NEUBERGER Mutual Fund Manager Performance Evaluation

Mutual Funds USA . 
Fund . NEUBERGER BERMAN LARGE
NBPIX Fund  USD 41.01  1.71  1.09%   
The fund secures a Beta (Market Risk) of 0.7196, which conveys possible diversification benefits within a given portfolio. Let's try to break down what NEUBERGER's beta means in this case. As returns on the market increase, NEUBERGER BERMAN returns are expected to increase less than the market. However, during the bear market, the loss on holding NEUBERGER BERMAN will be expected to be smaller as well. Even though it is essential to pay attention to NEUBERGER BERMAN LARGE price patterns, it is always good to be careful when utilizing equity historical price patterns. Our approach into estimating any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. NEUBERGER BERMAN exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  

NEUBERGER Performance

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Over the last 90 days NEUBERGER BERMAN LARGE has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, NEUBERGER BERMAN is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low38.22
Fifty Two Week High47.63

NEUBERGER BERMAN Relative Risk vs. Return Landscape

If you would invest  4,303  in NEUBERGER BERMAN LARGE on December 21, 2022 and sell it today you would lose (200.00)  from holding NEUBERGER BERMAN LARGE or give up 4.65% of portfolio value over 90 days. NEUBERGER BERMAN LARGE is currently producing negative expected returns and takes up 0.7712% volatility of returns over 90 trading days. Put another way, 6% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon NEUBERGER BERMAN is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.21 times less risky than the market. the firm trades about -0.1 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.05 of returns per unit of risk over similar time horizon.

NEUBERGER BERMAN Current Valuation

Fairly Valued
Today 41.03
Please note that NEUBERGER BERMAN's price fluctuation is very steady at this time.
NEUBERGER BERMAN LARGE secures a last-minute Real Value of $41.46 per share. The latest price of the fund is $41.03. At this time, the fund appears to be fairly valued. We determine the value of NEUBERGER BERMAN LARGE from inspecting 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 future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for NEUBERGER BERMAN LARGE 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.
41.46
Real Value
42.23
Upside
Estimating the potential upside or downside of NEUBERGER BERMAN LARGE 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:
Hype
Prediction
LowEstimated ValueHigh
40.2641.0341.80
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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 LARGE, 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 = -0.099

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Negative ReturnsNBPIX

Estimated Market Risk

 0.77
  actual daily
 6 
94% of assets are more volatile
66

Expected Return

 -0.08
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 -0.1
  actual daily
 0 
Most of other assets perform better
00
Based on monthly moving average NEUBERGER BERMAN is performing at about 0% 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 Earning15.91 X
Price to Book1.53 X
Price to Sales1.80 X
Total Asset9.64 B

About NEUBERGER BERMAN Performance

To evaluate NEUBERGER BERMAN LARGE 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 LARGE 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 normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies, which the portfolio managers defines as those with a market capitalization within the market capitalization range of the Russell 1000 Value Index at the time of purchase. Neuberger Berman is traded on NASDAQ Exchange in the United States.

Things to note about NEUBERGER BERMAN LARGE 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 LARGE help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
NEUBERGER BERMAN generated a negative expected return over the last 90 days
NEUBERGER BERMAN is unlikely to experience financial distress in the next 2 years
The fund maintains about 5.39% of its assets in cash
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.
It's essential to remember that evaluating NEUBERGER BERMAN's mutual fund performance is not an exact science, and many factors can impact NEUBERGER BERMAN's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Additionally, see Correlation Analysis. You can also try Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

Complementary Tools for analysis

When running NEUBERGER BERMAN LARGE price analysis, check to measure NEUBERGER BERMAN's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy NEUBERGER BERMAN is operating at the current time. Most of NEUBERGER BERMAN's value examination focuses on studying past and present price action to predict the probability of NEUBERGER BERMAN's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move NEUBERGER BERMAN's price. Additionally, you may evaluate how the addition of NEUBERGER BERMAN to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between NEUBERGER BERMAN's value and its price as these two are different measures arrived at by different means. Investors typically determine NEUBERGER BERMAN value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, NEUBERGER BERMAN's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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