Neuberger Berman (Ireland) Manager Performance Evaluation

IE00B3L3LS35 -- Ireland Fund  

USD 11.14  0.01  0.09%

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 extremely important to respect Neuberger Berman Div 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 Div technical indicators you can presently evaluate if the expected return of 0.2108% will be sustainable into the future.
Horizon     30 Days    Login   to change

Neuberger Berman Div Relative Risk vs. Return Landscape

If you would invest  1,107  in Neuberger Berman Diversified Cc USD Ins on September 17, 2018 and sell it today you would earn a total of  7.00  from holding Neuberger Berman Diversified Cc USD Ins or generate 0.63% return on investment over 30 days. Neuberger Berman Diversified Cc USD Ins is generating 0.2108% of daily returns and assumes 0.3651% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Neuberger Berman Diversified Cc USD Ins and 97% 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 Diversified Cc USD Ins is expected to generate 0.35 times more return on investment than the market. However, the company is 2.89 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

Neuberger Berman Current Valuation

Not valued
October 17, 2018
11.14
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Neuberger Berman is Unknown risk asset. Neuberger Berman Div last-minute Real Value cannot be determined due to lack of data. The latest price of Neuberger Berman Div is $11.14. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Neuberger Berman Div 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 = 0.5774
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Neuberger Berman Relative Performance Indicators

Estimated Market Risk
 0.37
  actual daily
 
 97 %
of total potential
  
Expected Return
 0.21
  actual daily
 
 3 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Neuberger Berman is performing at about 38% 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 Diversified Cc USD Ins Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Diversified Cc USD Ins are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Neuberger Berman Alerts

Equity Alerts and Improvement Suggestions

Neuberger Berman Div is not yet fully synchronised with the market data
The fund retains about 100.0% of its assets under management (AUM) in cash

Neuberger Berman Performance Indicators

Neuberger Berman Div Basic Price Performance Measures

Fifty Two Week Low10.9700
Fifty Two Week High10.9700
Annual Report Expense Ratio0.88%
Please also check Risk vs Return Analysis. Please also try Money Managers module to screen money managers from public funds and etfs managed around the world.
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