Neuberger Berman Competition

NHS Fund

USD 6.46 -0.03 -0.46%

The fund is classified under the Neuberger Berman family. For benchmarking purposes, Neuberger Berman High is compared with Royce Small, SIMT TAX-MANAGED, ASHMORE EMERGING, ASHMORE EMERGING, and SUMMIT GLOBAL and related companies. Return on equity for Neuberger Berman looks different when stacked against the top and bottom of its peer set.

Correlation: Neuberger Berman vs SIT DIVIDEND Summary

Good diversification

The correlation between Neuberger Berman and SIT DIVIDEND is 0.19, which Macroaxis classifies as Good diversification for the selected horizon. In portfolio terms, the overlap shows how much shared movement remains after combining both positions.

Related Assets

0.76

PHK

PIMCO High Income

Pair Corr

Diversification Candidates

0.6	PEO	Adams Natural Resources	Pair Corr
0.59	TWN	Taiwan Closed	Pair Corr
0.53	HPQ	HP Inc Aggressive Push	Pair Corr
0.39	XOM	Exxon Mobil Corp	Pair Corr

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The mean reversion effect in Neuberger Berman is stronger when the initial deviation was driven by sentiment rather than fundamentals. Such deviations have sometimes corrected when the initial catalyst fades, though timing remains uncertain. The degree to which Neuberger Berman's exhibits mean reversion depends on how efficiently the market prices new information.

Sentiment

Range

Low	Sentiment	High
5.41	6.46	7.51

Details

Intrinsic

Valuation

Low	Intrinsic	High
5.51	6.56	7.61

Details

Naive

Forecast

Low	Next	High
5.40	6.45	7.50

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
6.36	6.47	6.58

Details

Peer benchmarking frames Neuberger Berman's operating metrics and market pricing against comparable companies. Placing Neuberger Berman's results in peer context distinguishes company-specific performance from industry-wide trends. Standalone financial analysis captures Neuberger Berman's individual trajectory; peer comparison reveals relative standing.

Neuberger Berman Competition Correlation Matrix

Competition correlation for Neuberger Berman High matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. This matrix is most informative when seeking to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	RYVFX	SIMYX	DOPIX	EMEAX	EMFIX	SILVX	BIPIX	HYI	MVT	SDVSX
RYVFX		0.53	0.43	0.85	0.85	0.67	0.8	0.48	-0.4	0.85	RYVFX
SIMYX	0.53		-0.15	0.54	0.54	0.73	0.46	0.81	0.02	0.74	SIMYX
DOPIX	0.43	-0.15		0.25	0.26	-0.02	0.59	-0.23	-0.39	0.17	DOPIX
EMEAX	0.85	0.54	0.25		1.0	0.82	0.65	0.58	-0.33	0.83	EMEAX
EMFIX	0.85	0.54	0.26	1.0		0.82	0.66	0.59	-0.33	0.83	EMFIX
SILVX	0.67	0.73	-0.02	0.82	0.82		0.51	0.86	-0.2	0.91	SILVX
BIPIX	0.8	0.46	0.59	0.65	0.66	0.51		0.35	-0.25	0.73	BIPIX
HYI	0.48	0.81	-0.23	0.58	0.59	0.86	0.35		-0.1	0.79	HYI
MVT	-0.4	0.02	-0.39	-0.33	-0.33	-0.2	-0.25	-0.1		-0.28	MVT
SDVSX	0.85	0.74	0.17	0.83	0.83	0.91	0.73	0.79	-0.28		SDVSX
	RYVFX	SIMYX	DOPIX	EMEAX	EMFIX	SILVX	BIPIX	HYI	MVT	SDVSX

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High positive correlations

EMFIX	+ 1.0	EMEAX
SDVSX	+ 0.91	SILVX
HYI	+ 0.86	SILVX
EMEAX	+ 0.85	RYVFX
EMFIX	+ 0.85	RYVFX
SDVSX	+ 0.85	RYVFX

High negative correlations

MVT	- 0.4	RYVFX
MVT	- 0.39	DOPIX
MVT	- 0.33	EMFIX
MVT	- 0.33	EMEAX
SDVSX	- 0.28	MVT
MVT	- 0.25	BIPIX

Risk-Adjusted Indicators

Return momentum in Neuberger Berman Fund is more useful when tested against peer-relative fundamentals and risk. Risk-adjusted metrics help compare Neuberger Berman's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
RYVFX	0.78	0.11	0.10	0.09	0.89	-0.82	1.61	-1.51	3.97
SIMYX	0.66	-0.01	0.00	-0.03	0.00	0.00	1.62	-1.46	3.82
DOPIX	0.66	0.17	0.20	7.12	0.44	-1.00	1.76	-1.43	4.70
EMEAX	1.14	0.24	0.16	0.21	1.30	-1.27	2.23	-1.68	7.23
EMFIX	1.13	0.24	0.16	0.21	1.28	-1.26	2.25	-1.68	7.18
SILVX	0.54	0.04	0.06	0.04	0.73	-0.51	0.99	-1.09	2.79
BIPIX	2.04	0.15	0.08	-1.13	2.16	-2.26	4.19	-3.71	15.56
HYI	0.42	-0.01	0.00	-0.05	0.00	0.00	0.76	-0.84	3.05
MVT	0.14	0.09	0.00	-5.61	0.00	0.00	0.37	-0.09	0.37
SDVSX	0.60	0.02	0.03	0.00	0.76	-0.62	0.97	-1.43	3.21

