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