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NHS vs SPY

Comparison between Neuberger Berman High Yield Strategies Fund (NHS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NHS, delivering a return of +13.3% compared to -1.8%

NHS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NHS
$285M
Winner
SPY
$735B
Expense Ratio
NHS
N/A
SPY
0.09%
Max Drawdown
NHS
73.16%
Winner
SPY
56.47%
Sharpe Ratio
NHS
-0.45
Winner
SPY
1.62
5Y Beta
Winner
NHS
0.37
SPY
1.00
P/E Ratio
NHS
N/A
SPY
28.99
Forward P/E
NHS
N/A
SPY
22.37
5Y Dividends CAGR
NHS
1.63%
Winner
SPY
5.43%
5Y EPS CAGR
NHS
N/A
SPY
26.05%
Debt to Equity
NHS
N/A
SPY
32.40%
P/S Ratio
NHS
N/A
SPY
3.74
P/B Ratio
NHS
N/A
SPY
5.61

NHS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NHS
-1.37%
Winner
SPY
+1.90%
3M
NHS
-13.07%
Winner
SPY
+8.55%
6M
NHS
-5.62%
Winner
SPY
+8.18%
1Y
NHS
-2.54%
Winner
SPY
+25.79%
5Y(CAGR)
NHS
-1.79%
Winner
SPY
+13.32%
10Y(CAGR)
NHS
+5.27%
Winner
SPY
+15.19%
Max(CAGR)
NHS
+6.80%
Winner
SPY
+8.47%

NHS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNHSSPY
2026-8.80%+8.26%
2025+13.55%+18.00%
2024+10.34%+25.59%
2023+3.61%+26.72%
2022-23.51%-18.64%
2021+16.38%+30.52%
2020+5.34%+17.28%
2019+38.45%+31.09%
2018-11.00%-5.24%
2017+8.92%+20.78%
2016+26.03%+13.59%
2015-10.40%+1.31%
2014+0.67%+14.56%
2013+1.87%+29.00%
2012+9.26%+14.17%
2011+9.17%+0.85%
2010+24.93%+13.14%
2009+103.49%+22.67%
2008-37.64%-36.25%
2007-13.02%+5.32%
2006+6.05%+13.85%
2005+6.36%+5.32%
2004+15.56%+10.75%
2003+10.45%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NHS vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NHS drawdown is -14.65%. The current SPY drawdown is -2.90%.

RankNHSSPY
#1-64.75%
Jun 4, 2007 - Sep 16, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.00%
Feb 21, 2020 - Dec 3, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.40%
Nov 12, 2021 - Feb 4, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.62%
Jun 30, 2014 - Aug 10, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.48%
May 26, 2011 - Feb 13, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.05%
Oct 9, 2017 - Feb 20, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.01%
Feb 26, 2026 - Mar 30, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.06%
Apr 26, 2010 - Jun 24, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.76%
Mar 19, 2004 - Aug 30, 2004		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.33%
Sep 28, 2012 - Feb 26, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.17%
Jan 10, 2006 - Sep 20, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.90%
Dec 31, 2004 - Jul 8, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.06%
Oct 13, 2010 - Jan 31, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.11%
Oct 25, 2016 - Jan 4, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.95%
Sep 23, 2009 - Dec 14, 2009		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NHS and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

NHS vs SPY dividend yield comparison.

YearNHSSPY
20267.16%0.24%
202514.59%1.07%
202414.49%1.21%
202314.06%1.40%
202212.74%1.65%
20218.73%1.20%
20209.28%1.52%
20197.99%1.75%
20188.37%2.04%
20177.59%1.80%
20168.23%2.03%
20159.81%2.06%
20148.79%1.87%
20138.15%1.81%
20127.92%2.18%
20119.23%2.05%
20109.60%1.80%
200910.56%1.95%
200820.70%3.02%
200714.30%1.85%
20068.91%1.73%
200510.23%1.73%
200410.01%1.82%
20033.88%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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