Neuberger Berman Competition

Mutual Funds . USA . 
Fund . Neuberger Berman Absolute
NABIX Fund  USD 12.27  0.03  0.24%   
Neuberger Berman Absolute competes with Neuberger Berman, Neuberger Berman, Neuberger Berman, Neuberger Berman, and Neuberger Berman; as well as few others. The fund is listed under Multistrategy category and is part of Neuberger Berman family. Analyzing Neuberger Berman competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Neuberger Berman to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Neuberger Berman Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Neuberger Berman competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
12.0212.2712.52
Details
Intrinsic
Valuation
LowRealHigh
12.0012.2512.50
Details
Naive
Forecast
LowNextHigh
12.1112.3612.62
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.0412.1712.30
Details

Neuberger Berman Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Neuberger Berman and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Neuberger and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Neuberger Berman Absolute does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
NPNCX
+ 1.0
NPNEX
NPNAX
+ 1.0
NPNEX
NPNRX
+ 1.0
NPNEX
NPRTX
+ 1.0
NPNEX
NPNAX
+ 1.0
NPNCX
NPNRX
+ 1.0
NPNCX
  
High negative correlations   
NRAAX
- 0.62
NHS
NRARX
- 0.62
NHS
NRACX
- 0.6
NHS
NHS
- 0.34
NPNEX
NHS
- 0.32
NPRTX
NHS
- 0.31
NPNAX

Risk-Adjusted Indicators

There is a big difference between Neuberger Mutual Fund performing well and Neuberger Berman Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Neuberger Berman's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
NPNEX  0.45 (0.04)(0.16) 0.02  0.43 
(0.52)
 1.06 
(0.69)
 2.69 
NPNCX  0.45 (0.05)(0.18) 0.01  0.44 
(0.53)
 1.03 
(0.69)
 2.70 
NPNAX  0.45 (0.05)(0.17) 0.02  0.44 
(0.51)
 1.03 
(0.69)
 2.71 
NPNRX  0.45 (0.05)(0.17) 0.01  0.44 
(0.51)
 1.04 
(0.71)
 2.70 
NPRTX  0.45 (0.05)(0.17) 0.02  0.43 
(0.51)
 1.05 
(0.69)
 2.71 
NHS  0.69 (0.02) 0.00 (0.10) 0.00 
 0.00 
 1.48 
(1.60)
 6.81 
NRACX  0.53  0.17  0.12 (2.82) 0.29 
(0.66)
 0.94 
(0.79)
 4.83 
NRABX  0.21  0.01 (0.25) 0.14  0.12 
(0.26)
 0.41 
(0.41)
 1.24 
NRARX  0.53  0.08  0.10  0.18  0.31 
(0.66)
 0.93 
(0.78)
 4.83 
NRAAX  0.53  0.08  0.10  0.18  0.31 
(0.66)
 0.94 
(0.78)
 4.82 
All Fundamental Data

