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NHS vs BJUL

Comparison between Neuberger Berman High Yield Strategies Fund (NHS, ETF) and Innovator U.S. Equity Buffer ETF - July (BJUL, ETF).

5-Year PerformanceBJUL has outperformed NHS, delivering a return of +11.4% compared to -1.8%

NHS vs BJUL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NHS
$285M
BJUL
$285M
Expense Ratio
NHS
N/A
BJUL
0.79%
Max Drawdown
NHS
73.16%
Winner
BJUL
24.03%
Sharpe Ratio
NHS
-0.45
Winner
BJUL
1.78
5Y Beta
Winner
NHS
0.37
BJUL
0.66
5Y Dividends CAGR
NHS
1.63%
BJUL
N/A

NHS vs BJUL - Historical Returns

Returns include dividend reinvestment.

1M
NHS
-1.37%
Winner
BJUL
+1.24%
3M
NHS
-13.07%
Winner
BJUL
+5.28%
6M
NHS
-5.62%
Winner
BJUL
+6.21%
1Y
NHS
-2.54%
Winner
BJUL
+19.08%
5Y(CAGR)
NHS
-1.79%
Winner
BJUL
+11.36%
10Y(CAGR)
NHS
+5.27%
BJUL
N/A
Max(CAGR)
NHS
+6.80%
Winner
BJUL
+9.99%

NHS vs BJUL - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearNHSBJUL
2026-8.80%+5.69%
2025+13.55%+14.00%
2024+10.34%+19.20%
2023+3.61%+22.22%
2022-23.51%-7.58%
2021+16.38%+11.66%
2020+5.34%+8.50%
2019+38.45%+17.26%
2018-11.00%-8.49%
2017+8.92%N/A
2016+26.03%N/A
2015-10.40%N/A
2014+0.67%N/A
2013+1.87%N/A
2012+9.26%N/A
2011+9.17%N/A
2010+24.93%N/A
2009+103.49%N/A
2008-37.64%N/A
2007-13.02%N/A
2006+6.05%N/A
2005+6.36%N/A
2004+15.56%N/A
2003+10.45%N/A

NHS vs BJUL Drawdown Comparison

The maximum drawdown for NHS was -64.75%, occurring on Nov 21, 2008. Recovery took 577 trading sessions.

The maximum drawdown for BJUL was -24.03%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The current NHS drawdown is -14.65%. The current BJUL drawdown is -0.56%.

RankNHSBJUL
#1-64.75%
Jun 4, 2007 - Sep 16, 2009
-24.03%
Feb 13, 2020 - Aug 12, 2020
#2-43.00%
Feb 21, 2020 - Dec 3, 2020
-14.06%
Feb 19, 2025 - Jun 24, 2025
#3-37.40%
Nov 12, 2021 - Feb 4, 2026
-13.23%
Sep 21, 2018 - Apr 23, 2019
#4-24.62%
Jun 30, 2014 - Aug 10, 2016
-13.19%
Jan 4, 2022 - Jun 2, 2023
#5-21.48%
May 26, 2011 - Feb 13, 2012
-7.47%
Jul 31, 2023 - Nov 20, 2023
#6-18.05%
Oct 9, 2017 - Feb 20, 2019
-6.06%
Jul 16, 2024 - Aug 23, 2024
#7-17.01%
Feb 26, 2026 - Mar 30, 2026
-5.40%
Feb 25, 2026 - Apr 13, 2026
#8-15.06%
Apr 26, 2010 - Jun 24, 2010
-4.53%
Sep 2, 2020 - Oct 12, 2020
#9-14.76%
Mar 19, 2004 - Aug 30, 2004
-4.51%
Oct 12, 2020 - Nov 6, 2020
#10-13.33%
Sep 28, 2012 - Feb 26, 2014
-4.36%
Jul 26, 2019 - Oct 25, 2019
#11-12.17%
Jan 10, 2006 - Sep 20, 2006
-3.43%
Apr 1, 2024 - May 7, 2024
#12-11.90%
Dec 31, 2004 - Jul 8, 2005
-3.07%
Aug 30, 2021 - Oct 19, 2021
#13-10.06%
Oct 13, 2010 - Jan 31, 2011
-2.96%
Apr 29, 2019 - Jul 2, 2019
#14-9.11%
Oct 25, 2016 - Jan 4, 2017
-2.93%
Aug 30, 2024 - Sep 17, 2024
#15-6.95%
Sep 23, 2009 - Dec 14, 2009
-2.77%
Oct 27, 2025 - Nov 28, 2025

Correlation

Correlation between NHS and BJUL is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

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