Neuberger Berman Strategic Fund Net Income
| NRSIX Fund | USD 10.19 0.01 0.1% |
Momentum
Impartial
Oversold | Overbought |
As of the 11th of March 2026, shares of NEUBERGER BERMAN change hands at 10.19 per share. Momentum and volatility readings indicate Mean Deviation of 0.1202, risk adjusted performance of 0.0267, and Downside Deviation of 0.2049. The system measures statistical relationships between price fluctuations and trading activity. Indicator values are assessed relative to historical performance bands.
A thorough review of NEUBERGER BERMAN's financial statements uncovers patterns in revenue, profitability, and financial risk that are essential for forming an accurate valuation. Key drivers are shown below:Neuberger Berman Strategic does not currently have any fundamental trend indicators for analysis. See Equity Screeners for additional equity screening tools. This adds neutral context for broader instrument coverage.NEUBERGER |
NEUBERGER BERMAN 'What if' Analysis
Running a what-if backtest on Neuberger Berman Strategic gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. Used properly, this review helps investors decide whether NEUBERGER BERMAN's historical reward profile was stable enough to support the current thesis.
| 12/11/2025 |
| 03/11/2026 |
An initial 0.00 allocation to NEUBERGER BERMAN on December 11, 2025 held through today would generate 0.00 in total gains. That corresponds to a 0.0% total return in NEUBERGER BERMAN overall over 90 days.. NEUBERGER BERMAN is often compared with TIAA-CREF SOCIAL, FIDELITY INTERMEDIATE, Franklin Mutual, FIDELITY INTERNATIONAL, BLACKROCK SCIENCE, BlackRock Science, and Vanguard Intermediate based on sector and business overlap. Peer context helps frame relative positioning. The fund invests primarily in a diversified mix of debt securities More
NEUBERGER BERMAN Momentum Range Indicators Overview
This section highlights upside and downside signals that contextualize NEUBERGER BERMAN price behavior. They compare current price to recent trend and sentiment readings.
| Downside Deviation | 0.2049 | |||
| Information Ratio | 0.0984 | |||
| Maximum Drawdown | 0.881 | |||
| Value At Risk | -0.29 | |||
| Potential Upside | 0.1988 |
NEUBERGER BERMAN Volatility and Risk Indicators Overview
This section presents risk metrics that describe NEUBERGER BERMAN's historical price variability. The metrics rely on historical prices to describe variability over time.| Risk Adjusted Performance | 0.0267 | |||
| Jensen Alpha | 0.0041 | |||
| Total Risk Alpha | 0.0063 | |||
| Sortino Ratio | 0.0793 | |||
| Treynor Ratio | 0.0854 |
The mean reversion principle applied to NEUBERGER BERMAN's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
NEUBERGER BERMAN Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0267 | |||
| Market Risk Adjusted Performance | 0.0954 | |||
| Mean Deviation | 0.1202 | |||
| Semi Deviation | 0.084 | |||
| Downside Deviation | 0.2049 | |||
| Coefficient Of Variation | 1216.78 | |||
| Standard Deviation | 0.1652 | |||
| Variance | 0.0273 | |||
| Information Ratio | 0.0984 | |||
| Jensen Alpha | 0.0041 | |||
| Total Risk Alpha | 0.0063 | |||
| Sortino Ratio | 0.0793 | |||
| Treynor Ratio | 0.0854 | |||
| Maximum Drawdown | 0.881 | |||
| Value At Risk | -0.29 | |||
| Potential Upside | 0.1988 | |||
| Downside Variance | 0.042 | |||
| Semi Variance | 0.0071 | |||
| Expected Short fall | -0.16 | |||
| Skewness | 0.0291 | |||
| Kurtosis | 1.19 |
Neuberger Berman Backtested Returns
NEUBERGER BERMAN presents a very low volatility profile within the defined horizon. It exhibits a Sharpe Ratio (Efficiency) of 0.11, highlighting adjusted efficiency metrics. We identified twenty-eight technical indicators influencing the company's volatility profile. Please review metrics such as risk-adjusted performance of 0.0267, downside deviation of 0.2049, and mean deviation of 0.1202 to review dispersion measures. The fund secures a Beta (Market Risk) of 0.0419, which means 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 a bear market, the loss from holding NEUBERGER BERMAN is expected to be smaller as well.
Auto-correlation | 0.76 |
Good predictability
Neuberger Berman Strategic exhibits good predictability. Autocorrelation measures the degree of predictability between NEUBERGER BERMAN time series from 11th of December 2025 to 25th of January 2026 and from 25th of January 2026 to 11th of March 2026. The stronger the relationship between the current interval and its lagged values, the more accurately future price behavior of Neuberger Berman may be projected. A serial correlation of 0.76 indicates that around 76.0% of current NEUBERGER BERMAN price fluctuations can be explained by its historical price movements.
| Correlation Coefficient | 0.76 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Neuberger Berman Strategic reported net income of 0.0. This indicator is about the same for the Neuberger Berman average (which is currently at 0.0) family and about the same as Multisector Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
NEUBERGER Financial Ratios Relationships
Sector multiples frame NEUBERGER BERMAN's current valuation context. You can analyze the relationship between different fundamental ratios across NEUBERGER BERMAN competition to find correlations between indicators driving NEUBERGER BERMAN's intrinsic value. More Info.Neuberger Berman Strategic holds the number one position in price to book among similar funds. It holds the number one position in price to sales among similar funds fabricating about 0.32 of Price To Sales per Price To Book. The ratio of Price To Book to Price To Sales for Neuberger Berman Strategic is roughly 3.17 . Relative valuation frameworks compare NEUBERGER BERMAN across key financial ratios.Fund Asset Allocation for NEUBERGER BERMAN
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation for NEUBERGER BERMAN's involves dividing its investment portfolio among different asset categories - such as equities, bonds, and cash - to achieve the desired balance of risk and return.
The allocation within a mutual fund reflects its investment strategy and can span equities, fixed income, cash, and other assets depending on the fund's mandate. Fund managers make ongoing decisions about asset mix to align the portfolio with the fund's objectives and respond to.
NEUBERGER Fundamentals
| Price To Book | 0.38 X | |||
| Price To Sales | 0.12 X | |||
| Total Asset | 2.8 B | |||
| Annual Yield | 0.06 % | |||
| Year To Date Return | 0.60 % | |||
| One Year Return | 7.58 % | |||
| Three Year Return | 7.94 % | |||
| Five Year Return | 3.55 % | |||
| Ten Year Return | 4.63 % | |||
| Net Asset | 2.89 B | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 2.63 % | |||
| Bond Positions Weight | 18.27 % |
About NEUBERGER BERMAN Fundamentals
Liquidity and portfolio composition determine how NEUBERGER BERMAN behaves in stressed markets. Liquidity profile can affect NAV stability during market stress.
Unless otherwise specified, financial data for Neuberger Berman Strategic is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.