NHS vs FRWD

Comparison between Neuberger Berman High Yield Strategies Fund (NHS, ETF) and Nomura Transformational Technologies ETF (FRWD, ETF).

NHS vs FRWD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NHS(ETF)	FRWD(ETF)
Net Assets	$285M	$285M
Expense Ratio	N/A	0.65%
Max Drawdown	73.16%	18.49%
Sharpe Ratio	-0.48	1.40
5Y Beta	0.38	2.08
P/E Ratio	N/A	43.94
Forward P/E	N/A	24.86
PEG Ratio	N/A	0.28
5Y Dividends CAGR	1.65%	N/A
5Y EPS CAGR	N/A	34.63%
P/S Ratio	N/A	4.51
P/B Ratio	N/A	12.90

Net Assets

Winner

NHS

$285M

FRWD

$285M

Expense Ratio

NHS

N/A

FRWD

0.65%

Max Drawdown

NHS

73.16%

Winner

FRWD

18.49%

Sharpe Ratio

NHS

-0.48

Winner

FRWD

1.40

5Y Beta

Winner

NHS

0.38

FRWD

2.08

P/E Ratio

NHS

N/A

FRWD

43.94

Forward P/E

NHS

N/A

FRWD

24.86

PEG Ratio

NHS

N/A

FRWD

0.28

5Y Dividends CAGR

NHS

1.65%

FRWD

N/A

5Y EPS CAGR

NHS

N/A

FRWD

34.63%

P/S Ratio

NHS

N/A

FRWD

4.51

P/B Ratio

NHS

N/A

FRWD

12.90

NHS vs FRWD - Historical Returns

Returns include dividend reinvestment.

Period	NHS	FRWD
1 month	+1.31%	-7.62%
3 months	-0.45%	+17.20%
6 months	-9.05%	+26.34%
1 year	-2.91%	N/A
5 years(CAGR)	-1.29%	N/A
10 years(CAGR)	+4.64%	N/A
Max(CAGR)	+6.76%	+58.34%

Winner

NHS

+1.31%

FRWD

-7.62%

NHS

-0.45%

Winner

FRWD

+17.20%

NHS

-9.05%

Winner

FRWD

+26.34%

NHS

-2.91%

FRWD

N/A

5Y(CAGR)

NHS

-1.29%

FRWD

N/A

10Y(CAGR)

NHS

+4.64%

FRWD

N/A

Max(CAGR)

NHS

+6.76%

Winner

FRWD

+58.34%

NHS vs FRWD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NHS	FRWD
2026	-8.80%	+26.85%
2025	+13.55%	N/A
2024	+10.34%	N/A
2023	+3.61%	N/A
2022	-23.51%	N/A
2021	+16.38%	N/A
2020	+5.34%	N/A
2019	+38.45%	N/A
2018	-11.00%	N/A
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 FRWD Drawdown Comparison

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

The maximum drawdown for FRWD was -18.49%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The current NHS drawdown is -14.65%. The current FRWD drawdown is -8.32%.

Rank	NHS	FRWD
#1	-64.75% Jun 4, 2007 - Sep 16, 2009	-18.49% Jan 28, 2026 - Apr 15, 2026
#2	-43.00% Feb 21, 2020 - Dec 3, 2020	-12.65% Jun 18, 2026 - Jul 17, 2026
#3	-37.40% Nov 12, 2021 - Feb 4, 2026	-9.94% Jun 2, 2026 - Jun 15, 2026
#4	-24.62% Jun 30, 2014 - Aug 10, 2016	-5.01% May 14, 2026 - May 22, 2026
#5	-21.48% May 26, 2011 - Feb 13, 2012	-2.67% Apr 24, 2026 - May 1, 2026
#6	-18.05% Oct 9, 2017 - Feb 20, 2019	-1.87% Jan 16, 2026 - Jan 22, 2026
#7	-17.01% Feb 26, 2026 - Mar 30, 2026	-1.81% Jun 15, 2026 - Jun 18, 2026
#8	-15.06% Apr 26, 2010 - Jun 24, 2010	-1.60% May 11, 2026 - May 14, 2026
#9	-14.76% Mar 19, 2004 - Aug 30, 2004	-1.53% Jan 13, 2026 - Jan 16, 2026
#10	-13.33% Sep 28, 2012 - Feb 26, 2014	-1.34% May 6, 2026 - May 8, 2026
#11	-12.17% Jan 10, 2006 - Sep 20, 2006	-0.89% Apr 22, 2026 - Apr 24, 2026
#12	-11.90% Dec 31, 2004 - Jul 8, 2005	-0.59% Apr 17, 2026 - Apr 22, 2026
#13	-10.06% Oct 13, 2010 - Jan 31, 2011	-0.09% May 1, 2026 - May 5, 2026
#14	-9.11% Oct 25, 2016 - Jan 4, 2017	N/A
#15	-6.95% Sep 23, 2009 - Dec 14, 2009	N/A

Correlation

Correlation between NHS and FRWD is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

-101