Performance analysis of NHS (Neuberger Berman High Yield Strategies Fund)
Annual Return
Over the past 3 years, NHS has had an average annual return of +8.24%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, NHS has had an average annual return of -1.67%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, NHS has had an average annual return of +5.47%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 29, 2003, NHS has had an average annual return of +6.82%, underperforming the benchmark SPY, which returned +11.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.59% | +14.76% | +11.06% | +3.73% | -22.96% | +15.78% | +4.49% | +39.03% | -11.45% | +8.64% | +26.40% | -10.55% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +0.59% | +3.34% | +10.14% | +10.79% | +24.62% | +114.01% | -37.59% | -11.76% | +6.73% | +5.01% | +15.13% | +10.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.41% | +2.78% | -14.53% | +1.07% | +0.50% | -0.94% | -8.59% | ||||||
| 2025 | +3.89% | +3.13% | -1.39% | +1.90% | -1.71% | +2.67% | -1.16% | +3.05% | +0.71% | +1.51% | -1.71% | +3.19% | +14.76% |
| 2024 | +5.34% | +1.74% | +0.75% | -0.86% | +1.01% | +0.23% | +4.89% | +2.99% | +6.12% | -4.39% | -3.52% | -3.10% | +11.06% |
| 2023 | +6.36% | -5.65% | +2.82% | +7.53% | -15.99% | +0.52% | +4.45% | +1.95% | -2.19% | -5.37% | +6.97% | +5.01% | +3.73% |
| 2022 | -8.65% | -0.32% | +3.42% | -13.86% | -5.47% | -7.30% | +10.02% | -1.61% | -10.20% | +5.19% | +12.06% | -5.42% | -22.96% |
| 2021 | +1.72% | +4.23% | +6.33% | +0.31% | +4.47% | +0.31% | -2.50% | -1.40% | +1.44% | +4.59% | -4.59% | +0.40% | +15.78% |
| 2020 | +1.06% | -4.49% | -25.45% | +13.37% | +10.97% | -2.63% | +8.95% | +1.44% | -0.63% | -2.28% | +8.30% | +1.99% | +4.49% |
| 2019 | +11.47% | +5.95% | +0.67% | +6.18% | -3.62% | +3.42% | +1.38% | +1.38% | +2.71% | -0.41% | +1.69% | +3.34% | +39.03% |
| 2018 | -2.20% | -1.20% | -0.07% | -0.31% | -0.68% | -0.14% | +1.17% | +1.62% | +0.24% | -5.08% | +0.05% | -5.23% | -11.45% |
| 2017 | +3.44% | +1.34% | -0.90% | +2.06% | +0.10% | -0.23% | +1.96% | -0.10% | +2.25% | +0.35% | -2.68% | +0.88% | +8.64% |
Drawdown analysis of NHS (Neuberger Berman High Yield Strategies Fund)
The maximum drawdown for the NHS was -64.75%, occurring on Nov 21, 2008. Recovery took 204 trading sessions.
The current NHS drawdown is -14.10%.
Since Jul 29, 2003 NHS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.75% | Jun 4, 2007 | 373 | Nov 21, 2008 | 204 | Sep 16, 2009 | 577 |
| -43.00% | Feb 21, 2020 | 21 | Mar 23, 2020 | 178 | Dec 3, 2020 | 199 |
| -37.40% | Nov 12, 2021 | 151 | Jun 22, 2022 | 908 | Feb 4, 2026 | 1059 |
| -24.61% | Jun 30, 2014 | 393 | Jan 21, 2016 | 140 | Aug 10, 2016 | 533 |
| -21.48% | May 26, 2011 | 50 | Aug 8, 2011 | 130 | Feb 13, 2012 | 180 |
| -18.05% | Oct 9, 2017 | 303 | Dec 21, 2018 | 39 | Feb 20, 2019 | 342 |
| -17.01% | Feb 26, 2026 | 22 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -15.06% | Apr 26, 2010 | 18 | May 20, 2010 | 24 | Jun 24, 2010 | 42 |
| -14.76% | Mar 19, 2004 | 41 | May 18, 2004 | 71 | Aug 30, 2004 | 112 |
| -13.33% | Sep 28, 2012 | 32 | Nov 15, 2012 | 320 | Feb 26, 2014 | 352 |
| -12.17% | Jan 10, 2006 | 11 | Jan 26, 2006 | 164 | Sep 20, 2006 | 175 |
| -11.91% | Dec 31, 2004 | 58 | Mar 28, 2005 | 72 | Jul 8, 2005 | 130 |
| -10.07% | Oct 13, 2010 | 44 | Dec 15, 2010 | 31 | Jan 31, 2011 | 75 |
| -9.11% | Oct 25, 2016 | 14 | Nov 14, 2016 | 34 | Jan 4, 2017 | 48 |
| -6.95% | Sep 23, 2009 | 27 | Oct 30, 2009 | 30 | Dec 14, 2009 | 57 |
| -6.80% | Feb 11, 2011 | 22 | Mar 16, 2011 | 15 | Apr 6, 2011 | 37 |
| -6.79% | Feb 24, 2012 | 58 | May 17, 2012 | 27 | Jun 26, 2012 | 85 |
| -6.46% | Jul 2, 2021 | 45 | Sep 7, 2021 | 30 | Oct 19, 2021 | 75 |
| -6.11% | Jan 20, 2004 | 24 | Feb 24, 2004 | 18 | Mar 19, 2004 | 42 |
| -5.63% | Aug 15, 2003 | 2 | Aug 19, 2003 | 33 | Oct 6, 2003 | 35 |
| -5.55% | Aug 6, 2010 | 14 | Aug 26, 2010 | 17 | Sep 21, 2010 | 31 |
| -5.53% | Jun 24, 2010 | 7 | Jul 6, 2010 | 14 | Jul 26, 2010 | 21 |
| -4.86% | Sep 8, 2016 | 3 | Sep 13, 2016 | 13 | Sep 30, 2016 | 16 |
| -4.73% | Oct 3, 2005 | 8 | Oct 13, 2005 | 41 | Dec 12, 2005 | 49 |
| -4.55% | Mar 2, 2017 | 8 | Mar 14, 2017 | 29 | Apr 25, 2017 | 37 |