(NBSD) Neuberger Berman Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Short-Term Bond
NBSD: Government Bonds, Corporate Bonds, Mortgage-Backed Securities, CDOs, CLOs
Neuberger Berman ETF Trust (NYSE ARCA:NBSD) is a short-term bond ETF primarily targeting investment-grade fixed and floating rate debt securities. The fund allocates at least 80% of its net assets to these securities, which include government and corporate bonds, as well as mortgage- and asset-backed securities. It also invests in collateralized debt obligations (CDOs), collateralized loan obligations (CLOs), and credit risk transfer securities. This diversified approach aims to balance yield and risk in the fixed income market.
As of the latest data, NBSD has an AUM of $174.26M USD, indicating moderate scale in the ETF space. Its average trading volume over 20 days is 14,307 shares, reflecting limited but consistent liquidity. The funds last price of $51.01 is slightly above its 20-day SMA of 50.76, suggesting short-term momentum. The 50-day SMA of 50.52 and 200-day SMA of 49.77 further indicate a gradual upward trend over the past year. With an ATR of 0.15, the fund exhibits low volatility, aligning with its short-term bond focus.
3-month forecast: Based on the technical data, NBSD is expected to maintain its upward trajectory, with potential resistance near $51.50. Support levels are likely to hold around $50.30, given the 50-day SMA. The low ATR of 0.15 suggests price fluctuations will remain muted, making the fund attractive for risk-averse investors seeking stability in the short-term bond market. Fundamental strength in the U.S. economy and stable interest rate expectations further support the outlook for modest capital appreciation.
Additional Sources for NBSD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
NBSD ETF Overview
Market Cap in USD | 179m |
Category | Short-Term Bond |
IPO / Inception | 2010-06-21 |
NBSD ETF Ratings
Growth 5y | 45.2% |
Fundamental | - |
Dividend | 17.0% |
Rel. Strength Industry | 6.35 |
Analysts | - |
Fair Price Momentum | 49.54 USD |
Fair Price DCF | - |
NBSD Dividends
Dividend Yield 12m | 3.47% |
Yield on Cost 5y | 3.61% |
Annual Growth 5y | -59.98% |
Payout Consistency | 100.0% |
NBSD Growth Ratios
Growth Correlation 3m | 95.8% |
Growth Correlation 12m | 96.8% |
Growth Correlation 5y | 96.8% |
CAGR 5y | 5.34% |
CAGR/Max DD 5y | 4.61 |
Sharpe Ratio 12m | -0.05 |
Alpha | 1.09 |
Beta | 0.01 |
Volatility | 3.41% |
Current Volume | 6.3k |
Average Volume 20d | 12.4k |
As of March 14, 2025, the stock is trading at USD 50.93 with a total of 6,254 shares traded.
Over the past week, the price has changed by -0.14%, over one month by +0.57%, over three months by +1.50% and over the past year by +5.34%.
Partly, yes. Based on ValueRay Analyses, Neuberger Berman Trust (NYSE ARCA:NBSD) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 45.19 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of NBSD as of March 2025 is 49.54. This means that NBSD is currently overvalued and has a potential downside of -2.73%.
Neuberger Berman Trust has no consensus analysts rating.
According to ValueRays Forecast Model, NBSD Neuberger Berman Trust will be worth about 53.5 in March 2026. The stock is currently trading at 50.93. This means that the stock has a potential upside of +5.07%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 53.5 | 5.1% |