Neuberger Berman Genesis Fund Manager Performance Evaluation
| NBGNX Fund | USD 60.76 0.28 0.46% |
The fund secures a Beta (Market Risk) of -0.05, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Neuberger Berman are expected to decrease at a much lower rate. During the bear market, Neuberger Berman is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Genesis are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Neuberger Berman is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 19th of December 2022 | |
| Expense Ratio | 1.0000 |
Neuberger |
Neuberger Berman Relative Risk vs. Return Landscape
If you would invest 5,915 in Neuberger Berman Genesis on January 18, 2024 and sell it today you would earn a total of 161.00 from holding Neuberger Berman Genesis or generate 2.72% return on investment over 90 days. Neuberger Berman Genesis is currently producing 0.0474% returns and takes up 0.987% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Neuberger, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Neuberger Berman Current Valuation
Overvalued
Today
Please note that Neuberger Berman's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Neuberger Berman Genesis secures a last-minute Real Value of $55.81 per share. The latest price of the fund is $60.76. We determine the value of Neuberger Berman Genesis 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.
Our valuation method for Neuberger Berman Genesis is useful when determining the fair value of the Neuberger mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Neuberger Berman. 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 60.76 | Real 55.81 | Hype 60.76 |
The real value of Neuberger Mutual Fund, also known as its intrinsic value, is the underlying worth of Neuberger Berman Genesis Mutual Fund, which is reflected in its stock price. It is based on Neuberger Berman's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 Genesis 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 Genesis, 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 = 0.0481
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NBGNX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
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 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 | 24.52 X | ||||
| Price To Book | 3.51 X | ||||
| Price To Sales | 2.10 X | ||||
| Total Asset | 1.69 B | ||||
About Neuberger Berman Performance
To evaluate Neuberger Berman Genesis Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Neuberger Berman generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Neuberger Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Neuberger Berman Genesis market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Neuberger's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000 Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000 Index. The fund seeks to reduce risk by diversifying among many companies and industries.Things to note about Neuberger Berman Genesis 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 Genesis 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Neuberger Berman Genesis. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.