Neuberger Berman (Ireland) Manager Performance Evaluation

F00000T4JX -- Ireland Fund  

USD 15.44  0.16  1.03%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Neuberger Berman are completely uncorrelated. Although it is vital to follow to Neuberger Berman price patterns, it is good to be conservative about what you can actually do with the information regarding 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 0.4692% will be sustainable into the future.
Horizon     30 Days    Login   to change

Neuberger Berman Relative Risk vs. Return Landscape

If you would invest  1,516  in Neuberger Berman US Mlt Cp Opp I2 on September 16, 2018 and sell it today you would earn a total of  28.00  from holding Neuberger Berman US Mlt Cp Opp I2 or generate 1.85% return on investment over 30 days. Neuberger Berman US Mlt Cp Opp I2 is generating 0.4692% of daily returns and assumes 1.6926% volatility on return distribution over the 30 days horizon. Simply put, 15% of equities are less volatile than Neuberger Berman US Mlt Cp Opp I2 and 92% 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 Mlt Cp Opp I2 is expected to generate 1.65 times more return on investment than the market. However, the company is 1.65 times more volatile than its market benchmark. It trades about 0.28 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

Neuberger Berman Current Valuation

Not valued
October 16, 2018
15.44
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 $15.44. 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 = 0.2772
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Neuberger Berman Relative Performance Indicators

Estimated Market Risk
 1.69
  actual daily
 
 85 %
of total potential
  
Expected Return
 0.47
  actual daily
 
 8 %
of total potential
  
Risk-Adjusted Return
 0.28
  actual daily
 
 18 %
of total potential
  
Based on monthly moving average Neuberger Berman is performing at about 18% 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 Mlt Cp Opp I2 Risk Adjusted Performance Analysis

18 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman US Mlt Cp Opp I2 are ranked lower than 18 (%) of all funds and portfolios of funds over the last 30 days.

Neuberger Berman Alerts

Equity Alerts and Improvement Suggestions

Neuberger Berman is not yet fully synchronised with the market data
The fund retains 99.23% of its assets under management (AUM) in equities

Neuberger Berman Performance Indicators

Neuberger Berman Basic Price Performance Measures

Fifty Two Week Low13.5300
Fifty Two Week High13.5300
Annual Report Expense Ratio0.89%
Additionally see Investing Opportunities. Please also try World Markets Correlation module to find global opportunities by holding instruments from different markets.
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