NEUBERGER Mutual Fund Manager Performance Evaluation

The fund secures a Beta (Market Risk) of 0.7852, 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. Although it is important to respect NEUBERGER BERMAN LARGE price patterns, it is better to be realistic regarding the information on the equity's historical price patterns. The approach into 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 inspecting NEUBERGER BERMAN LARGE technical indicators, you can now evaluate if the expected return of 0.16% will be sustainable into the future.
  
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  4,278  in NEUBERGER BERMAN LARGE on October 29, 2022 and sell it today you would earn a total of  133.00  from holding NEUBERGER BERMAN LARGE or generate 3.11% return on investment over 90 days. NEUBERGER BERMAN LARGE is currently producing 0.1563% returns and takes up 0.8062% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than NEUBERGER, and 97% 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 generate 1.98 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.05 times less risky than the market. It trades about 0.19 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.37 of returns per unit of risk over similar time horizon.

NEUBERGER BERMAN Current Valuation

Undervalued
Today 44.11
Please note that NEUBERGER BERMAN's price fluctuation is not too volatile at this time.
NEUBERGER BERMAN LARGE secures a last-minute Real Value of $5.47 per share. The latest price of the fund is $44.11. At this time, the fund appears to be undervalued. 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.
5.47
Real Value
6.28
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
0.000.000.81
Details

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 = 0.1939

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Estimated Market Risk
 0.81
  actual daily
 
 7 %
of total potential
 
77
Expected Return
 0.16
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.19
  actual daily
 
 14 %
of total potential
 
1414
Based on monthly moving average NEUBERGER BERMAN is performing at about 14% 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.

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

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.
Additionally, see Correlation Analysis. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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.