Neuberger Berman Sustainable Fund Manager Performance Evaluation
| NRAEX Fund | 53.17 0.15 0.28% |
The fund secures a Beta (Market Risk) of 0.81, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Neuberger Berman's returns are expected to increase less than the market. However, during the bear market, the loss of holding Neuberger Berman is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Sustainable are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Neuberger Berman may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Neuberger Berman Relative Risk vs. Return Landscape
If you would invest 4,833 in Neuberger Berman Sustainable on September 18, 2024 and sell it today you would earn a total of 484.00 from holding Neuberger Berman Sustainable or generate 10.01% return on investment over 90 days. Neuberger Berman Sustainable is currently producing 0.1548% returns and takes up 0.8066% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Neuberger, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Neuberger Berman Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Neuberger Berman's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Neuberger Berman Sustainable, and traders can use it to determine the average amount a Neuberger Berman's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1919
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | NRAEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Neuberger Berman is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Neuberger Berman by adding it to a well-diversified portfolio.
Things to note about Neuberger Berman Sus performance evaluation
Checking the ongoing alerts about Neuberger Berman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Neuberger Berman Sus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Neuberger Berman's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Neuberger Berman's mutual fund performance include:- Analyzing Neuberger Berman's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Neuberger Berman's stock is overvalued or undervalued compared to its peers.
- Examining Neuberger Berman's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Neuberger Berman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Neuberger Berman's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Neuberger Berman's mutual fund. These opinions can provide insight into Neuberger Berman's potential for growth and whether the stock is currently undervalued or overvalued.
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