NUPIX vs. PPFIX
Compare and contrast key facts about Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and Princeton Premium Fund (PPFIX).
NUPIX is managed by Neuberger Berman. It was launched on Sep 15, 2016. PPFIX is managed by Princeton. It was launched on Nov 15, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUPIX or PPFIX.
Key characteristics
| NUPIX | PPFIX |
|---|
Correlation
The correlation between NUPIX and PPFIX is 0.34, 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.
Performance
NUPIX vs. PPFIX - Performance Comparison
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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NUPIX vs. PPFIX - Expense Ratio Comparison
NUPIX has a 0.65% expense ratio, which is lower than PPFIX's 1.95% expense ratio.
Risk-Adjusted Performance
NUPIX vs. PPFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and Princeton Premium Fund (PPFIX). 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
NUPIX vs. PPFIX - Dividend Comparison
NUPIX has not paid dividends to shareholders, while PPFIX's dividend yield for the trailing twelve months is around 3.66%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
NUPIX Neuberger Berman U.S. Equity Index PutWrite Strategy Fund | 0.64% | 12.31% | 9.33% | 44.89% | 2.37% | 12.62% | 3.10% | 13.52% | 0.85% |
PPFIX Princeton Premium Fund | 3.66% | 3.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NUPIX vs. PPFIX - Drawdown Comparison
Volatility
NUPIX vs. PPFIX - Volatility Comparison
The current volatility for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) is 0.00%, while Princeton Premium Fund (PPFIX) has a volatility of 0.33%. This indicates that NUPIX experiences smaller price fluctuations and is considered to be less risky than PPFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.