Neuberger Berman Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	NHS	RYVFX	SIMYX	DOPIX	EMEAX	EMFIX	SILVX
	0.46 6.46 Neuberger Berman	0.45 11.28 Royce Small	0.07 14.44 SIMT TAX-MANAGED	0.00 36.09 DREYFUS	0.32 18.85 ASHMORE EMERGING	0.27 18.17 ASHMORE EMERGING	0.64 18.78 SUMMIT GLOBAL
Market Volatility (90 Days Market Risk)	Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Moderate	Weak	Weak	Balanced	Balanced	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Moderate	Below Average	Below Average	Critical	Below Average	Below Average	Below Average
Current Valuation (Equity Enterprise Value)	Aligned With Model	Below Model Estimate	Aligned With Model	Above Model Estimate	Below Model Estimate	Below Model Estimate	Aligned With Model
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Hold	Not Rated	Strong Buy	Strong Buy	Strong Hold
Net Asset	32.7 M	99.39 M	381.03 M	1.25 B	267.11 M	267.11 M	180.02 M
Price To Sales TTM	8.55 X	0.72 X	N/A	N/A	0.77 X	0.85 X	1.55 X
Price To Book TTM	0.75 X	1.62 X	N/A	N/A	0.96 X	1.01 X	2.97 X
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	1000 K
Five Year Return	1.93 %	7.97 %	9.11 %	3.04 %	7.19 %	7.22 %	7.88 %
One Year Return	8.28 %	40.85 %	22.44 %	15.70 %	57.05 %	55.84 %	15.11 %
Last Dividend Paid	1.09	0.15	0.21	0.11	0.1	0.1	N/A
Price To Earnings TTM	57.10 X	14.35 X	N/A	N/A	9.26 X	10.35 X	19.33 X
Cash Position Weight	N/A	7.31 %	2.02 %	1.76 %	0.91 %	0.91 %	1.38 %
Equity Positions Weight	N/A	92.69 %	97.93 %	98.24 %	99.09 %	99.09 %	98.62 %
Three Year Return	8.57 %	18.34 %	15.57 %	7.27 %	23.82 %	24.14 %	13.24 %
Annual Yield	0.0095	0.0064	0.0298	0.0121	0.0119	0.016	0.0064
Trailing Beta	0.93	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	1.03 %	15.42 %	7.68 %	10.21 %	22.70 %	21.19 %	4.78 %
Ten Year Return	N/A	3.27 %	N/A	8.22 %	N/A	N/A	N/A
Day Typical Price	6.48	11.28	14.44	36.09	18.85	18.17	18.78
Accumulation Distribution	0.0092	N/A	N/A	N/A	N/A	N/A	N/A
Market Facilitation Index	0.06	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	-0.50	N/A	N/A	0.0	N/A	N/A	N/A
Period Momentum Indicator	-0.03	0.05	-0.01	N/A	-0.06	-0.05	0.12
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.01
Day Median Price	6.49	11.28	14.44	36.09	18.85	18.17	18.78
Price Action Indicator	-0.04	0.025	-0.01	N/A	-0.03	-0.03	0.06
Relative Strength Index	40.27	64.58	49.32	66.83	69.44	69.74	61.88
Coefficient Of Variation	-603.85	1046.24	-7,207	544.54	685.08	694.25	1898.96
Mean Deviation	0.7091	0.7844	0.6582	0.6602	1.14	1.13	0.5435
Jensen Alpha	-0.17	0.1095	-0.01	0.1651	0.2431	0.2396	0.0405
Total Risk Alpha	-0.16	0.1129	-0.0005	0.1878	0.2582	0.2545	0.0435
Sortino Ratio	N/A	0.1029	N/A	0.2021	0.1621	0.1603	0.0612
Downside Variance	N/A	1.15	N/A	0.8574	2.23	2.22	0.6441
Standard Deviation	1.06	1.02	0.8969	0.9504	1.57	1.57	0.6941
Kurtosis	3.32	0.1159	1.43	2.21	2.76	2.63	0.5794
Potential Upside	1.5	1.61	1.62	1.76	2.23	2.25	0.9879
Treynor Ratio	-0.32	0.0918	-0.03	7.12	0.2117	0.2081	0.0428
Maximum Drawdown	5.49	3.97	3.82	4.7	7.23	7.18	2.79
Variance	1.12	1.05	0.8045	0.9033	2.48	2.46	0.4818
Market Risk Adjusted Performance	-0.31	0.1018	-0.02	7.13	0.2217	0.2181	0.0528
Risk Adjusted Performance	-0.15	0.0893	-0.01	0.1699	0.139	0.1372	0.0453
Skewness	-0.60	0.0831	0.1443	1.0	0.2566	0.2636	-0.08
Semi Deviation	N/A	0.8897	N/A	0.4352	1.3	1.28	0.7292
Information Ratio	-0.15	0.1078	1.0E-4	0.1969	0.154	0.152	0.0708
Value At Risk	-1.83	-1.51	-1.46	-1.43	-1.68	-1.68	-1.09
Expected Short fall	N/A	-0.82	N/A	-1.00	-1.27	-1.26	-0.51
Downside Deviation	N/A	1.07	N/A	0.9259	1.49	1.49	0.8025
Semi Variance	N/A	0.7916	N/A	0.1894	1.7	1.63	0.5318

Neuberger Berman Competition Peer Performance Charts

How to Analyze Neuberger Berman Against Peers

Neuberger Berman's peer analysis compares Neuberger Berman with related companies to put valuation, quality, and risk metrics in context. This establishes whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Neuberger Berman trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Neuberger Berman leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Neuberger Berman trades at a lower forward P/E than peers despite similar earnings growth, which may reflect differences in perceived risk or growth durability. Competitive positioning can change as margins, market share, and balance-sheet flexibility shift.

Neuberger Berman High inputs come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework.

Editorial review and methodology oversight provided by: Raphi Shpitalnik, Junior Member of Macroaxis Editorial Board