Performance analysis of NBH (Neuberger Berman Municipal Fund)
Annual Return
Over the past 3 years, NBH has had an average annual return of +6.87%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NBH has had an average annual return of -3.01%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, NBH has had an average annual return of +0.80%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 22, 2002, NBH has had an average annual return of +3.98%, underperforming the benchmark SPY, which returned +11.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.39% | +4.22% | +5.31% | +3.99% | -28.16% | +5.63% | +3.72% | +28.02% | -9.40% | -4.02% | +9.33% | +6.68% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +17.74% | -8.16% | +6.63% | +20.27% | +10.79% | +24.66% | -6.98% | -1.85% | +9.81% | +7.50% | +2.87% | +6.02% |
| 2002 | |||||||||||
| -9.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.90% | +1% | -2.91% | +0.83% | +2.74% | -0.14% | +5.39% | ||||||
| 2025 | +1.97% | +2.71% | -2.57% | -2.08% | -2.03% | +0.14% | +0.25% | +1.37% | +5% | +0.43% | -0.44% | -0.35% | +4.22% |
| 2024 | -0.75% | +1.64% | +1.38% | -3.27% | +1.96% | +4.56% | +3.97% | +0.22% | +1.31% | -1.95% | +1.05% | -4.55% | +5.31% |
| 2023 | +8.16% | -7.46% | +6.22% | -2.49% | -5.00% | +2.46% | +0.75% | -3.70% | -6.59% | -3.39% | +12.17% | +4.93% | +3.99% |
| 2022 | -6.31% | -2.15% | -4.15% | -9.49% | +1.09% | -6.72% | +5.37% | -3.92% | -9.43% | -4.25% | +16.19% | -6.09% | -28.16% |
| 2021 | +0.54% | +3.04% | +2.06% | +5.37% | -3.52% | +0.82% | -0.67% | +6.11% | -4.26% | -4.78% | +6.91% | -5.11% | +5.63% |
| 2020 | +2.74% | -0.12% | -6.22% | -7.28% | +4.97% | -1.33% | +12.87% | -2.83% | +2.40% | -7.71% | +8.85% | -0.50% | +3.72% |
| 2019 | +9.43% | +1.10% | +3.83% | +2.04% | -0.94% | +1.82% | +6.05% | +1.06% | +0.08% | +1.19% | +0.72% | -0.94% | +28.02% |
| 2018 | -4.48% | +1.97% | -3.03% | -1.29% | +2.09% | -0.42% | -0.86% | +1.80% | -0.86% | -5.71% | +1.92% | -0.60% | -9.40% |
| 2017 | -3.54% | -2.06% | -1.99% | +1.34% | +2.99% | -0.48% | +2.62% | +1.34% | -1.67% | -2.43% | +0.38% | -0.35% | -4.02% |
Drawdown analysis of NBH (Neuberger Berman Municipal Fund)
The maximum drawdown for the NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current NBH drawdown is -22.41%.
Since Oct 22, 2002 NBH has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.50% | Aug 27, 2021 | 543 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -32.21% | Feb 25, 2020 | 19 | Mar 23, 2020 | 203 | Jan 11, 2021 | 222 |
| -26.06% | Jan 16, 2008 | 186 | Oct 10, 2008 | 58 | Jan 5, 2009 | 244 |
| -21.60% | Nov 23, 2012 | 176 | Aug 7, 2013 | 335 | Dec 4, 2014 | 511 |
| -18.62% | Aug 23, 2016 | 590 | Dec 27, 2018 | 138 | Jul 17, 2019 | 728 |
| -15.99% | Mar 17, 2004 | 40 | May 13, 2004 | 275 | Jun 16, 2005 | 315 |
| -13.78% | Nov 1, 2002 | 31 | Dec 17, 2002 | 97 | May 8, 2003 | 128 |
| -12.64% | Jul 3, 2003 | 37 | Aug 26, 2003 | 127 | Feb 27, 2004 | 164 |
| -12.16% | Oct 26, 2010 | 55 | Jan 13, 2011 | 149 | Aug 17, 2011 | 204 |
| -10.83% | Jan 5, 2009 | 2 | Jan 7, 2009 | 91 | May 19, 2009 | 93 |
| -8.96% | Sep 27, 2006 | 286 | Nov 15, 2007 | 39 | Jan 14, 2008 | 325 |
| -8.22% | Feb 24, 2012 | 15 | Mar 16, 2012 | 10 | Mar 30, 2012 | 25 |
| -7.70% | Aug 2, 2012 | 15 | Aug 23, 2012 | 16 | Sep 17, 2012 | 31 |
| -7.43% | Jan 28, 2015 | 91 | Jun 9, 2015 | 83 | Oct 6, 2015 | 174 |
| -7.39% | Feb 9, 2021 | 9 | Feb 23, 2021 | 36 | Apr 15, 2021 | 45 |
| -6.69% | May 4, 2021 | 7 | May 13, 2021 | 31 | Jun 28, 2021 | 38 |
| -6.64% | Jun 28, 2021 | 17 | Jul 22, 2021 | 23 | Aug 24, 2021 | 40 |
| -6.40% | Sep 13, 2005 | 71 | Dec 22, 2005 | 23 | Jan 27, 2006 | 94 |
| -6.36% | Aug 27, 2019 | 12 | Sep 13, 2019 | 21 | Oct 14, 2019 | 33 |
| -5.86% | May 26, 2009 | 19 | Jun 22, 2009 | 29 | Aug 3, 2009 | 48 |
| -5.63% | Oct 7, 2009 | 6 | Oct 15, 2009 | 46 | Dec 21, 2009 | 52 |
| -5.32% | Jan 11, 2021 | 4 | Jan 15, 2021 | 15 | Feb 8, 2021 | 19 |
| -5.28% | Mar 1, 2006 | 38 | Apr 25, 2006 | 63 | Jul 25, 2006 | 101 |
| -4.99% | Sep 26, 2012 | 27 | Nov 6, 2012 | 9 | Nov 19, 2012 | 36 |
| -4.88% | May 24, 2012 | 12 | Jun 12, 2012 | 13 | Jun 29, 2012 | 25 |