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PPFIX vs. NUPIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PPFIX vs. NUPIX

Last updated May 10, 2025

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.

Correlation

The correlation between PPFIX and NUPIX is 0.28, 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 illustrates the hypothetical performance of a $10,000 investment in Princeton Premium Fund (PPFIX) and Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

PPFIX

YTD

2.29%

1M

0.76%

6M

0.83%

1Y

1.36%

5Y*

5.31%

10Y*

N/A

NUPIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

PPFIX
Princeton Premium Fund
NUPIX
Neuberger Berman U.S. Equity Index PutWrite Strategy Fund

Risk-Adjusted Performance

PPFIX vs. NUPIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PPFIX
The Risk-Adjusted Performance Rank of PPFIX is 4444
Overall Rank
The Sharpe Ratio Rank of PPFIX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of PPFIX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of PPFIX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of PPFIX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of PPFIX is 4141
Martin Ratio Rank
NUPIX
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

PPFIX vs. NUPIX - Dividend Comparison

PPFIX's dividend yield for the trailing twelve months is around 3.70%, while NUPIX has not paid dividends to shareholders.

TTM202420232022202120202019201820172016
PPFIX
Princeton Premium Fund		3.70%3.76%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		0.00%0.00%12.31%9.33%44.89%2.37%12.62%3.10%13.52%0.85%

Drawdowns

PPFIX vs. NUPIX - Drawdown Comparison

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Volatility

PPFIX vs. NUPIX - Volatility Comparison

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