Neuberger Berman Long Fund Manager Performance Evaluation

NLSCX Fund  USD 16.94  0.01  0.06%   
The fund secures a Beta (Market Risk) of 0.29, 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

9 of 100

 
Low
 
High
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Long are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental 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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Expense Ratio Date28th of February 2023
Expense Ratio2.4200
  

Neuberger Berman Relative Risk vs. Return Landscape

If you would invest  1,657  in Neuberger Berman Long on December 30, 2023 and sell it today you would earn a total of  37.00  from holding Neuberger Berman Long or generate 2.23% return on investment over 90 days. Neuberger Berman Long is currently producing 0.0366% returns and takes up 0.2898% volatility of returns over 90 trading days. Put another way, 2% 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  
Assuming the 90 days horizon Neuberger Berman is expected to generate 3.8 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.98 times less risky than the market. It trades about 0.13 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

Neuberger Berman Current Valuation

Fairly Valued
Today
16.94
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 Long secures a last-minute Real Value of $16.9 per share. The latest price of the fund is $16.94. We determine the value of Neuberger Berman Long 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 Long 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  16.94 Real  16.9 Hype  16.94 Naive  16.92
The real value of Neuberger Mutual Fund, also known as its intrinsic value, is the underlying worth of Neuberger Berman Long 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.
16.90
Real Value
17.19
Upside
Estimating the potential upside or downside of Neuberger Berman Long 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
16.8216.9117.00
Details
Hype
Prediction
LowEstimatedHigh
16.6516.9417.23
Details
Naive
Forecast
LowNext ValueHigh
16.6216.9217.21
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 Long, 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 = 0.1264

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Estimated Market Risk

 0.29
  actual daily
2
98% of assets are more volatile

Expected Return

 0.04
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.13
  actual daily
9
91% of assets perform better
Based on monthly moving average Neuberger Berman is performing at about 9% 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.

About Neuberger Berman Performance

To evaluate Neuberger Berman Long 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 Long 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 seeks to achieve its goal primarily by taking long and short positions in the global securities markets. It uses long or short positions in common and preferred equity securities, exchange traded funds , fixed income securities and restricted securities. The fund may invest in securities of, and derivative contracts on, U.S. and non-U.S. companies. Futures, swaps, forwards or options may be used in an attempt to increase returns andor reduce risks.

Things to note about Neuberger Berman Long 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 Long help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 20.82% 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Neuberger Berman Long. 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 main economic indicators.
Note that the Neuberger Berman Long 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 the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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When running Neuberger Berman's 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 the 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 if Neuberger Berman is a good investment 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.