Neuberger Berman E Fund Manager Performance Evaluation
| NCRLX Fund | USD 8.60 0.02 0.23% |
The fund secures a Beta (Market Risk) of 0.25, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Neuberger Berman's returns are expected to increase less than the market. However, during the bear market, the loss of holding Neuberger Berman is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Neuberger Berman E has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential 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 | 28th of February 2023 | |
| Expense Ratio | 0.3800 |
Neuberger |
Neuberger Berman Relative Risk vs. Return Landscape
If you would invest 876.00 in Neuberger Berman E on January 20, 2024 and sell it today you would lose (16.00) from holding Neuberger Berman E or give up 1.83% of portfolio value over 90 days. Neuberger Berman E is currently producing negative expected returns and takes up 0.3987% volatility of returns over 90 trading days. Put another way, 3% 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
Fairly Valued
Today
Please note that Neuberger Berman's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Neuberger Berman E secures a last-minute Real Value of $8.64 per share. The latest price of the fund is $8.6. We determine the value of Neuberger Berman E 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 E 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 8.6 | Real 8.64 | Hype 8.6 |
The real value of Neuberger Mutual Fund, also known as its intrinsic value, is the underlying worth of Neuberger Berman E 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 E 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 E, 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 = -0.0714
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NCRLX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Neuberger Berman is not performing at its full potential. However, 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 Neuberger Berman 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.
| Total Asset | 589.74 M | ||||
About Neuberger Berman Performance
To evaluate Neuberger Berman E 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 E 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 in a diversified mix of debt securities, which primarily include government bonds, corporate bonds, mortgage-backed securities and asset-backed securities. It normally will not invest more than 15 percent of its total assets in non-U.S. dollar denominated securities and, through hedging strategies, and the adviser will attempt to limit its exposure to currencies other than the U.S. dollar to 5 percent of its total assets.Things to note about Neuberger Berman E 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 E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Neuberger Berman E generated a negative expected return over the last 90 days | |
| The fund generated three year return of -4.0% | |
| Neuberger Berman E maintains about 7.27% of its assets in cash |
- 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 E. 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 bureau of economic analysis. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.