Neuberger Berman Competitive Analysis

The better you understand Neuberger Berman competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Neuberger Berman's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Neuberger Berman's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
NABIX NPNEX NPNCX NPNAX NPNRX NPRTX NHS NRACX NRABX NRARX
 0.24 
 12.27 
Neuberger
 0.31 
 47.58 
Neuberger
 0.32 
 47.03 
Neuberger
 0.34 
 47.29 
Neuberger
 0.34 
 47.02 
Neuberger
 0.32 
 47.31 
Neuberger
 0.51 
 7.86 
Neuberger
 0.32 
 50.88 
Neuberger
 0.16 
 12.28 
Neuberger
 0.32 
 52.53 
Neuberger
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Good
OK
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Below Average
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Cautious Hold
Sell
Cautious Hold
Strong Buy
Net Asset
131.13 M
10.89 B
12.68 B
12.68 B
1.45 B
12.68 B
32.7 M
1.35 B
259.51 M
2.39 B
Price To Book
2.5
N/A
1.51
1.53
1.51
1.51
0.75
2.84
1.87
2.84
Five Year Return
4.13
N/A
10.2
10.94
10.66
11.2
1.32
13.98
4.19
14.55
One Year Return
5.77
N/A
18.99
19.33
19.07
19.64
13.19
33.68
5.68
34.36
Last Dividend Paid
0.19
N/A
0.01
0.4
0.33
0.49
1.09
N/A
0.2
0.07
Price To Earning
20.87
N/A
16.25
16.24
16.25
16.25
57.1
3.32
18.4
3.34
Beta
N/A
N/A
N/A
N/A
N/A
N/A
0.93
N/A
N/A
N/A
Price To Sales
1.08
N/A
1.82
1.53
1.82
1.82
8.55
1.23
1.29
1.23
Cash Position Weight
42.75
N/A
5.39
5.39
5.39
5.39
N/A
1.88
42.75
1.88
Equity Positions Weight
32.67
N/A
94.62
94.62
94.62
94.62
N/A
98.12
32.67
98.12
Three Year Return
4.07
N/A
4.55
4.8
4.53
5.04
-2.05
9.87
4.42
10.42
Annual Yield
0.009
0.0269
0.0118
0.0182
0.0176
0.0206
0.0095
N/A
0.0099
N/A
Year To Date Return
4.52
N/A
15.75
16.04
15.77
16.31
10.01
27.67
4.78
28.29
Bond Positions Weight
-0.07
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.07
N/A
Ten Year Return
N/A
N/A
8.12
8.92
8.64
9.17
N/A
9.75
N/A
10.31
Day Typical Price
12.27
47.58
47.03
47.29
47.02
47.31
7.87
50.88
12.28
52.53
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
0.0089
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
0.07
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(0.57)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
(0.03)
(0.15)
(0.15)
(0.16)
(0.16)
(0.15)
(0.04)
0.16
(0.02)
(0.17)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
0.99
1.0
1.0
1.0
Day Median Price
12.27
47.58
47.03
47.29
47.02
47.31
7.88
50.88
12.28
52.53
Price Action Indicator
(0.01)
(0.07)
(0.07)
(0.08)
(0.08)
(0.07)
(0.04)
0.08
(0.01)
(0.09)
Relative Strength Index
52.39
69.85
69.4
69.54
69.45
69.64
43.67
68.53
50.65
68.82
Coefficient Of Variation
731.4
2319.48
3196.97
2745.87
2921.59
2621.45
(33,190)
465.85
750.32
500.81
Mean Deviation
0.2076
0.4483
0.4476
0.4481
0.4478
0.4479
0.6874
0.5304
0.2142
0.5281
Jensen Alpha
0.0091
(0.04)
(0.05)
(0.05)
(0.05)
(0.05)
(0.02)
0.1657
0.0085
0.0752
Total Risk Alpha
(0.01)
(0.06)
(0.06)
(0.06)
(0.06)
(0.06)
(0.13)
0.0618
(0.01)
0.0499
Sortino Ratio
(0.25)
(0.16)
(0.18)
(0.17)
(0.17)
(0.17)
N/A
0.1187
(0.25)
0.0987
Downside Variance
0.065
0.2191
0.2231
0.2214
0.2238
0.2199
N/A
0.3522
0.0683
0.3513
Standard Deviation
0.2583
0.5562
0.5559
0.555
0.5557
0.5552
0.9797
0.7945
0.2649
0.7942
Kurtosis
(0.28)
0.7783
0.884
0.8295
0.7899
0.8403
3.56
6.06
(0.30)
6.24
Potential Upside
0.4139
1.06
1.03
1.03
1.04
1.05
1.48
0.9394
0.4098
0.9282
Treynor Ratio
0.141
0.0215
0.0113
0.0157
0.0139
0.0172
(0.10)
(2.82)
0.1359
0.1824
Maximum Drawdown
1.24
2.69
2.7
2.71
2.7
2.71
6.81
4.83
1.24
4.83
Variance
0.0667
0.3093
0.309
0.308
0.3088
0.3082
0.9597
0.6312
0.0701
0.6307
Market Risk Adjusted Performance
0.151
0.0315
0.0213
0.0257
0.0239
0.0272
(0.09)
(2.81)
0.1459
0.1924
Risk Adjusted Performance
0.0811
0.0282
0.0196
0.0233
0.0218
0.0246
4.0E-4
0.1565
0.0793
0.1456
Skewness
0.2423
0.7511
0.7737
0.7554
0.7433
0.7654
(0.39)
1.58
0.189
1.65
Semi Deviation
0.0769
0.427
0.4391
0.4407
0.4448
0.4312
N/A
0.2911
0.1178
0.309
Information Ratio
(0.25)
(0.14)
(0.15)
(0.14)
(0.15)
(0.14)
(0.11)
0.0887
(0.24)
0.0736
Value At Risk
(0.41)
(0.69)
(0.69)
(0.69)
(0.71)
(0.69)
(1.60)
(0.79)
(0.41)
(0.78)
Expected Short fall
(0.28)
(0.52)
(0.53)
(0.51)
(0.51)
(0.51)
N/A
(0.66)
(0.26)
(0.66)
Downside Deviation
0.255
0.4681
0.4723
0.4705
0.4731
0.4689
N/A
0.5934
0.2614
0.5927
Semi Variance
0.0059
0.1823
0.1928
0.1943
0.1978
0.1859
N/A
0.0847
0.0139
0.0955

Neuberger Berman Competition Performance Charts

Five steps to successful analysis of Neuberger Berman Competition

Neuberger Berman's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Neuberger Berman Absolute in relation to its competition. Neuberger Berman's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Neuberger Berman in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Neuberger Berman's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Neuberger Berman Absolute, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Neuberger Berman position

In addition to having Neuberger Berman in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Defense
Defense Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Defense Theme or any other thematic opportunities.
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Other Information on Investing in Neuberger Mutual Fund

Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
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