Neuberger Mutual Fund Manager Performance Evaluation

NBPIX -  USA Fund  

USD 45.47  0.06  0.13%

The fund secures a Beta (Market Risk) of -0.0903, which conveys not very significant fluctuations relative to the market. Let's try to break down what Neuberger's beta means in this case. 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. Although it is extremely important to respect Neuberger Berman Large 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 Large technical indicators, you can presently evaluate if the expected return of 0.0568% will be sustainable into the future.

Neuberger Mutual Fund Performance 

 
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Neuberger Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Large are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. 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.
Fifty Two Week Low35.43
Fifty Two Week High47.31
Annual Report Expense Ratio0.68%

Neuberger Berman Relative Risk vs. Return Landscape

If you would invest  4,400  in Neuberger Berman Large on September 10, 2021 and sell it today you would earn a total of  147.00  from holding Neuberger Berman Large or generate 3.34% return on investment over 90 days. Neuberger Berman Large is currently producing 0.0568% returns and takes up 1.0499% volatility of returns over 90 trading days. Put another way, 9% 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 generate 1.19 times more return on investment than the market. However, the company is 1.19 times more volatile than its market benchmark. It trades about 0.05 of its potential returns per unit of risk. The DOW is currently generating roughly 0.06 per unit of risk.

Neuberger Berman Current Valuation

Overvalued
Today
45.47
9th of December 2021
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Please note that Neuberger Berman's price fluctuation is very steady at this time.
Neuberger Berman Large secures a last-minute Real Value of $42.88 per share. The latest price of the fund is $45.47. At this time, the fund appears to be overvalued. We determine the value of Neuberger Berman Large from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point, stock 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.
42.88
Real Value
50.02
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
43.6445.5147.38
Details
Hype
Prediction
LowEstimated ValueHigh
44.4245.4746.52
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.640.650.65
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 = 0.0541

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Estimated Market Risk
 1.05
  actual daily
 
 9 %
of total potential
 
99
Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.05
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 3 %
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33
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.

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 stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 it 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. Our stock 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 Alerts

Equity Alerts and Improvement Suggestions

Neuberger Berman is unlikely to experience financial distress in the next 2 years
The fund maintains about 6.3% of its assets in cash
Additionally, see Stocks Correlation. Note that the Neuberger Berman Large information on this page should be used as a complementary analysis to other Neuberger Berman's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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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.