income Fund (NSTLX) and Neuberger Berman High Income Bond Fund (NHINX). The values are adjusted to include any dividend payments, if applicable.

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NSTLX vs. NHINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
NHINX
Neuberger Berman High Income Bond Fund
-1.17%8.39%7.94%9.92%-13.02%4.42%6.27%13.90%-2.63%5.09%

Returns By Period

In the year-to-date period, NSTLX achieves a -1.03% return, which is significantly higher than NHINX's -1.17% return. Over the past 10 years, NSTLX has underperformed NHINX with an annualized return of 4.10%, while NHINX has yielded a comparatively higher 4.71% 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%

NHINX

1D
0.66%
1M
-1.82%
YTD
-1.17%
6M
0.15%
1Y
6.08%
3Y*
7.34%
5Y*
2.68%
10Y*
4.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NSTLX vs. NHINX - Expense Ratio Comparison

NSTLX has a 0.59% expense ratio, which is lower than NHINX's 0.85% expense ratio.


Return for Risk

NSTLX vs. NHINX — Risk / Return Rank

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

NSTLX
NSTLX Risk / Return Rank: 8080
Overall Rank
NSTLX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
NSTLX Sortino Ratio Rank: 8585
Sortino Ratio Rank
NSTLX Omega Ratio Rank: 7676
Omega Ratio Rank
NSTLX Calmar Ratio Rank: 7878
Calmar Ratio Rank
NSTLX Martin Ratio Rank: 7979
Martin Ratio Rank

NHINX
NHINX Risk / Return Rank: 8484
Overall Rank
NHINX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
NHINX Sortino Ratio Rank: 8686
Sortino Ratio Rank
NHINX Omega Ratio Rank: 8686
Omega Ratio Rank
NHINX Calmar Ratio Rank: 8181
Calmar Ratio Rank
NHINX Martin Ratio Rank: 8181
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.

NSTLX vs. NHINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Strategic Income Fund (NSTLX) and Neuberger Berman High Income Bond Fund (NHINX). 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.


NSTLXNHINXDifference

Sharpe ratio

Return per unit of total volatility

1.60

1.66

-0.06

Sortino ratio

Return per unit of downside risk

2.31

2.36

-0.05

Omega ratio

Gain probability vs. loss probability

1.30

1.38

-0.07

Calmar ratio

Return relative to maximum drawdown

1.94

2.11

-0.16

Martin ratio

Return relative to average drawdown

8.25

8.63

-0.39

NSTLX vs. NHINX - Sharpe Ratio Comparison

The current NSTLX Sharpe Ratio is 1.60, which is comparable to the NHINX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of NSTLX and NHINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NSTLXNHINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.60

1.66

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.52

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

0.80

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

1.11

-0.24

Correlation

The correlation between NSTLX and NHINX is 0.56, 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.


Dividends

NSTLX vs. NHINX - Dividend Comparison

NSTLX's dividend yield for the trailing twelve months is around 5.11%, less than NHINX's 5.99% yield.


TTM20252024202320222021202020192018201720162015
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%
NHINX
Neuberger Berman High Income Bond Fund
5.99%6.43%6.80%5.38%4.37%4.67%4.73%5.22%5.63%5.00%5.33%6.38%

Drawdowns

NSTLX vs. NHINX - Drawdown Comparison

The maximum NSTLX drawdown since its inception was -19.00%, smaller than the maximum NHINX drawdown of -29.47%. Use the drawdown chart below to compare losses from any high point for NSTLX and NHINX.


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Drawdown Indicators


NSTLXNHINXDifference

Max Drawdown

Largest peak-to-trough decline

-19.00%

-29.47%

+10.47%

Max Drawdown (1Y)

Largest decline over 1 year

-3.30%

-3.03%

-0.27%

Max Drawdown (5Y)

Largest decline over 5 years

-16.65%

-16.38%

-0.27%

Max Drawdown (10Y)

Largest decline over 10 years

-19.00%

-22.85%

+3.85%

Current Drawdown

Current decline from peak

-2.62%

-1.94%

-0.68%

Average Drawdown

Average peak-to-trough decline

-2.71%

-3.77%

+1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

0.74%

+0.04%

Volatility

NSTLX vs. NHINX - Volatility Comparison

Neuberger Berman Strategic Income Fund (NSTLX) has a higher volatility of 1.61% compared to Neuberger Berman High Income Bond Fund (NHINX) at 1.53%. This indicates that NSTLX's price experiences larger fluctuations and is considered to be riskier than NHINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NSTLXNHINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.61%

1.53%

+0.08%

Volatility (6M)

Calculated over the trailing 6-month period

2.36%

2.42%

-0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

3.63%

3.81%

-0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.00%

5.19%

-0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

5.90%

-0.94%