Neuberger Berman Re Fund Manager Performance Evaluation
| NRO Fund | USD 3.71 0.08 2.11% |
The fund secures a Beta (Market Risk) of 0.16, 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 Re has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, Neuberger Berman is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.
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| Expense Ratio | 2.0600 |
Neuberger |
Neuberger Berman Relative Risk vs. Return Landscape
If you would invest 392.00 in Neuberger Berman Re on September 12, 2024 and sell it today you would lose (21.00) from holding Neuberger Berman Re or give up 5.36% of portfolio value over 90 days. Neuberger Berman Re is generating negative expected returns assuming volatility of 1.1948% on return distribution over 90 days investment horizon. In other words, 10% of funds are less volatile than Neuberger, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
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Neuberger Berman Current Valuation
Fairly Valued
Today
Please note that Neuberger Berman's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be fairly valued. Neuberger Berman secures a last-minute Real Value of $3.76 per share. The latest price of the fund is $3.71. We determine the value of Neuberger Berman from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Neuberger Berman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Neuberger 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 3.71 | Real 3.76 | Hype 3.71 | Naive 3.7 |
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 Re helps investors to forecast how Neuberger 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 funds, such as Neuberger Berman Re, 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 = -0.0672
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| Negative Returns | NRO |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.08 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 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 Fund performance.
| Return On Equity | 1.41 | ||||
| Return On Asset | 1.36 | ||||
| Profit Margin | 34.31 % | ||||
| Operating Margin | 68.43 % | ||||
| Current Valuation | 227.51 M | ||||
| Shares Outstanding | 47.44 M | ||||
| Price To Earning | 46.64 X | ||||
| Price To Book | 0.91 X | ||||
| Price To Sales | 17.88 X | ||||
| Revenue | 9.39 M | ||||
| Cash And Equivalents | 1000 K | ||||
| Cash Per Share | 0.02 X | ||||
| Total Debt | 70 M | ||||
| Debt To Equity | 0.32 % | ||||
| Book Value Per Share | 3.89 X | ||||
| Cash Flow From Operations | 7.64 M | ||||
| Earnings Per Share | (1.51) X | ||||
| Total Asset | 451.84 M | ||||
| Retained Earnings | (505.86 M) | ||||
About Neuberger Berman Performance
By examining Neuberger Berman's fundamental ratios, stakeholders can obtain critical insights into Neuberger Berman's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Neuberger Berman is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Neuberger Berman Real Estate Securities Income Fund, Inc. is a closed-ended equity mutual fund launched and managed by Neuberger Berman LLC. It is co-managed by Neuberger Berman Management LLC. The fund invests in the public equity markets of the United States. It typically invests in stocks of companies operating in the real estate sector including real estate investment trusts. The fund invests in growth stocks of companies operating across all market capitalizations. It employs a fundamental analysis including direct real estate analysis, on-site real estate analysis, and frequent meetings with company management to make its investments. The fund benchmarks the performance of its portfolio against the NAREIT Equity Index and SP 500 Index. Neuberger Berman Real Estate Securities Income Fund, Inc was formed on October 28, 2003 and is domiciled in the United States.Things to note about Neuberger Berman performance evaluation
Checking the ongoing alerts about Neuberger Berman for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Neuberger Berman help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Neuberger Berman generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% |
- 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of Neuberger Berman's fund. These opinions can provide insight into Neuberger Berman's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Neuberger Fund
Neuberger Berman financial ratios help investors to determine whether Neuberger Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
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