Neuberger Berman (Ireland) Manager Performance Evaluation

F00000Q3PJ -- Ireland Fund  

USD 12.30  0.20  1.65%

The fund secures Beta (Market Risk) of -0.361 which conveys that as returns on market increase, returns on owning Neuberger Berman are expected to decrease at a much smaller rate. During bear market, Neuberger Berman is likely to outperform the market.. Although it is extremely important to respect Neuberger Berman price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Neuberger Berman technical indicators you can presently evaluate if the expected return of 0.0535% will be sustainable into the future.
Horizon     30 Days    Login   to change

Neuberger Berman Relative Risk vs. Return Landscape

If you would invest  1,227  in Neuberger Berman US Rel Est Sec B Acc on August 25, 2018 and sell it today you would earn a total of  3.00  from holding Neuberger Berman US Rel Est Sec B Acc or generate 0.24% return on investment over 30 days. Neuberger Berman US Rel Est Sec B Acc is generating 0.0535% of daily returns and assumes 1.0767% volatility on return distribution over the 30 days horizon. Simply put, 9% of equities are less volatile than Neuberger Berman US Rel Est Sec B Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Neuberger Berman US Rel Est Sec B Acc is expected to generate 2.47 times less return on investment than the market. In addition to that, the company is 2.58 times more volatile than its market benchmark. It trades about 0.05 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.32 per unit of volatility.

Neuberger Berman Current Valuation

Not valued
September 24, 2018
12.30
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Neuberger Berman is Unknown risk asset. Neuberger Berman last-minute Real Value cannot be determined due to lack of data. The latest price of Neuberger Berman is $12.3. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Neuberger Berman from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Neuberger Berman Market Risk Analysis

Sharpe Ratio = 0.0497
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Neuberger Berman Relative Performance Indicators

Estimated Market Risk
 1.08
  actual daily
 
 91 %
of total potential
  
Expected Return
 0.05
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.05
  actual daily
 
 3 %
of total potential
  
Based on monthly moving average Neuberger Berman is performing at about 3% 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 Performance Rating

Neuberger Berman US Rel Est Sec B Acc Risk Adjusted Performance Analysis

3 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman US Rel Est Sec B Acc are ranked lower than 3 (%) of all funds and portfolios of funds over the last 30 days.

Neuberger Berman Alerts

Equity Alerts and Improvement Suggestions

The fund retains 98.74% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Balance Of Power module to check stock momentum by analyzing balance of power indicator and other technical ratios.
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