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Neuberger Berman Global Real Estate ETF (NBGR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Neuberger Berman

Inception Date

Dec 30, 2014

Category

REIT

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Real Estate

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

NBGR features an expense ratio of 0.75%, falling within the medium range.


Expense ratio chart for NBGR: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
NBGR vs. FPRO
Popular comparisons:
NBGR vs. FPRO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Neuberger Berman Global Real Estate ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025
-6.23%
6.58%
NBGR (Neuberger Berman Global Real Estate ETF)
Benchmark (^GSPC)

Returns By Period


NBGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of NBGR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.02%-0.54%3.10%-6.45%3.84%-0.35%6.56%6.03%3.73%-5.32%0.58%-7.56%-2.73%
20238.35%-4.95%-1.45%1.74%-5.23%2.11%2.52%-3.79%-6.43%-3.18%10.21%9.24%7.50%
2022-6.96%-3.31%4.53%-3.91%-3.58%-8.03%7.63%-6.49%-13.46%1.80%8.12%-6.64%-28.29%
2021-1.05%1.94%4.36%6.10%1.65%1.40%3.68%2.44%-5.65%5.77%-2.18%1.41%21.05%
20201.42%-6.92%-16.37%7.41%0.59%1.53%4.45%1.57%-3.15%-2.83%7.86%2.79%-4.13%
201910.69%-0.09%4.42%-1.32%0.89%1.87%0.44%3.47%1.05%1.83%-0.08%-0.35%24.69%
20181.21%-6.71%2.54%1.35%0.48%1.46%0.75%1.02%-1.72%-3.76%4.01%-6.27%-6.13%
20171.34%3.36%-1.10%1.10%1.88%0.54%2.24%1.24%-0.98%0.29%2.66%-0.34%12.84%
2016-4.00%-0.43%9.56%-0.98%0.50%3.63%4.41%-2.48%-0.80%-5.24%-3.02%1.60%1.85%
20154.37%0.49%-0.42%-1.37%-1.19%-4.16%3.67%-5.67%1.07%5.86%-2.11%0.52%0.44%
2014-1.70%-1.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NBGR is 7, meaning it’s performing worse than 93% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NBGR is 77
Overall Rank
The Sharpe Ratio Rank of NBGR is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of NBGR is 66
Sortino Ratio Rank
The Omega Ratio Rank of NBGR is 77
Omega Ratio Rank
The Calmar Ratio Rank of NBGR is 77
Calmar Ratio Rank
The Martin Ratio Rank of NBGR is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Neuberger Berman Global Real Estate ETF (NBGR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
NBGR
^GSPC

There is not enough data available to calculate the Sharpe ratio for Neuberger Berman Global Real Estate ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025
0.01
1.91
NBGR (Neuberger Berman Global Real Estate ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Neuberger Berman Global Real Estate ETF provided a 4.52% dividend yield over the last twelve months, with an annual payout of $1.17 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$1.17$1.17$0.59$0.25$0.50$0.11$1.06$0.49$0.45$0.67$0.36

Dividend yield

4.52%4.52%2.11%0.94%1.35%0.35%3.24%1.83%1.53%2.53%1.37%

Monthly Dividends

The table displays the monthly dividend distributions for Neuberger Berman Global Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00
2024$0.00$0.00$0.18$0.00$0.00$0.31$0.00$0.00$0.17$0.00$0.00$0.51$1.17
2023$0.00$0.00$0.19$0.00$0.00$0.24$0.00$0.00$0.15$0.00$0.00$0.00$0.59
2022$0.00$0.00$0.09$0.00$0.00$0.05$0.00$0.00$0.11$0.00$0.00$0.00$0.25
2021$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.00$0.00$0.50
2020$0.00$0.00$0.02$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.00$0.11
2019$0.00$0.00$0.18$0.00$0.00$0.17$0.00$0.00$0.15$0.00$0.00$0.56$1.06
2018$0.00$0.00$0.10$0.00$0.00$0.15$0.00$0.00$0.09$0.00$0.00$0.15$0.49
2017$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.13$0.00$0.00$0.04$0.45
2016$0.00$0.00$0.11$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.31$0.67
2015$0.08$0.00$0.00$0.10$0.00$0.00$0.08$0.00$0.00$0.11$0.36

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025
-27.20%
-2.51%
NBGR (Neuberger Berman Global Real Estate ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Neuberger Berman Global Real Estate ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Neuberger Berman Global Real Estate ETF was 39.57%, occurring on Oct 25, 2023. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.57%Sep 7, 2021538Oct 25, 2023
-37.65%Feb 18, 202025Mar 23, 2020274Apr 23, 2021299
-15.29%Feb 6, 2015256Feb 11, 201661May 10, 2016317
-12.48%Aug 2, 201677Nov 17, 2016197Aug 31, 2017274
-10.42%Aug 30, 201880Dec 24, 201823Jan 29, 2019103

Volatility

Volatility Chart

The current Neuberger Berman Global Real Estate ETF volatility is 4.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025
4.90%
4.97%
NBGR (Neuberger Berman Global Real Estate ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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