Neuberger Berman Guardian Fund Manager Performance Evaluation
| NGDRX Fund | USD 29.86 0.18 0.61% |
The fund secures a Beta (Market Risk) of 0.78, 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
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Guardian are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Neuberger Berman may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.3600 |
Neuberger |
Neuberger Berman Relative Risk vs. Return Landscape
If you would invest 2,752 in Neuberger Berman Guardian on September 1, 2024 and sell it today you would earn a total of 234.00 from holding Neuberger Berman Guardian or generate 8.5% return on investment over 90 days. Neuberger Berman Guardian is currently producing 0.1311% returns and takes up 0.844% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Neuberger, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Neuberger Berman Current Valuation
Fairly Valued
Today
Please note that Neuberger Berman's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Neuberger Berman Guardian secures a last-minute Real Value of $29.51 per share. The latest price of the fund is $29.86. We determine the value of Neuberger Berman Guardian from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Neuberger Berman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Neuberger Mutual Fund. However, Neuberger Berman's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 29.86 | Real 29.51 | Hype 29.86 | Naive 29.92 |
The intrinsic value of Neuberger Berman's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Neuberger Berman's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Neuberger Berman Guardian helps investors to forecast how Neuberger mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Neuberger Berman more accurately as focusing exclusively on Neuberger Berman's fundamentals will not take into account other important factors: 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 Guardian, 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 = 0.1553
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| Cash | NGDRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Neuberger Berman is performing at about 12% 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.
Neuberger Berman Fundamentals Growth
Neuberger Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Neuberger Berman, and Neuberger Berman fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Neuberger Mutual Fund performance.
| Price To Earning | 3.33 X | ||||
| Price To Book | 2.87 X | ||||
| Price To Sales | 1.70 X | ||||
| Total Asset | 1.74 B | ||||
About Neuberger Berman Performance
Evaluating Neuberger Berman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Neuberger Berman has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Neuberger Berman has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000 Growth Index at the time of purchase. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment.Things to note about Neuberger Berman Guardian 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 Guardian 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.
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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